MSFT icon

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 %
DSAM
1226
Dock Street Asset Management
Florida
$22.3M -$48.4K -208 -0.2%
NWM
1227
Nicola Wealth Management
British Columbia, Canada
$22.3M -$828K -3,556 -4%
SIG
1228
Sky Investment Group
Connecticut
$22.2M +$66.8K +287 +0.3%
TFS
1229
Thoroughbred Financial Services
Tennessee
$22.1M -$140K -601 -0.6%
LBA
1230
Lowell Blake & Associates
Massachusetts
$21.9M +$1.33M +5,719 +6%
MFG
1231
Merit Financial Group
Georgia
$21.9M -$4.27M -18,353 -16%
SA
1232
Strategic Advisors
New York
$21.8M +$139K +596 +0.6%
PGIM
1233
Pacific Global Investment Management
California
$21.7M +$305K +1,310 +1%
CC
1234
Cadinha & Co
Hawaii
$21.7M +$5.9M +25,326 +37%
EBSAM
1235
Eubel Brady & Suttman Asset Management
Ohio
$21.7M +$946K +4,063 +5%
Verition Fund Management
1236
Verition Fund Management
Connecticut
$21.7M +$14.4M +61,618 +196%
SS
1237
Simplicity Solutions
Minnesota
$21.7M +$2.62M +11,240 +14%
CIA
1238
Covington Investment Advisors
Pennsylvania
$21.6M +$85.7K +368 +0.4%
JWCA
1239
J.W. Cole Advisors
Florida
$21.6M +$54.5K +234 +0.3%
TCM
1240
Thames Capital Management
New Jersey
$21.6M
IWM
1241
IHT Wealth Management
Illinois
$21.5M +$3.59M +15,401 +20%
SGI
1242
Summit Global Investments
Utah
$21.5M -$239K -1,025 -1%
GIP
1243
Greatmark Investment Partners
Georgia
$21.5M -$68.9K -296 -0.3%
BTWM
1244
Baker Tilly Wealth Management
Wisconsin
$21.5M -$329K -1,411 -2%
AP
1245
Americana Partners
Texas
$21.5M +$1.25M +5,351 +6%
TA
1246
TruWealth Advisors
Louisiana
$21.5M +$353K +1,514 +2%
PWM
1247
Perigon Wealth Management
California
$21.4M +$460K +1,975 +2%
CAC
1248
Core Alternative Capital
Georgia
$21.4M +$6.26M +26,895 +41%
CAM
1249
Crake Asset Management
United Kingdom
$21.4M -$10.2M -43,684 -32%
PIM
1250
Progressive Investment Management
Oregon
$21.4M +$112K +480 +0.5%