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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 %
SRC
1026
Shufro Rose & Co
New York
$30.6M -$684K -2,852 -2%
OPCM
1027
Osborne Partners Capital Management
California
$30.6M -$4.4M -18,346 -13%
PIA
1028
Petredis Investment Advisors
Pennsylvania
$30.6M +$30.6M +127,489 New
ETC
1029
Exchange Traded Concepts
Oklahoma
$30.5M +$1.9M +7,918 +7%
GKWIM
1030
Gerber Kawasaki Wealth & Investment Management
California
$30.4M -$199K -830 -0.7%
EH
1031
Equitable Holdings
New York
$30.3M +$240K +999 +0.8%
FCMC
1032
Founders Capital Management (Connecticut)
Connecticut
$30.2M -$540K -2,253 -2%
SCA
1033
Stillwater Capital Advisors
Pennsylvania
$30.2M -$489K -2,039 -2%
PAG
1034
Private Advisor Group
New Jersey
$30.1M -$443K -8,117 -1%
CA
1035
CSM Advisors
Pennsylvania
$30.1M -$5.22M -21,760 -15%
DWT
1036
Dorsey & Whitney Trust
South Dakota
$30M +$374K +1,561 +1%
AG
1037
Avala Global
New York
$30M +$30M +125,168 New
BCM
1038
Bornite Capital Management
New York
$30M +$6M +25,000 +25%
OMC
1039
Overbrook Management Corp
New York
$29.8M -$344K -1,436 -1%
GG
1040
Greenwood Gearhart
Arkansas
$29.7M +$931K +3,883 +3%
YC
1041
Yarbrough Capital
Tennessee
$29.7M +$2.01M +8,364 +7%
VHAM
1042
Van Hulzen Asset Management
California
$29.6M +$1.39M +5,798 +5%
SPC
1043
Stewart & Patten Company
California
$29.6M +$6.24K +26 +0%
RSVP
1044
Ramsay Stattman Vela & Price
Colorado
$29.5M +$287K +1,196 +1%
RG
1045
Renaissance Group
Kentucky
$29.5M +$99.3K +414 +0.3%
JWM
1046
Jackson Wealth Management
Florida
$29.4M -$4.03M -16,791 -12%
DT
1047
Diversified Trust
Tennessee
$29.4M +$3.78M +15,768 +15%
ST
1048
Spinnaker Trust
Maine
$29.4M -$377K -1,572 -1%
CAMG
1049
CWA Asset Management Group
Florida
$29.2M +$791K +3,298 +3%
CA
1050
CapWealth Advisors
Tennessee
$29.2M +$27.8K +116 +0.1%