MSFT icon

Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
4501
TAGStone Capital
North Carolina
$261K -$4.32K -18 -2%
F
4502
Fithian
New York
$260K +$260K +1,085 New
EG
4503
Ellerson Group
Maryland
$260K +$260K +1,086 New
CA
4504
Crane Advisory
California
$259K -$14.4K -60 -5%
SA
4505
Sicart Associates
New York
$259K -$31.2K -130 -11%
SC
4506
Steph & Co
Wisconsin
$259K -$18K -75 -6%
ACM
4507
Alethea Capital Management
Washington
$258K – – –
LCM
4508
Linker Capital Management
Kentucky
$257K – – –
BFP
4509
Beacon Financial Planning
Massachusetts
$256K +$256K +1,070 New
ASI
4510
Advisory Services & Investments
Oregon
$256K -$2.68M -11,190 -91%
CFGF
4511
Compass Financial Group (Florida)
Florida
$255K – – –
HWM
4512
Horizons Wealth Management
North Carolina
$255K – – –
FSWA
4513
Financial Synergies Wealth Advisors
Texas
$254K +$54.7K +228 +27%
BWL
4514
Beacon Wealthcare LLC
North Carolina
$253K – – –
IFA
4515
Interactive Financial Advisors
Illinois
$252K – – –
SC
4516
Saybrook Capital
North Carolina
$252K – – –
APS
4517
American Planning Services
Florida
$252K +$251K +1,048 +104,800%
TSA
4518
Tri-Star Advisors
Texas
$250K – – –
JFGLC
4519
Johnson Financial Group LLC (Colorado)
Colorado
$250K -$240K -1,002 -49%
WMWM
4520
Whitaker-Myers Wealth Managers
Ohio
$249K +$249K +1,039 New
DB
4521
Dravo Bay
Delaware
$248K +$12.7K +53 +5%
ACM
4522
Ardent Capital Management
Ohio
$248K +$248K +1,035 New
RL
4523
Ruffer LLP
United Kingdom
$248K – – –
MAP
4524
Milestone Advisory Partners
North Carolina
$248K – – –
LAM
4525
Lountzis Asset Management
Pennsylvania
$247K – – –
179 180
181
182 183