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Microsoft

4,518 hedge funds and large institutions have $1.76T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 656 funds opening new positions, 1,636 increasing their positions, 1,942 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,518
Holders Change
+511
Holders Change %
+12.75%
% of All Funds
69.78%
Holding in Top 10
2,525
Holding in Top 10 Change
+331
Holding in Top 10 Change %
+15.09%
% of All Funds
39%
New
656
Increased
1,636
Reduced
1,942
Closed
77
Calls
$48.5B
Puts
$36.9B
Net Calls
+$11.5B
Net Calls Change
+$4.04B
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
4326
IAG Wealth Partners
Wisconsin
$370K +$269K +800 +268%
WFPG
4327
Waller Financial Planning Group
Ohio
$366K
DWA
4328
Dorsey Wright & Associates
California
$365K -$673 -2 -0.2%
AIS
4329
American Investment Services
Massachusetts
$364K
APF
4330
Alaska Permanent Fund
Alaska
$364K +$364K +1,171 New
GWAG
4331
Garrett Wealth Advisory Group
Texas
$363K +$48.4K +144 +15%
WIC
4332
Whitegate Investment Counselors
New Hampshire
$360K -$16.8M -49,856 -98%
MMC
4333
Mizuho Markets Cayman
Cayman Islands
$360K -$15.2M -45,064 -98%
YMRC
4334
Yorktown Management & Research Company
Virginia
$360K
RHJA
4335
Rice Hall James & Associates
California
$360K
LCM
4336
Linker Capital Management
Kentucky
$360K +$360K +1,070 New
APP
4337
Alpha Paradigm Partners
Illinois
$359K +$251K +746 +232%
GCP
4338
GSA Capital Partners
United Kingdom
$358K -$5.41M -16,088 -94%
BP
4339
BCK Partners
New York
$355K -$101K -300 -22%
CWA
4340
Core Wealth Advisors
Florida
$355K -$28.9K -86 -8%
LAM
4341
Lountzis Asset Management
Pennsylvania
$353K
BWM
4342
Biltmore Wealth Management
Arizona
$349K -$50K -149 -13%
LFG
4343
Leverty Financial Group
Wisconsin
$347K +$347K +1,032 New
HF
4344
Halpern Financial
Virginia
$345K +$75K +223 +28%
SFMG
4345
Sage Financial Management Group
Virginia
$345K +$345K +1,026 New
TCFP
4346
Treasure Coast Financial Planning
Florida
$345K +$345K +1,026 New
MAP
4347
Milestone Advisory Partners
North Carolina
$344K
CIM
4348
Chiron Investment Management
New York
$343K +$343K +1,019 New
WIM
4349
Warwick Investment Management
Texas
$343K +$343K +1,020 New
TWM
4350
Tanglewood Wealth Management
Texas
$342K +$22.2K +66 +7%