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Microsoft

4,476 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,150 increasing their positions, 1,815 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,476
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.4%
Holding in Top 10
2,381
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-1.24%
% of All Funds
41.17%
New
146
Increased
2,150
Reduced
1,815
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
HF
4401
Halpern Financial
Virginia
$201K +$6.75K +29 +3%
HWA
4402
Hillcrest Wealth Advisors
New Jersey
$200K
FSWA
4403
Financial Synergies Wealth Advisors
Texas
$194K -$4.89K -21 -2%
NIM
4404
NuWave Investment Management
New Jersey
$190K +$190K +815 New
DAL
4405
Delta Accumulation LLC
California
$188K +$233 +1 +0.1%
SC
4406
Skylands Capital
Wisconsin
$184K
GIA
4407
Goodwin Investment Advisory
Georgia
$183K +$233 +1 +0.1%
AA
4408
AlphaCentric Advisors
Puerto Rico
$175K +$175K +752 New
PPWM
4409
PFG Private Wealth Management
Florida
$170K -$216K -927 -56%
ACK
4410
Andrew C. Karlinski
$169K -$5.83K -25 -3%
SC
4411
Schubert & Co
Texas
$167K -$34K -146 -17%
PHAM
4412
Portland Hill Asset Management
United Kingdom
$167K
MCA
4413
Maryland Capital Advisors
Maryland
$162K
WAM
4414
WFA Asset Management
Wisconsin
$157K +$233 +1 +0.1%
CCM
4415
Cutler Capital Management
Massachusetts
$156K +$39.3K +169 +34%
SAM
4416
Strategic Asset Management
Minnesota
$147K -$8.18K -35 -5%
PFM
4417
Premier Fund Managers
United Kingdom
$145K -$11.9M -50,208 -99%
CM
4418
Cornerstone Management
Georgia
$144K
CPFP
4419
Clear Perspectives Financial Planning
Ohio
$144K +$1.39K +6 +1%
ARS
4420
Adirondack Retirement Specialists
New York
$143K +$143K +612 New
MIP
4421
Mondrian Investment Partners
United Kingdom
$142K +$894 +3,839 +0.6%
LFA
4422
Legend Financial Advisors
Pennsylvania
$140K +$140K +604 New
SL
4423
Savior LLC
Massachusetts
$140K
YAL
4424
Your Advocates Ltd
Texas
$138K
FA
4425
Financial Advantage
Maryland
$133K