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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 %
OPS
1301
Orion Portfolio Solutions
Nebraska
$19.7M +$216K +928 +1%
CJL
1302
Cyrus J. Lawrence
New York
$19.7M -$599K -2,570 -3%
GRP
1303
Global Retirement Partners
California
$19.7M +$744K +3,203 +4%
TAM
1304
Trust Asset Management
Texas
$19.7M +$1.35M +5,799 +7%
WCMN
1305
Westchester Capital Management (Nebraska)
Nebraska
$19.7M -$2.33K -10 -0%
SAM
1306
SP Asset Management
California
$19.7M -$79.7K -342 -0.4%
HFM
1307
Harvest Fund Management
China
$19.6M +$1.13M +4,872 +6%
BFC
1308
Blue Fin Capital
Rhode Island
$19.6M +$18.6K +80 +0.1%
PFU
1309
Parus Finance (UK)
United Kingdom
$19.5M +$2.78M +11,932 +17%
KWMG
1310
King Wealth Management Group
Florida
$19.5M +$48K +206 +0.2%
HBT
1311
Hills Bank & Trust
Iowa
$19.5M +$523K +2,245 +3%
CAM
1312
Covenant Asset Management
New Jersey
$19.5M -$52.9K -227 -0.3%
CW
1313
CreativeOne Wealth
Kansas
$19.4M +$1.23M +5,271 +7%
PMG
1314
ProVise Management Group
Florida
$19.4M +$1.09M +4,691 +6%
ECG
1315
Edge Capital Group
Georgia
$19.4M +$18.7M +80,353 +2,841%
LWM
1316
Lyell Wealth Management
California
$19.4M +$244K +1,048 +1%
MWM
1317
Modera Wealth Management
New Jersey
$19.4M -$616K -2,644 -3%
LSAG
1318
Lake Street Advisors Group
New Hampshire
$19.3M +$665K +2,854 +4%
RCM
1319
Rings Capital Management
Illinois
$19.3M
CPC
1320
Cookson Peirce & Co
Pennsylvania
$19.3M -$19.5M -83,608 -50%
Group One Trading
1321
Group One Trading
Illinois
$19.3M -$58.5M -251,119 -75%
IWA
1322
Icon Wealth Advisors
Texas
$19.3M +$19.3M +82,707 New
GWM
1323
Geneos Wealth Management
Colorado
$19.2M -$11.9M -51,124 -38%
BS
1324
Boenning & Scattergood
Pennsylvania
$19.1M -$2.03M -8,731 -10%
CSS
1325
Cubist Systematic Strategies
Connecticut
$19.1M -$999K -4,290 -5%