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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 %
RI
4376
Rinkey Investments
California
$412K -$188K -784 -31%
PDM
4377
Penn Davis McFarland
Texas
$410K -$9.6K -40 -2%
RIM
4378
Reliant Investment Management
Tennessee
$408K -$56.8K -237 -12%
ACM
4379
Ascendant Capital Management
California
$408K -$312K -1,300 -43%
PWM
4380
Provident Wealth Management
Tennessee
$408K -$1.44K -6 -0.4%
KIM
4381
Karpus Investment Management
New York
$408K
ACM
4382
Alamar Capital Management
California
$408K
BWA
4383
Brave Warrior Advisors
New York
$408K +$408K +1,700 New
NWMG
4384
National Wealth Management Group
Ohio
$407K -$103K -430 -20%
RA
4385
Resolute Advisors
California
$401K
SPW
4386
Surience Private Wealth
Washington
$396K
PFT
4387
Providence First Trust
Arizona
$395K +$9.59K +40 +2%
PP
4388
PFS Partners
New Jersey
$394K +$240 +1 +0.1%
GWM
4389
GoalFusion Wealth Management
Texas
$394K
LHEI
4390
Leo H. Evart Inc
California
$393K -$22.1K -92 -5%
MWM
4391
Maripau Wealth Management
Indiana
$393K -$31.8K -137 -7%
HFA
4392
Highland Financial Advisors
New Jersey
$393K +$11.7K +49 +3%
HG
4393
Harbor Group
New Hampshire
$391K +$27.6K +115 +8%
PFA
4394
Pinnacle Family Advisors
Missouri
$390K +$12.2K +51 +3%
IWP
4395
IAG Wealth Partners
Wisconsin
$389K +$56.8K +237 +17%
NECFA
4396
New England Capital Financial Advisors
Connecticut
$388K +$388K +1,614 New
LWP
4397
Laurel Wealth Planning
Minnesota
$388K -$18.5K -77 -5%
TSS
4398
Thomas Story & Son
Indiana
$387K
DMKJ
4399
David M. Knott Jr
$384K
TDC
4400
Thompson Davis & Co
Virginia
$384K -$335K -1,399 -47%