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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 %
BL
1626
BFSG LLC
California
$18.3M -$91.5K -272 -0.5%
BRC
1627
Bishop Rock Capital
New York
$18.3M -$656K -1,951 -3%
ZIG
1628
Zuckerman Investment Group
Illinois
$18.2M +$99.5K +296 +0.5%
S
1629
swisspartners
Liechtenstein
$18.2M +$73.3K +215 +0.4%
MWA
1630
Meridian Wealth Advisors
Texas
$18.2M +$108K +321 +0.6%
HW
1631
Hedeker Wealth
Illinois
$18.2M -$322K -956 -2%
FHA
1632
Flagship Harbor Advisors
Massachusetts
$18.2M +$437K +1,300 +2%
HIM
1633
Hotaling Investment Management
Pennsylvania
$18.1M +$221K +657 +1%
CWM
1634
Cornerstone Wealth Management
Missouri
$18.1M +$1.07M +3,197 +6%
AT
1635
Arden Trust
Delaware
$18M -$773K -2,299 -4%
BFA
1636
Benedict Financial Advisors
Georgia
$18M -$1.17M -3,483 -6%
WIA
1637
Westbourne Investment Advisors
Maryland
$18M +$1.73M +5,155 +11%
HFM
1638
Hartford Financial Management
Connecticut
$18M -$203K -604 -1%
CHC
1639
City Holding Co
West Virginia
$18M -$801K -2,681 -4%
SVCF
1640
Silicon Valley Community Foundation
California
$18M +$18M +53,447 New
RIA
1641
RPG Investment Advisory
California
$17.9M +$3.7K +11 +0%
BRM
1642
Boston Research & Management
Massachusetts
$17.9M -$1.02M -3,023 -5%
BFM
1643
Boothbay Fund Management
New York
$17.9M -$8.31M -24,702 -32%
TC
1644
Tenere Capital
New York
$17.9M +$17.9M +53,134 New
PCMK
1645
Paragon Capital Management (Kansas)
Kansas
$17.9M -$1.1M -3,260 -6%
PWP
1646
Pursue Wealth Partners
California
$17.8M +$17.8M +53,006 New
IFWM
1647
Institute for Wealth Management
Colorado
$17.8M -$89.8K -267 -0.5%
ERWM
1648
Elk River Wealth Management
Colorado
$17.7M +$483K +1,437 +3%
MCC
1649
Money Concepts Capital
Florida
$17.7M +$17.7M +52,654 New
QI
1650
Qtron Investments
Massachusetts
$17.7M +$318K +947 +2%