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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 %
W
4326
WorthPointe
California
$463K +$111K +462 +31%
UIA
4327
Ulland Investment Advisors
Minnesota
$460K
BAM
4328
Banta Asset Management
California
$459K
SSWG
4329
Seven Springs Wealth Group
Tennessee
$458K +$186K +775 +68%
CSIA
4330
Carl Stuart Investment Advisor
Texas
$455K
JPLA
4331
Joseph P. Lucia & Associates
New York
$455K -$2.16K -9 -0.5%
CFP
4332
Cypress Financial Planning
New Jersey
$454K +$2.16K +9 +0.5%
T
4333
TNF
Montana
$454K -$24.9K -97 -5%
PCM
4334
Presidio Capital Management
California
$448K +$959 +4 +0.2%
CCM
4335
Cinctive Capital Management
New York
$447K +$447K +1,862 New
HC
4336
Hoese & Co
Minnesota
$446K -$12.3K -48 -3%
PFA
4337
Plotkin Financial Advisors
Maryland
$446K -$1.2K -5 -0.3%
APCM
4338
Arbiter Partners Capital Management
New York
$444K +$444K +1,851 New
SFPG
4339
Stonebridge Financial Planning Group
Florida
$444K +$240 +1 +0.1%
SBF
4340
Sara-Bay Financial
Florida
$442K -$4.79K -20 -1%
WRM
4341
Weybosset Research & Management
Rhode Island
$442K +$10.3K +43 +2%
CP
4342
Camelot Portfolios
Ohio
$442K +$23.3K +97 +6%
TF
4343
Theory Financial
Colorado
$442K +$442K +1,841 New
MBFW
4344
Morton Brown Family Wealth
Pennsylvania
$441K +$13.4K +56 +3%
CFS
4345
Cannon Financial Strategists
Georgia
$440K
GAM
4346
Garrison Asset Management
Arkansas
$439K -$2.4K -10 -0.5%
RDIA
4347
RE Dickinson Investment Advisors
Iowa
$437K +$24K +100 +6%
DFA
4348
DHJJ Financial Advisors
Illinois
$436K -$1.2K -5 -0.3%
JC
4349
Jentner Corp
Ohio
$436K
Harris Associates
4350
Harris Associates
Illinois
$436K