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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 %
S
1501
Seeyond
France
$21.4M +$363K +1,079 +2%
BKA
1502
Brick & Kyle Associates
Pennsylvania
$21.4M +$10.7M +31,912 +101%
RMSCM
1503
R.M. Sincerbeaux Capital Management
New York
$21.2M -$101K -299 -0.5%
HCM
1504
Huber Capital Management
California
$21.2M -$4.59M -13,655 -18%
TCM
1505
Trybe Capital Management
Connecticut
$21.2M
PGAM
1506
Princeton Global Asset Management
New Jersey
$21.1M -$199K -592 -0.9%
AAM
1507
Augustine Asset Management
Florida
$21M +$16.1K +48 +0.1%
HCM
1508
Harvey Capital Management
Florida
$21M -$153K -455 -0.7%
MCM
1509
Makena Capital Management
California
$20.9M +$2.13M +6,348 +11%
HL
1510
HeadInvest LLC
Maine
$20.9M -$461K -1,370 -2%
PA
1511
Perennial Advisors
New York
$20.9M +$1.3M +3,861 +7%
AC
1512
Arjuna Capital
North Carolina
$20.9M +$26.6K +79 +0.1%
VNA
1513
Valley National Advisers
Pennsylvania
$20.8M +$65.6K +195 +0.3%
EIM
1514
Essex Investment Management
Massachusetts
$20.8M -$75.7K -225 -0.4%
AOWM
1515
Alpha Omega Wealth Management
Virginia
$20.8M -$1.25M -4,090 -6%
WWM
1516
Western Wealth Management
Colorado
$20.8M +$20.8M +61,749 New
HC
1517
Hendley & Co
Ohio
$20.7M -$553K -1,643 -3%
VV
1518
Verity & Verity
South Carolina
$20.7M -$6.27M -18,641 -23%
TFS
1519
Thoroughbred Financial Services
Tennessee
$20.7M +$434K +1,291 +2%
RIA
1520
Regal Investment Advisors
Michigan
$20.6M -$310K -923 -1%
SHGA
1521
Sand Hill Global Advisors
California
$20.6M -$552K -1,640 -3%
CFGS
1522
Concourse Financial Group Securities
Alabama
$20.6M +$1.41M +4,199 +7%
SMG
1523
Spectrum Management Group
Indiana
$20.5M +$53.8K +160 +0.3%
MIP
1524
Marietta Investment Partners
Wisconsin
$20.5M -$17.8K -53 -0.1%
PBC
1525
Pavion Blue Capital
California
$20.4M -$732K -2,175 -3%