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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 %
TAM
1701
Telemark Asset Management
Massachusetts
$16.8M
VW
1702
Vantage Wealth
California
$16.8M -$2.62M -7,776 -13%
ZB
1703
Zions Bancorporation
Utah
$16.8M +$896K +2,664 +6%
DJYG
1704
David J. Yvars Group
Florida
$16.8M -$976K -2,901 -6%
CCT
1705
Capital City Trust
Florida
$16.7M -$170K -505 -1%
VA
1706
Valmark Advisers
Ohio
$16.7M +$250K +743 +2%
VAS
1707
Valicenti Advisory Services
New York
$16.7M +$712K +2,116 +4%
MIG
1708
McGuire Investment Group
Rhode Island
$16.7M -$406K -1,206 -2%
AFWM
1709
AMJ Financial Wealth Management
Virginia
$16.7M +$1.19M +3,549 +8%
GWS
1710
Glassman Wealth Services
Virginia
$16.7M +$1.53M +4,543 +10%
CWP
1711
CFM Wealth Partners
Texas
$16.7M +$538K +1,608 +3%
FI
1712
Financial Insights
Washington
$16.7M -$36K -107 -0.2%
CWM
1713
Circle Wealth Management
New Jersey
$16.6M +$334K +994 +2%
BMC
1714
Benin Management Corp
Connecticut
$16.6M -$1.24M -3,686 -7%
RP
1715
Rowlandmiller & Partners
Georgia
$16.6M -$2.86M -8,500 -15%
SLG
1716
Stanley-Laman Group
Pennsylvania
$16.6M +$1.57M +4,667 +10%
CPA
1717
Capital Planning Advisors
California
$16.5M +$362K +1,077 +2%
BWAM
1718
Boyd Watterson Asset Management
Ohio
$16.5M -$76K -226 -0.5%
TWMP
1719
Taylor Wealth Management Partners
Massachusetts
$16.5M -$329K -978 -2%
BCB
1720
Brian C. Broderick
$16.5M -$54.5K -162 -0.3%
ACA
1721
Atlas Capital Advisors
Wyoming
$16.5M -$115K -343 -0.7%
WPP
1722
Whalerock Point Partners
Rhode Island
$16.5M +$331K +985 +2%
ITFISA
1723
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.4M -$9.7M -28,594 -37%
WF
1724
Wayfinding Financial
Washington
$16.4M +$16.4M +54,774 New
NB
1725
Northwest Bancshares
Pennsylvania
$16.4M -$1.2M -3,577 -7%