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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
1801
J.W. Coons Advisors
Ohio
$10.4M +$699K +2,915 +7%
IPW
1802
Inlet Private Wealth
Florida
$10.4M -$2.16K -9 -0%
KA
1803
Kozak & Associates
Colorado
$10.4M +$232K +969 +2%
CHAM
1804
Clear Harbor Asset Management
Connecticut
$10.4M +$199K +830 +2%
PWPS
1805
Pinnacle Wealth Planning Services
Ohio
$10.4M +$263K +1,097 +3%
ACM
1806
AlphaStar Capital Management
North Carolina
$10.3M -$21.3K -89 -0.2%
KP
1807
Keel Point
Alabama
$10.3M +$623K +2,598 +6%
MCWS
1808
McKinley Carter Wealth Services
West Virginia
$10.3M +$228K +951 +2%
MFA
1809
Mayflower Financial Advisors
Massachusetts
$10.3M +$540K +2,252 +6%
IWS
1810
Insight Wealth Strategies
California
$10.3M +$184K +768 +2%
FPGK
1811
Financial Partners Group (Kansas)
Kansas
$10.3M -$12.8K -47 -0.1%
SF
1812
Symphony Financial
Texas
$10.3M +$774K +3,369 +8%
RA
1813
RFG Advisory
Alabama
$10.3M -$989K -3,828 -9%
FVWA
1814
Foster Victor Wealth Advisors
South Carolina
$10.3M +$445K +1,980 +5%
QPW
1815
Quantum Private Wealth
Florida
$10.3M +$6.48K +27 +0.1%
CCWM
1816
Cassaday & Co Wealth Management
Virginia
$10.3M +$10.3M +42,853 New
NL
1817
NKCFO LLC
Illinois
$10.3M
WWA
1818
WCG Wealth Advisors
Nevada
$10.3M +$1.13M +4,715 +12%
IAS
1819
Insigneo Advisory Services
Florida
$10.3M +$10.3M +42,764 New
PFS
1820
Physicians Financial Services
North Carolina
$10.3M -$138K -575 -1%
SWA
1821
SOA Wealth Advisors
New York
$10.2M -$18.9K -79 -0.2%
LC
1822
Lincoln Capital
Nebraska
$10.2M -$310K -1,294 -3%
ASA
1823
Armstrong Shaw Associates
Connecticut
$10.2M -$291K -1,213 -3%
TCBWMS
1824
Texas Capital Bank Wealth Management Services
Texas
$10.2M -$127K -531 -1%
LJAC
1825
L.J. Altfest & Co
New York
$10.2M -$19.4K -81 -0.2%