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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 %
MWA
1576
Meridian Wealth Advisors
Texas
$13.7M +$26.4K +110 +0.2%
BEAM
1577
Baker Ellis Asset Management
Washington
$13.7M +$64.8K +270 +0.5%
HC
1578
Hendley & Co
Ohio
$13.6M -$31.9K -133 -0.2%
WCF
1579
West Coast Financial
California
$13.6M +$191K +796 +1%
MWA
1580
Miller Wealth Advisors
Colorado
$13.6M +$2.26M +9,309 +20%
PT
1581
Plimoth Trust
Massachusetts
$13.4M -$444K -1,850 -3%
LCC
1582
Lincoln Capital Corp
Rhode Island
$13.4M +$76.7K +320 +0.6%
HIM
1583
Hotaling Investment Management
Pennsylvania
$13.4M +$22.3K +93 +0.2%
BS
1584
Bessemer Securities
New York
$13.4M -$257K -1,073 -2%
MCM
1585
Monarch Capital Management
Indiana
$13.4M -$461K -1,921 -3%
LOIM
1586
Liberty One Investment Management
Illinois
$13.4M +$1.42M +5,934 +12%
MHS
1587
M Holdings Securities
Oregon
$13.4M -$46.1K -192 -0.3%
BWL
1588
Bogart Wealth LLC
Virginia
$13.3M +$1.94M +8,100 +17%
PCA
1589
Providence Capital Advisors
North Carolina
$13.3M +$4.06M +16,949 +44%
NEAM
1590
New England Asset Management
Connecticut
$13.3M -$101K -422 -0.8%
M
1591
Mirova
France
$13.3M +$1.08M +4,517 +9%
GLA
1592
Good Life Advisors
Pennsylvania
$13.2M +$1.28M +5,340 +11%
AR
1593
Advisory Research
Illinois
$13.2M -$8.24M -34,339 -38%
ERWM
1594
Elk River Wealth Management
Colorado
$13.2M +$80.8K +337 +0.6%
TCM
1595
Trybe Capital Management
Connecticut
$13.2M -$646K -2,694 -5%
AWE
1596
Avidian Wealth Enterprises
Texas
$13.2M +$192K +800 +1%
SWA
1597
Stratos Wealth Advisors
Ohio
$13.2M +$2.51M +10,471 +23%
BMC
1598
Benin Management Corp
Connecticut
$13.2M -$52.8K -220 -0.4%
SB
1599
Strategic Blueprint
Georgia
$13.2M +$1.07M +4,447 +9%
CUAMC
1600
China Universal Asset Management Company
China
$13.2M