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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
BAG
4301
Bridgewealth Advisory Group
California
$489K +$489K +2,038 New
MWA
4302
MFA Wealth Advisors
Pennsylvania
$489K +$719 +3 +0.1%
PCM
4303
Piedmont Capital Management
Montana
$488K -$2.4K -10 -0.5%
SF
4304
Safeguard Financial
Wisconsin
$481K +$62.9K +262 +15%
BIA
4305
BHK Investment Advisors
Alabama
$480K -$65.2K -272 -12%
SLT
4306
St Louis Trust
Missouri
$480K +$480K +2,000 New
EPM
4307
Equitec Proprietary Markets
Illinois
$480K +$480K +2,000 New
BA
4308
Ballew Advisors
Mississippi
$479K -$30.3K -127 -6%
KL
4309
KilterHowling LLC
Colorado
$477K +$23.5K +98 +5%
HA
4310
HC Advisors
Georgia
$477K -$159K -661 -25%
JFG
4311
JMG Financial Group
Illinois
$476K -$48K -200 -9%
MAM
4312
MMA Asset Management
Pennsylvania
$476K +$8.87K +37 +2%
KIA
4313
Kraematon Investment Advisors
Massachusetts
$474K +$240 +1 +0.1%
AFIA
4314
America First Investment Advisors
Nebraska
$473K -$19.4K -81 -4%
RPG
4315
Resource Planning Group
Georgia
$473K
DC
4316
Defender Capital
North Carolina
$471K
JCIA
4317
Jackson Creek Investment Advisors
Colorado
$471K -$479 -2 -0.1%
HWM
4318
HighMark Wealth Management
Minnesota
$471K +$7.43K +31 +2%
TB
4319
Treynor Bancshares
Iowa
$469K
RPSA
4320
Richard P. Slaughter Associates
Texas
$469K -$1.44K -6 -0.3%
LSIA
4321
LaSalle St. Investment Advisors
Illinois
$469K +$469K +1,958 New
FWM
4322
ForthRight Wealth Management
Georgia
$469K +$51.8K +216 +12%
HCM
4323
Howard Capital Management
Georgia
$467K +$19.9K +83 +4%
SPIO
4324
Seven Post Investment Office
California
$465K
PFC
4325
Poplar Forest Capital
California
$464K -$69.1K -288 -13%