MSFT icon

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 %
MJP
1876
Michael J. Puzo
$13.6M +$287K +852 +2%
CCC
1877
Chelsea Counsel Company
California
$13.6M -$165K -492 -1%
AR
1878
Advisory Research
Illinois
$13.5M -$320K -952 -2%
MYIA
1879
Mount Yale Investment Advisors
Colorado
$13.5M +$122K +364 +0.9%
TIA
1880
Tiemann Investment Advisors
California
$13.5M -$259K -769 -2%
TIP
1881
Torray Investment Partners
Maryland
$13.5M -$1.35K -4 -0%
UHC
1882
Union Heritage Capital
Michigan
$13.5M -$4.04M -12,000 -23%
HCA
1883
Harbor Capital Advisors
Illinois
$13.4M +$13.4M +39,952 New
TNBTD
1884
Trustmark National Bank Trust Department
Mississippi
$13.4M -$258K -768 -2%
MFA
1885
Mayflower Financial Advisors
Massachusetts
$13.4M +$36.3K +108 +0.3%
LFM
1886
LGT Fund Management
Liechtenstein
$13.4M +$13.4M +39,800 New
AWM
1887
Avior Wealth Management
Nebraska
$13.4M -$301K -895 -2%
JSC
1888
Jackson Square Capital
California
$13.4M +$420K +1,250 +3%
BFO
1889
Biltmore Family Office
North Carolina
$13.3M +$2.8M +8,326 +27%
MWA
1890
Moser Wealth Advisors
Washington
$13.3M -$2.75M -8,184 -17%
SSG
1891
Summit Securities Group
New York
$13.3M +$6.76M +20,104 +103%
IWS
1892
Insight Wealth Strategies
California
$13.3M -$931K -2,769 -7%
GL
1893
Graypoint LLC
New York
$13.3M +$739K +2,198 +6%
LPARFS
1894
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$13.3M +$28.6K +85 +0.2%
HDIM
1895
Hanson & Doremus Investment Management
Vermont
$13.3M +$84.8K +252 +0.6%
PAM
1896
Pegasus Asset Management
New York
$13.2M -$1.01K -3 -0%
WP
1897
WealthPLAN Partners
Nebraska
$13.2M -$121K -389 -0.9%
ACS
1898
Archford Capital Strategies
Illinois
$13.2M -$288K -855 -2%
B
1899
Bellecapital
Switzerland
$13.2M +$190K +564 +1%
SAM
1900
Smithbridge Asset Management
Pennsylvania
$13.2M -$218K -649 -2%