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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 %
SRC
1026
Shufro Rose & Co
New York
$30.4M +$1.06M +4,537 +4%
Wealth Enhancement Advisory Services
1027
Wealth Enhancement Advisory Services
Minnesota
$30.4M -$3.46M -14,757 -10%
RC
1028
Roundview Capital
New Jersey
$30.4M +$709K +3,043 +2%
DAM
1029
Deltec Asset Management
New York
$30.4M +$373K +1,600 +1%
WMSA
1030
Weiss Multi-Strategy Advisers
New York
$30.4M +$5.14M +22,082 +20%
PA
1031
PFG Advisors
Arizona
$30.3M +$297K +1,275 +1%
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$30.3M +$1.91M +8,197 +7%
PWAG
1033
Polaris Wealth Advisory Group
California
$30.3M -$475K -2,074 -2%
TC
1034
Telemus Capital
Michigan
$30.2M +$994K +4,266 +3%
PR
1035
Payden & Rygel
California
$30.1M +$9.97M +42,800 +50%
MC
1036
MIG Capital
California
$30M -$10.5M -45,134 -26%
FCMC
1037
Founders Capital Management (Connecticut)
Connecticut
$29.8M +$468K +2,008 +2%
WAM
1038
Wilsey Asset Management
California
$29.8M -$9.78K -42 -0%
SCA
1039
Stillwater Capital Advisors
Pennsylvania
$29.8M -$1.9M -8,143 -6%
Optiver Holding
1040
Optiver Holding
Netherlands
$29.7M +$13.9M +59,429 +87%
GKWIM
1041
Gerber Kawasaki Wealth & Investment Management
California
$29.7M +$841K +3,605 +3%
XL
1042
XN LP
New York
$29.7M +$29.7M +127,497 New
AP
1043
Appleton Partners
Massachusetts
$29.6M +$127K +544 +0.4%
FTDI
1044
First Trust Direct Indexing
Massachusetts
$29.5M -$303K -1,303 -1%
LW
1045
Linscomb Wealth
Texas
$29.4M -$177K -761 -0.6%
Squarepoint
1046
Squarepoint
New York
$29.4M -$16.3M -69,794 -36%
SGA
1047
Strategic Global Advisors
California
$29.4M -$1.93M -8,284 -6%
ACM
1048
Academy Capital Management
Texas
$29.3M +$45.9K +197 +0.2%
MWM
1049
Meridian Wealth Management
Kentucky
$29.3M -$8.62M -36,995 -23%
OMC
1050
Overbrook Management Corp
New York
$29.3M +$8.4M +36,058 +40%