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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 %
TW
1551
TrinityPoint Wealth
Connecticut
$14.1M +$108K +452 +0.8%
HCM
1552
Hodges Capital Management
Texas
$14.1M +$1.43M +5,960 +11%
DIP
1553
DT Investment Partners
Pennsylvania
$14.1M +$2.97M +12,387 +27%
TFS
1554
TrustCore Financial Services
Tennessee
$14.1M -$374K -1,560 -3%
CAG
1555
Csenge Advisory Group
Florida
$14.1M +$141K +589 +1%
DI
1556
Diligent Investors
California
$14.1M -$11.3K -47 -0.1%
AIMC
1557
Alley Investment Management Company
Illinois
$14M -$150K -627 -1%
VARA
1558
Value Aligned Research Advisors
New Jersey
$14M +$14M +58,374 New
CPC
1559
Consolidated Planning Corp
Georgia
$14M +$555K +2,314 +4%
XL
1560
XN LP
New York
$14M -$16.6M -69,312 -54%
CHC
1561
City Holding Co
West Virginia
$13.9M -$13.9K -58 -0.1%
CT
1562
Clearstead Trust
Maine
$13.9M +$565K +2,354 +4%
LWM
1563
Laidlaw Wealth Management
New York
$13.9M +$662K +2,759 +5%
VW
1564
Vantage Wealth
California
$13.9M +$67.4K +281 +0.5%
PBC
1565
Pavion Blue Capital
California
$13.9M -$207K -865 -1%
ACM
1566
Adalta Capital Management
New York
$13.9M -$653K -2,721 -4%
IAS
1567
Investment Advisory Services
Texas
$13.9M +$113K +469 +0.8%
GEA
1568
Glen Eagle Advisors
New Jersey
$13.9M -$103K -430 -0.7%
WP
1569
WealthSource Partners
California
$13.8M -$1.87M -7,812 -12%
ATI
1570
Act Two Investors
California
$13.8M +$127K +528 +0.9%
BP
1571
Broadleaf Partners
Ohio
$13.8M -$2.28M -9,510 -14%
Koshinski Asset Management
1572
Koshinski Asset Management
Illinois
$13.8M +$828K +3,453 +6%
TPCM
1573
Two Point Capital Management
New York
$13.8M +$13.8M +57,472 New
NP
1574
NorthRock Partners
Minnesota
$13.8M +$837K +3,489 +6%
LSA
1575
L & S Advisors
California
$13.7M +$1.02M +4,256 +8%