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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 %
GT
601
Greenleaf Trust
Michigan
$80.4M +$16.5M +70,900 +26%
CF
602
Cypress Funds
California
$80.3M
BFM
603
Blacksheep Fund Management
Ireland
$80.2M
PCM
604
Penserra Capital Management
California
$79.8M +$15.9M +68,253 +25%
CTC (Chicago Trading Company)
605
CTC (Chicago Trading Company)
Illinois
$79.8M +$45.5M +195,340 +133%
FPCG
606
Fort Pitt Capital Group
Pennsylvania
$79.7M -$3.8M -16,304 -5%
SI
607
Stephens Inc
Arkansas
$79.6M +$3.35M +14,405 +4%
DCM
608
Donaldson Capital Management
Indiana
$78.9M +$1.07M +4,577 +1%
BRWA
609
B. Riley Wealth Advisors
Florida
$78.8M +$20.3M +87,241 +35%
CL
610
CPWM LLC
Washington
$78.8M -$4.42M -18,987 -5%
WGAM
611
Wilkinson Global Asset Management
New York
$78.7M -$1.86M -7,990 -2%
CSIC
612
Clifford Swan Investment Counsel
California
$78.7M -$900K -3,864 -1%
ICG
613
InterOcean Capital Group
Tennessee
$78.6M +$5M +21,457 +7%
TCM
614
Tybourne Capital Management
Hong Kong
$78.1M -$23.8M -102,100 -23%
VDI
615
Vaughan David Investments
Illinois
$77.9M +$172K +737 +0.2%
BA
616
Bristlecone Advisors
Washington
$77.8M +$1.6M +6,852 +2%
HIMC
617
Heritage Investors Management Corp
Maryland
$77.7M -$316K -1,358 -0.4%
BWC
618
Blue Whale Capital
United Kingdom
$77.6M -$13.9M -59,500 -15%
CF
619
Cantor Fitzgerald
New York
$77.3M -$11.3M -48,642 -13%
NW
620
NewEdge Wealth
Pennsylvania
$76.9M +$6.19M +26,583 +9%
MJRIC
621
Mogy Joel R Investment Counsel
California
$76.4M -$119K -509 -0.2%
BHIA
622
Birch Hill Investment Advisors
Massachusetts
$76.3M -$1.52M -6,515 -2%
CK
623
Cohen Klingenstein
New York
$76.3M
ACP
624
Ashfield Capital Partners
California
$76.1M -$795K -3,414 -1%
AAM
625
AMI Asset Management
California
$75.9M -$2.67M -11,460 -3%