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Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
1601
RBF Capital
California
$13.2M – – –
HI
1602
Hendershot Investments
Virginia
$13.2M +$2.77M +11,545 +27%
CCM
1603
Condor Capital Management
New Jersey
$13.2M +$24.5K +102 +0.2%
RWM
1604
Rench Wealth Management
Texas
$13.2M +$86.1K +359 +0.7%
SCM
1605
Snowhook Capital Management
New York
$13.2M -$14.5M -60,267 -52%
APSI
1606
Asset Planning Services Inc
Louisiana
$13.1M +$12.7K +53 +0.1%
III
1607
Independent Investors Inc
New York
$13.1M -$480K -2,000 -4%
MWM
1608
Mattern Wealth Management
Kansas
$13.1M +$286K +1,193 +2%
HPIA
1609
Hamilton Point Investment Advisors
North Carolina
$13.1M +$109K +454 +0.8%
ZF
1610
Zhang Financial
Michigan
$13.1M -$189K -787 -1%
GWSG
1611
GPS Wealth Strategies Group
Colorado
$13.1M -$237K -990 -2%
MSFP
1612
Mark Sheptoff Financial Planning
Connecticut
$13.1M +$67.4K +281 +0.5%
AWA
1613
Arkadios Wealth Advisors
Georgia
$13.1M +$717K +2,989 +6%
FHA
1614
Flagship Harbor Advisors
Massachusetts
$13.1M -$204K -850 -2%
YWP
1615
YorkBridge Wealth Partners
New York
$13M -$1.12M -4,656 -8%
AWM
1616
Angeles Wealth Management
California
$13M -$346K -1,442 -3%
NG
1617
NatWest Group
United Kingdom
$13M -$1.14M -4,772 -8%
WAS
1618
WESPAC Advisors SoCal
California
$13M +$21.8K +91 +0.2%
CAM
1619
Cozad Asset Management
Illinois
$13M +$1.42M +5,926 +12%
HIC
1620
Holderness Investments Company
North Carolina
$13M -$238K -993 -2%
LSPW
1621
Lake Street Private Wealth
Illinois
$13M +$267K +1,112 +2%
EIM
1622
Essex Investment Management
Massachusetts
$13M -$195K -813 -1%
GWS
1623
Glassman Wealth Services
Virginia
$13M +$459K +1,912 +4%
CT
1624
Colonial Trust
South Carolina
$13M -$479K -1,996 -4%
TPWA
1625
TRUE Private Wealth Advisors
Oregon
$13M +$210K +876 +2%
63 64
65
66 67