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Microsoft

4,518 hedge funds and large institutions have $1.76T invested in Microsoft in 2021 Q4 according to their latest regulatory filings, with 656 funds opening new positions, 1,636 increasing their positions, 1,942 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,518
Holders Change
+511
Holders Change %
+12.75%
% of All Funds
69.78%
Holding in Top 10
2,525
Holding in Top 10 Change
+331
Holding in Top 10 Change %
+15.09%
% of All Funds
39%
New
656
Increased
1,636
Reduced
1,942
Closed
77
Calls
$48.5B
Puts
$36.9B
Net Calls
+$11.5B
Net Calls Change
+$4.04B
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
1226
Benjamin F. Edwards & Company
Missouri
$31.5M +$3.18M +9,453 +11%
DSAM
1227
Dock Street Asset Management
Florida
$31.4M +$340K +1,012 +1%
LFAS
1228
Level Four Advisory Services
Texas
$31.4M +$7.73M +22,982 +33%
BCM
1229
Brookstone Capital Management
Illinois
$31.4M +$1.65M +5,243 +6%
FSA
1230
Fort Sheridan Advisors
Illinois
$31.4M +$145K +430 +0.5%
GIP
1231
Greatmark Investment Partners
Georgia
$31.4M -$260K -773 -0.8%
RSWM
1232
Robertson Stephens Wealth Management
California
$31.3M +$9.32M +27,727 +42%
DJSG
1233
D.J. St. Germain
Massachusetts
$31.3M +$604K +1,797 +2%
EWM
1234
Edge Wealth Management
New York
$31.3M +$395K +1,175 +1%
DAC
1235
Dividend Assets Capital
South Carolina
$31.2M -$1.85M -5,503 -6%
TCM
1236
Thames Capital Management
New Jersey
$31.1M -$128K -381 -0.4%
LWAC
1237
Laurel Wealth Advisors (California)
California
$30.8M +$7.69M +22,851 +33%
FMBTD
1238
First Midwest Bank Trust Division
Illinois
$30.8M -$1.54M -4,566 -5%
GAM
1239
Griffin Asset Management
New York
$30.8M -$2.1M -6,247 -6%
VAS
1240
Vestmark Advisory Solutions
Massachusetts
$30.8M +$1.58M +4,698 +5%
UAS
1241
United Asset Strategies
New York
$30.8M -$2.38M -7,072 -7%
GL
1242
Governors Lane
New York
$30.6M -$18.9M -56,218 -38%
WANY
1243
Wealthspire Advisors (New York)
New York
$30.5M -$1.72M -5,103 -5%
SWM
1244
SeaCrest Wealth Management
New York
$30.5M -$330K -982 -1%
PAS
1245
Professional Advisory Services
Florida
$30.5M -$2.9M -8,625 -9%
BS
1246
Boenning & Scattergood
Pennsylvania
$30.5M -$36.3K -108 -0.1%
CQS
1247
Credential Qtrade Securities
$30.4M +$371K +1,102 +1%
OIA
1248
OneDigital Investment Advisors
Kansas
$30.4M +$462K +1,375 +2%
OPS
1249
Orion Portfolio Solutions
Nebraska
$30.4M +$1.83M +5,448 +6%
LSV Asset Management
1250
LSV Asset Management
Illinois
$30.4M