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Microsoft
MSFT

Overview Fund Activity

4,516 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 2,178 increasing their positions, 1,893 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,516
Holders Change
-2
Holders Change %
-0.04%
% of All Funds
71.47%
Holding in Top 10
2,483
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-1.66%
% of All Funds
39.29%
New
157
Increased
2,178
Reduced
1,893
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.57B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.86B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.74B
3
BlackRock
BlackRock
New York
+$1.45B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.33B
5
Swiss National Bank
Swiss National Bank
Switzerland
+$1.16B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.99B
4
Barclays
Barclays
United Kingdom
-$1.8B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1676
Fragasso Financial Advisors
Pennsylvania
$16M +$414K +1,342 +3%
HWA
1677
HCR Wealth Advisors
California
$15.9M +$390K +1,265 +3%
AFWM
1678
AMJ Financial Wealth Management
Virginia
$15.9M +$651K +2,110 +4%
FM
1679
Family Management
New York
$15.9M +$263K +854 +2%
SNB
1680
Security National Bank
Nebraska
$15.9M -$173K -560 -1%
JAG
1681
Journey Advisory Group
Kentucky
$15.9M +$1.56M +5,049 +11%
AWE
1682
Avidian Wealth Enterprises
Texas
$15.9M -$2.1M -6,804 -12%
MWM
1683
Minot Wealth Management
Massachusetts
$15.9M -$131K -425 -0.8%
RHDIC
1684
R.H. Dinel Investment Counsel
California
$15.8M -$154K -500 -1%
AMM
1685
American Money Management
California
$15.8M +$315K +1,023 +2%
NAM
1686
NTV Asset Management
West Virginia
$15.8M -$114K -371 -0.7%
ZF
1687
Zhang Financial
Michigan
$15.8M +$861K +2,793 +6%
RGC
1688
Roberts, Glore & Co
Illinois
$15.8M -$1.7M -5,529 -10%
HIC
1689
Harbor Island Capital
Massachusetts
$15.8M – – –
GC
1690
Gratus Capital
Georgia
$15.8M -$7.77M -25,212 -33%
LSPW
1691
Lake Street Private Wealth
Illinois
$15.8M +$255K +827 +2%
FNB
1692
Farmers National Bank
Kentucky
$15.8M +$66.3K +215 +0.4%
BCP
1693
Bluegrass Capital Partners
Florida
$15.7M – – –
OSNBOA
1694
Old Second National Bank of Aurora
Illinois
$15.7M -$1.85M -6,004 -11%
KPW
1695
Kore Private Wealth
New York
$15.6M +$765K +2,481 +5%
CWP
1696
CFM Wealth Partners
Texas
$15.6M +$225K +730 +1%
AW
1697
ACG Wealth
Georgia
$15.6M -$14.7M -47,643 -49%
WPP
1698
Whalerock Point Partners
Rhode Island
$15.5M +$369K +1,197 +2%
FNBTCON
1699
First National Bank & Trust Co of Newtown
Pennsylvania
$15.5M -$202K -656 -1%
LOAMS
1700
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.5M -$438K -1,422 -3%
66 67
68
69 70