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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 %
DIP
1851
DT Investment Partners
Pennsylvania
$14.1M -$3.33M -9,898 -19%
RFM
1852
Royal Fund Management
Florida
$14.1M +$103K +305 +0.7%
CWG
1853
Cornerstone Wealth Group
North Carolina
$14.1M +$200K +594 +1%
GFP
1854
Gryphon Financial Partners
Ohio
$14M +$5.18M +15,403 +59%
PFS
1855
Physicians Financial Services
North Carolina
$14M -$222K -660 -2%
GCS
1856
Gordian Capital (Singapore)
Singapore
$14M +$14M +41,606 New
LBC
1857
Lawrence B. Cohen
$14M -$1.96M -5,818 -12%
CWM
1858
Cordatus Wealth Management
Pennsylvania
$14M +$14M +41,513 New
FANJ
1859
Financial Architects (New Jersey)
New Jersey
$13.9M +$207K +616 +2%
LWMM
1860
Legacy Wealth Management (Mississippi)
Mississippi
$13.9M +$8.41K +25 +0.1%
CG
1861
Cutler Group
California
$13.9M +$3.01M +8,941 +28%
LOPW
1862
Live Oak Private Wealth
North Carolina
$13.9M -$186K -554 -1%
LKIM
1863
Lawson Kroeker Investment Management
Nebraska
$13.9M -$38.7K -115 -0.3%
NL
1864
NKCFO LLC
Illinois
$13.8M
LJAC
1865
L.J. Altfest & Co
New York
$13.8M -$371K -1,102 -3%
MCM
1866
Morton Capital Management
California
$13.8M +$13.8M +40,901 New
CG
1867
CFO4Life Group
Texas
$13.7M +$285K +847 +2%
IDP
1868
In-Depth Partners
Florida
$13.7M +$13.7M +40,752 New
IP
1869
Interval Partners
New York
$13.7M +$4.62M +13,750 +51%
JFA
1870
Johanson Financial Advisors
California
$13.7M -$44.4K -132 -0.3%
BHTS
1871
Bar Harbor Trust Services
Maine
$13.7M -$159K -472 -1%
MIM
1872
Morningstar Investment Management
Illinois
$13.7M +$13.7M +40,586 New
LCH
1873
Lee Capital Holdings
New York
$13.6M -$1.48M -4,410 -10%
PL
1874
Parkwood LLC
Ohio
$13.6M -$2.01M -5,973 -13%
SWK
1875
Stephen W. Kidder
$13.6M -$1.6M -4,745 -11%