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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 %
RSWM
1201
Robertson Stephens Wealth Management
California
$23M -$697K -2,907 -3%
HR
1202
Howe & Rusling
New York
$23M -$2.24M -9,331 -9%
PJSIMP
1203
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.9M -$217K -906 -0.9%
FA
1204
Fagan Associates
New York
$22.9M -$3.59M -14,954 -14%
EBSAM
1205
Eubel Brady & Suttman Asset Management
Ohio
$22.8M +$533K +2,224 +2%
MMG
1206
Monetary Management Group
Missouri
$22.8M -$435K -1,815 -2%
SIG
1207
Sky Investment Group
Connecticut
$22.8M -$27.1K -113 -0.1%
NB
1208
NBT Bank
New York
$22.8M -$425K -1,772 -2%
TA
1209
TruWealth Advisors
Louisiana
$22.7M +$621K +2,591 +3%
ST
1210
Smithfield Trust
Pennsylvania
$22.7M -$343K -1,429 -1%
FC
1211
Fulcrum Capital
Washington
$22.7M +$1.04M +4,321 +5%
1SB
1212
1ST Source Bank
Indiana
$22.6M -$360K -1,500 -2%
PGIM
1213
Pacific Global Investment Management
California
$22.6M +$207K +864 +0.9%
RF
1214
Rollins Financial
Georgia
$22.6M -$745K -3,107 -3%
SS
1215
Simplicity Solutions
Minnesota
$22.6M +$261K +1,090 +1%
FHB
1216
First Hawaiian Bank
Hawaii
$22.5M -$1.37M -5,709 -6%
MWM
1217
Madison Wealth Management
Ohio
$22.5M -$771K -3,213 -3%
FDCC
1218
Foster Dykema Cabot & Co
Massachusetts
$22.4M +$3.08M +12,833 +16%
SA
1219
Strategic Advisors
New York
$22.4M -$71.2K -297 -0.3%
GPCM
1220
Greenbrier Partners Capital Management
Texas
$22.4M -$1.59M -6,645 -7%
MWM
1221
Moran Wealth Management
Florida
$22.4M +$22.4M +93,297 New
WPW
1222
Waldron Private Wealth
Pennsylvania
$22.3M
OA
1223
Oxbow Advisors
Texas
$22.2M -$5.42M -22,596 -20%
PIM
1224
Progressive Investment Management
Oregon
$22.2M +$217K +903 +1%
TCM
1225
Thames Capital Management
New Jersey
$22.2M