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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 %
RA
1826
RFG Advisory
Alabama
$9.99M +$163K +712 +2%
NL
1827
NKCFO LLC
Illinois
$9.98M +$390K +1,675 +4%
QPW
1828
Quantum Private Wealth
Florida
$9.98M +$20.5K +88 +0.2%
SWA
1829
SOA Wealth Advisors
New York
$9.97M +$95K +408 +1%
MCM
1830
Morton Capital Management
California
$9.96M +$145K +623 +1%
MW
1831
Marcum Wealth
Ohio
$9.93M +$410K +1,761 +4%
LJAC
1832
L.J. Altfest & Co
New York
$9.89M -$234K -1,003 -2%
CG
1833
Cutler Group
California
$9.89M +$8.43M +36,209 +581%
CHAM
1834
Clear Harbor Asset Management
Connecticut
$9.87M -$32.6K -140 -0.3%
SF
1835
Symphony Financial
Texas
$9.86M +$8.07K +34 +0.1%
UF
1836
Univest Financial
Pennsylvania
$9.85M -$115K -493 -1%
KFGK
1837
Keystone Financial Group (Kentucky)
Kentucky
$9.84M -$204K -876 -2%
CL
1838
Choreo LLC
Illinois
$9.83M +$249K +1,068 +3%
WIM
1839
WealthPlan Investment Management
Nebraska
$9.82M +$9.82M +40,165 New
AWS
1840
AJ Wealth Strategies
New York
$9.81M -$654K -2,806 -6%
MCWS
1841
McKinley Carter Wealth Services
West Virginia
$9.81M +$69.4K +298 +0.7%
PWPS
1842
Pinnacle Wealth Planning Services
Ohio
$9.8M -$66.4K -285 -0.7%
NMG
1843
New Millennium Group
Utah
$9.8M +$191K +820 +2%
ACA
1844
Aspire Capital Advisors
Washington
$9.8M -$353K -1,517 -3%
WKWM
1845
Walter & Keenan Wealth Management
Indiana
$9.79M -$246K -1,058 -2%
PGA
1846
Portland Global Advisors
Maine
$9.76M -$6.29K -27 -0.1%
GCS
1847
Gordian Capital (Singapore)
Singapore
$9.74M -$275K -980 -3%
SLG
1848
Stanley-Laman Group
Pennsylvania
$9.71M -$426K -1,828 -4%
SM
1849
SG3 Management
Puerto Rico
$9.69M +$9.69M +41,600 New
GDP
1850
Great Diamond Partners
Maine
$9.68M +$120K +516 +1%