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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 %
DA
4426
DSC Advisors
Illinois
$356K -$2.21M -9,209 -86%
LWIC
4427
Leith Wheeler Investment Counsel
British Columbia, Canada
$355K -$12K -50 -3%
MFG
4428
Mendota Financial Group
Wisconsin
$353K +$353K +1,471 New
RFA
4429
RTD Financial Advisors
Pennsylvania
$351K -$23.3K -97 -6%
MWA
4430
Martel Wealth Advisors
Washington
$350K +$350K +1,458 New
RWG
4431
Regal Wealth Group
California
$350K +$44.1K +184 +14%
CWR
4432
Chico Wealth RIA
California
$349K
SAM
4433
Stone Asset Management
Texas
$349K -$174K -725 -33%
GWAG
4434
Garrett Wealth Advisory Group
Texas
$345K +$90.2K +376 +35%
PVAMC
4435
PPS&V Asset Management Consultants
Michigan
$345K +$345K +1,437 New
VFPW
4436
Vantage Financial Partners (Wisconsin)
Wisconsin
$344K -$33.6K -140 -9%
TA
4437
Tactive Advisors
Florida
$343K +$343K +1,432 New
BWM
4438
Benchmark Wealth Management
Connecticut
$342K -$24K -100 -7%
SFMG
4439
Sage Financial Management Group
Virginia
$341K -$18.7K -78 -5%
WC
4440
Weil Company
California
$339K -$182K -759 -35%
MSWMA
4441
Market Street Wealth Management Advisors
Indiana
$336K +$49.9K +208 +17%
TA
4442
Teramo Advisors
Florida
$336K
VCG
4443
Vantage Consulting Group
Virginia
$335K -$325K -1,354 -49%
SA
4444
Syntax Advisors
New York
$335K -$325K -1,354 -49%
SG
4445
Sharper & Granite
California
$335K +$335K +1,397 New
DGI
4446
Disciplined Growth Investors
Minnesota
$333K
FCT
4447
Family Capital Trust
Massachusetts
$332K
NEGWA
4448
New England Guild Wealth Advisors
Connecticut
$328K +$7.43K +31 +2%
MA
4449
Mosaic Advisors
Texas
$328K +$118K +493 +56%
CWM
4450
Core Wealth Management
Florida
$327K +$327K +1,362 New