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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 %
WBC
1801
West Branch Capital
Massachusetts
$10.3M +$1.16K +5 +0%
CWM
1802
Cordatus Wealth Management
Pennsylvania
$10.3M +$389K +1,669 +4%
DPIM
1803
Duff & Phelps Investment Management
Illinois
$10.3M +$16.3K +70 +0.2%
LC
1804
Lincoln Capital
Nebraska
$10.3M -$229K -982 -2%
HCM
1805
Hall Capital Management
Rhode Island
$10.2M -$35.2K -151 -0.3%
SV
1806
Sturgeon Ventures
United Kingdom
$10.2M -$5.65M -24,259 -36%
CCM
1807
Canal Capital Management
Virginia
$10.2M +$1.34M +5,773 +15%
RBC
1808
Romano Brothers & Co
Illinois
$10.2M +$10.2M +43,708 New
ASA
1809
Armstrong Shaw Associates
Connecticut
$10.2M -$209K -896 -2%
LC
1810
Lindbrook Capital
California
$10.2M +$441K +1,894 +5%
BBL
1811
Beck Bode LLC
Massachusetts
$10.2M -$11.2M -48,283 -53%
NIP
1812
Nicholas Investment Partners
California
$10.1M -$2.11M -9,079 -17%
CIM
1813
Chapman Investment Management
California
$10.1M +$71.3K +306 +0.7%
HI
1814
Hendershot Investments
Virginia
$10.1M +$1.11M +4,752 +12%
PCA
1815
Private Capital Advisors
Connecticut
$10.1M -$341K -1,466 -3%
PFS
1816
Physicians Financial Services
North Carolina
$10.1M -$136K -582 -1%
IPW
1817
Inlet Private Wealth
Florida
$10.1M -$46.3K -199 -0.5%
ACM
1818
AlphaStar Capital Management
North Carolina
$10.1M -$467K -2,004 -4%
BW
1819
Bison Wealth
Georgia
$10.1M +$6.07M +26,048 +152%
FC
1820
Farley Capital
New York
$10M +$201K +861 +2%
CC
1821
Centiva Capital
New York
$10M +$7.22M +31,016 +256%
BO
1822
BRR OpCo
Ohio
$10M +$85K +365 +0.9%
JCM
1823
Jacobi Capital Management
Pennsylvania
$10M +$286K +1,229 +3%
MYIA
1824
Mount Yale Investment Advisors
Colorado
$10M +$124K +533 +1%
TCBWMS
1825
Texas Capital Bank Wealth Management Services
Texas
$10M -$1.18M -5,076 -11%