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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 %
CJL
1301
Cyrus J. Lawrence
New York
$20.1M -$243K -1,012 -1%
P
1302
Pitcairn
Pennsylvania
$20M -$370K -1,543 -2%
RCM
1303
Rings Capital Management
Illinois
$19.9M
CW
1304
CreativeOne Wealth
Kansas
$19.9M -$117K -487 -0.6%
IWA
1305
Icon Wealth Advisors
Texas
$19.9M +$35.7K +149 +0.2%
GWM
1306
Geneos Wealth Management
Colorado
$19.8M +$48.7K +203 +0.2%
CPIG
1307
Chicago Partners Investment Group
Illinois
$19.8M +$687K +2,568 +4%
BFC
1308
Blue Fin Capital
Rhode Island
$19.8M -$384K -1,602 -2%
DLCIG
1309
D.L. Carlson Investment Group
New Hampshire
$19.8M -$1.06M -4,414 -5%
NIC
1310
Northwest Investment Counselors
Oregon
$19.8M +$267K +1,112 +1%
NFG
1311
Nations Financial Group
Iowa
$19.8M +$7.65M +31,900 +63%
LWM
1312
Lyell Wealth Management
California
$19.8M -$158K -660 -0.8%
GIA
1313
Gladstone Institutional Advisory
Florida
$19.7M -$956K -3,985 -5%
LWAC
1314
Laurel Wealth Advisors (California)
California
$19.7M -$784K -3,269 -4%
FMAEN1
1315
Fund Management at Engine No 1
California
$19.7M +$2.48M +10,350 +14%
TCA
1316
Teewinot Capital Advisers
New York
$19.7M +$4.42M +18,448 +29%
JEST
1317
JTC Employer Solutions Trustee
Jersey
$19.6M +$48K +200 +0.2%
TGCMU
1318
Titan Global Capital Management USA
New York
$19.6M -$9.57M -39,909 -33%
WWM
1319
Western Wealth Management
Colorado
$19.6M -$15.8M -65,687 -45%
BC
1320
Burleson & Co
California
$19.6M -$1.08M -4,516 -5%
KWMG
1321
King Wealth Management Group
Florida
$19.6M -$515K -2,149 -3%
PTB
1322
Pioneer Trust Bank
Oregon
$19.5M +$237K +987 +1%
CWM
1323
CMH Wealth Management
New Hampshire
$19.5M +$259K +1,080 +1%
LSAG
1324
Lake Street Advisors Group
New Hampshire
$19.3M -$583K -2,430 -3%
BL
1325
Balentine LLC
Georgia
$19.3M +$314K +1,311 +2%