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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 %
SFO
1576
Stokes Family Office
Louisiana
$19.3M +$363K +1,078 +2%
AIA
1577
Allied Investment Advisors
Montana
$19.3M -$227K -676 -1%
IG
1578
Inherent Group
New York
$19.2M -$14.3M -42,600 -43%
CF
1579
Centaurus Financial
California
$19.2M +$1.33M +3,965 +7%
GEA
1580
Glen Eagle Advisors
New Jersey
$19.2M +$1.37M +4,066 +8%
AIA
1581
Angeles Investment Advisors
California
$19.2M +$672K +1,998 +4%
JIC
1582
Joel Isaacson & Co
New York
$19.2M +$257K +765 +1%
LWM
1583
Laidlaw Wealth Management
New York
$19.2M -$97.9K -291 -0.5%
EWM
1584
Executive Wealth Management
Michigan
$19.1M +$1.12M +3,325 +6%
CICI
1585
Capital Investment Counsel Inc
North Carolina
$19.1M +$95.5K +284 +0.5%
VCA
1586
Verdence Capital Advisors
Maryland
$19.1M +$42K +125 +0.2%
ZAM
1587
Zevin Asset Management
Massachusetts
$19.1M +$642K +1,910 +3%
NEAM
1588
New England Asset Management
Connecticut
$19.1M -$1.59M -4,715 -8%
RGC
1589
Roberts, Glore & Co
Illinois
$19.1M -$109K -323 -0.6%
TW
1590
TrinityPoint Wealth
Connecticut
$19.1M -$1.79M -5,319 -9%
RWM
1591
Rench Wealth Management
Texas
$19M -$567K -1,685 -3%
BBL
1592
Beck Bode LLC
Massachusetts
$19M +$262K +778 +1%
HAM
1593
Harber Asset Management
North Carolina
$19M +$722K +2,148 +4%
AL
1594
Aspiriant LLC
California
$19M +$4.54M +13,488 +31%
CS
1595
Comerica Securities
Michigan
$19M +$497K +1,479 +3%
WF
1596
WoodTrust Financial
Wisconsin
$18.9M +$367K +1,092 +2%
IAS
1597
Investment Advisory Services
Texas
$18.9M -$629K -1,869 -3%
AWM
1598
Altavista Wealth Management
North Carolina
$18.9M +$59.5K +177 +0.3%
JAM
1599
JCIC Asset Management
Ontario, Canada
$18.9M -$23.2K -69 -0.1%
HRC
1600
Hoertkorn Richard Charles
$18.9M -$647K -1,925 -3%