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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 %
ADL
1851
Asset Dedication LLC
California
$9.67M +$9.67M +41,635 New
WWA
1852
WCG Wealth Advisors
Nevada
$9.65M -$2.79K -11 -0%
NCGI
1853
Next Century Growth Investors
Minnesota
$9.65M +$970K +4,165 +11%
TSAM
1854
Trinity Street Asset Management
United Kingdom
$9.65M
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$9.65M +$283K +1,214 +3%
SWM
1856
Silverlake Wealth Management
Vermont
$9.65M -$932 -4 -0%
PS
1857
Pensionfund Sabic
Netherlands
$9.64M
FAM
1858
Formidable Asset Management
Ohio
$9.63M -$42.7K -173 -0.4%
AT
1859
Arden Trust
Delaware
$9.62M -$227K -973 -2%
AWM
1860
Avior Wealth Management
Nebraska
$9.62M +$409K +1,758 +4%
TIP
1861
Torray Investment Partners
Maryland
$9.6M +$485K +2,084 +5%
LKIM
1862
Lawson Kroeker Investment Management
Nebraska
$9.6M -$3.49K -15 -0%
WA
1863
Wealth Alliance
New York
$9.6M -$177K -762 -2%
PWP
1864
Pursue Wealth Partners
California
$9.59M -$386K -1,657 -4%
MPIM
1865
McGinn Penninger Investment Management
Virginia
$9.59M
SCA
1866
Sage Capital Advisors
South Dakota
$9.58M +$128K +548 +1%
RIA
1867
Realta Investment Advisors
Delaware
$9.57M +$276K +1,184 +3%
TWM
1868
TLW Wealth Management
Florida
$9.55M -$1.28M -5,504 -12%
HCA
1869
Horan Capital Advisors
Ohio
$9.53M +$313K +1,346 +3%
KA
1870
Kozak & Associates
Colorado
$9.52M +$5.56M +24,660 +140%
GA
1871
GFS Advisors
Texas
$9.5M -$47.7K -205 -0.5%
BA
1872
Birinyi Associates
Connecticut
$9.5M -$309K -1,325 -3%
MFA
1873
Mayflower Financial Advisors
Massachusetts
$9.5M +$95K +408 +1%
WA
1874
WBH Advisory
Maryland
$9.5M -$163K -699 -2%
RFM
1875
Royal Fund Management
Florida
$9.49M -$365K -1,566 -4%