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Microsoft

4,476 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,150 increasing their positions, 1,815 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,476
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.4%
Holding in Top 10
2,381
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-1.24%
% of All Funds
41.17%
New
146
Increased
2,150
Reduced
1,815
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
LOIM
1701
Liberty One Investment Management
Illinois
$11.6M +$2.62M +11,238 +29%
CCT
1702
Capital City Trust
Florida
$11.6M -$129K -553 -1%
DSC
1703
Duncker Streett & Co
Missouri
$11.5M -$14.4K -62 -0.1%
MBT
1704
Montecito Bank & Trust
California
$11.5M -$24.2K -104 -0.2%
HIC
1705
Harbor Island Capital
Massachusetts
$11.5M -$384K -1,648 -3%
BCB
1706
Brian C. Broderick
$11.5M +$12.8K +55 +0.1%
AL
1707
Aspiriant LLC
California
$11.5M +$718K +3,082 +7%
CA
1708
Continuum Advisory
Idaho
$11.5M +$663K +2,846 +6%
BWAM
1709
Boyd Watterson Asset Management
Ohio
$11.4M -$26.3K -113 -0.2%
NCL
1710
Nishkama Capital LLC
Puerto Rico
$11.4M +$11.4M +49,100 New
RHDIC
1711
R.H. Dinel Investment Counsel
California
$11.4M -$221K -950 -2%
ISB
1712
Iowa State Bank
Iowa
$11.4M -$33.5K -144 -0.3%
WTFG
1713
Wells Trecaso Financial Group
Ohio
$11.4M +$54.7K +235 +0.5%
KJHP
1714
K.J. Harrison & Partners
Ontario, Canada
$11.3M -$178K -765 -2%
SIP
1715
Stoneridge Investment Partners
Pennsylvania
$11.3M
SSI
1716
Scott & Selber Inc
Texas
$11.3M +$798K +3,425 +8%
GFG
1717
Greystone Financial Group
Michigan
$11.3M +$3.37M +14,476 +42%
OSNBOA
1718
Old Second National Bank of Aurora
Illinois
$11.3M -$371K -1,593 -3%
ACA
1719
Atlas Capital Advisors
Wyoming
$11.3M +$2.56K +11 +0%
MSAM
1720
Moloney Securities Asset Management
Missouri
$11.3M -$499K -2,143 -4%
AC
1721
Apella Capital
Connecticut
$11.3M +$180K +771 +2%
HW
1722
Hedeker Wealth
Illinois
$11.3M -$993K -4,262 -8%
FM
1723
Family Management
New York
$11.3M -$235K -1,009 -2%
JAM
1724
JCIC Asset Management
Ontario, Canada
$11.3M -$413K -1,777 -4%
CAM
1725
Cozad Asset Management
Illinois
$11.3M -$282K -1,211 -2%