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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 %
VCM
1726
Virtue Capital Management
Tennessee
$16.4M +$1.51M +4,478 +10%
SEIA
1727
Signature Estate & Investment Advisors
California
$16.4M +$118K +351 +0.7%
BONH
1728
Bank of New Hampshire
New Hampshire
$16.3M -$473K -1,406 -3%
HWM
1729
Hohimer Wealth Management
Washington
$16.3M -$336K -1,000 -2%
NG
1730
NatWest Group
United Kingdom
$16.3M -$5.05M -15,010 -24%
JF
1731
Jump Financial
Illinois
$16.3M +$13.7M +40,636 +521%
ZF
1732
Zhang Financial
Michigan
$16.3M +$11.3M +33,694 +229%
APP
1733
Avantax Planning Partners
Iowa
$16.2M +$448K +1,333 +3%
WTFG
1734
Wells Trecaso Financial Group
Ohio
$16.2M -$1.19M -3,551 -7%
PCP
1735
Proficio Capital Partners
Massachusetts
$16.2M -$501K -1,489 -3%
KPW
1736
Kore Private Wealth
New York
$16.2M -$6.42M -19,102 -28%
TWM
1737
TLW Wealth Management
Florida
$16.2M +$1.68K +5 +0%
B
1738
Barings
North Carolina
$16.1M -$1.14M -3,379 -7%
KFA
1739
Kelleher Financial Advisors
New York
$16.1M -$8.72M -25,930 -35%
UF
1740
Univest Financial
Pennsylvania
$16.1M -$586K -1,743 -4%
BWM
1741
Bulltick Wealth Management
Florida
$16.1M +$33K +98 +0.2%
SG
1742
Swarthmore Group
Pennsylvania
$16.1M -$547K -1,625 -3%
AI
1743
AXS Investments
New York
$16.1M +$14.5M +43,129 +919%
ACM
1744
Argyle Capital Management
Pennsylvania
$16M -$636K -1,890 -4%
CIM
1745
Chapman Investment Management
California
$16M +$1.04M +3,091 +7%
RCP
1746
Rothschild Capital Partners
New York
$16M +$153K +454 +1%
9WM
1747
9258 Wealth Management
Ohio
$15.9M -$41.4K -123 -0.3%
CCM
1748
Carderock Capital Management
Maryland
$15.9M +$1.16M +3,458 +8%
FFM
1749
Forum Financial Management
Illinois
$15.8M +$15.8M +47,106 New
FSCM
1750
First Sabrepoint Capital Management
Texas
$15.8M