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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 %
PA
1451
Perennial Advisors
New York
$16.1M -$240K -1,002 -1%
PAIM
1452
Punch & Associates Investment Management
Minnesota
$16.1M +$297K +1,240 +2%
RIP
1453
RAM Investment Partners
Washington
$16.1M +$16.1M +67,144 New
BCM
1454
Brasada Capital Management
Texas
$16.1M +$1.2K +5 +0%
RIA
1455
Regal Investment Advisors
Michigan
$16.1M +$302K +1,260 +2%
BDA
1456
Borer Denton & Associates
Pennsylvania
$16.1M +$57.1K +238 +0.4%
SC
1457
Scholtz & Company
Connecticut
$16M +$425K +1,773 +3%
AF
1458
Arrow Financial
New York
$16M -$207K -865 -1%
SIM
1459
Stratos Investment Management
Ohio
$16M +$190K +793 +1%
IB
1460
Iyo Bank
Japan
$15.8M
AAM
1461
Azzad Asset Management
Virginia
$15.8M -$12.5M -52,068 -44%
ZAM
1462
Zevin Asset Management
Massachusetts
$15.8M -$91.4K -381 -0.6%
AWAG
1463
ARS Wealth Advisors Group
Florida
$15.8M -$1.4M -5,842 -8%
BRCM
1464
Bright Rock Capital Management
Massachusetts
$15.8M
FI
1465
Fosun International
China
$15.8M +$349K +1,457 +2%
SHGA
1466
Sand Hill Global Advisors
California
$15.8M +$242K +1,009 +2%
CWM
1467
Curi Wealth Management
North Carolina
$15.8M -$21.3K -89 -0.1%
MG
1468
Mather Group
Illinois
$15.7M +$1.13M +4,694 +8%
HCM
1469
Harvey Capital Management
Florida
$15.6M +$604K +2,520 +4%
CVM
1470
Cheviot Value Management
California
$15.6M +$226K +929 +1%
CPA
1471
Court Place Advisors
Maryland
$15.6M +$485K +2,044 +3%
MMC
1472
Mizuho Markets Cayman
Cayman Islands
$15.6M -$1.74M -7,239 -10%
HKIM
1473
Hayek Kallen Investment Management
Alabama
$15.5M -$782K -3,261 -5%
AAM
1474
Augustine Asset Management
Florida
$15.5M +$1.71M +7,148 +12%
AAS
1475
Annex Advisory Services
Wisconsin
$15.5M +$1.85M +7,700 +13%