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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 %
HF
4576
Halpern Financial
Virginia
$204K -$3.12K -13 -2%
BBWP
4577
Beacon Bridge Wealth Partners
Pennsylvania
$203K +$203K +846 New
DAL
4578
Delta Accumulation LLC
California
$194K +$480 +2 +0.2%
NHFG
4579
New Harbor Financial Group
Massachusetts
$193K -$21.6K -90 -10%
SC
4580
Skylands Capital
Wisconsin
$189K
LFA
4581
Legend Financial Advisors
Pennsylvania
$189K +$44.4K +185 +31%
GIA
4582
Goodwin Investment Advisory
Georgia
$189K
GFL
4583
Granite FO LLC
New Hampshire
$179K +$179K +700 New
UOTTAIMCU
4584
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$177K +$177K +736 New
PHAM
4585
Portland Hill Asset Management
United Kingdom
$176K
PPWM
4586
PFG Private Wealth Management
Florida
$173K -$2.65K -11 -2%
JFG
4587
JDM Financial Group
Texas
$169K +$169K +706 New
MCA
4588
Maryland Capital Advisors
Maryland
$167K
CCM
4589
Cutler Capital Management
Massachusetts
$161K +$240 +1 +0.1%
CWA
4590
Core Wealth Advisors
Florida
$157K -$1.3M -5,414 -89%
AWM
4591
Align Wealth Management
Oklahoma
$155K +$155K +665 New
GTCM
4592
Gyon Technologies Capital Management
New Jersey
$150K +$150K +625 New
SWM
4593
Sanctuary Wealth Management
Idaho
$149K +$149K +621 New
CM
4594
Cornerstone Management
Georgia
$149K
WAM
4595
WFA Asset Management
Wisconsin
$147K -$14.4K -60 -9%
CPFP
4596
Clear Perspectives Financial Planning
Ohio
$147K -$1.44K -6 -1%
ARS
4597
Adirondack Retirement Specialists
New York
$147K -$240 -1 -0.2%
BI
4598
Bramshill Investments
Florida
$146K -$741K -3,091 -84%
SL
4599
Savior LLC
Massachusetts
$144K
YAL
4600
Your Advocates Ltd
Texas
$142K