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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 %
GWA
4351
Geometric Wealth Advisors
District of Columbia
$435K -$2.4K -10 -0.5%
ACM
4352
Antonetti Capital Management
Florida
$434K -$28.5K -119 -6%
JF
4353
Joule Financial
Kentucky
$434K +$61.9K +258 +17%
RWM
4354
Ruedi Wealth Management
Illinois
$434K +$434K +1,809 New
AFG
4355
Affinia Financial Group
Massachusetts
$434K +$34.1K +149 +9%
AWM
4356
AAF Wealth Management
Massachusetts
$433K -$16.1K -67 -4%
SGA
4357
Seaport Global Advisors
Massachusetts
$432K -$53.5K -223 -11%
TIM
4358
Total Investment Management
Arizona
$431K -$101K -421 -19%
BCM
4359
Bluefin Capital Management
New York
$431K -$64.5M -269,031 -99%
MC
4360
Merlin Capital
Rhode Island
$431K -$6K -25 -1%
LJCM
4361
Lee Johnson Capital Management
Texas
$430K -$4.09M -17,042 -90%
AIA
4362
Armor Investment Advisors
North Carolina
$429K +$197K +822 +85%
SCM
4363
Shapiro Capital Management
Georgia
$428K
EW
4364
Enzi Wealth
Texas
$426K +$11.4K +47 +3%
CFG
4365
Compton Financial Group
Maryland
$426K
R
4366
Rebalance
California
$424K +$424K +1,767 New
GFWA
4367
Grey Fox Wealth Advisors
Delaware
$423K +$423K +1,762 New
FFP
4368
Forbes Financial Planning
Rhode Island
$421K
AFA
4369
Atlas Financial Advisors
California
$420K +$143K +597 +52%
BC
4370
Brio Consultants
California
$419K -$1.68K -7 -0.4%
CCA
4371
Cadent Capital Advisors
Oklahoma
$417K -$45.3K -189 -10%
HIS
4372
Harvest Investment Services
Illinois
$417K -$69.5K -290 -14%
BF
4373
Blankinship & Foster
California
$415K -$4.8K -20 -1%
MAM
4374
McCarthy Asset Management
California
$414K -$4.08K -17 -1%
ACM
4375
Arlington Capital Management
Illinois
$414K +$414K +1,724 New