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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 %
OSNBOA
1901
Old Second National Bank of Aurora
Illinois
$13.2M +$1.14M +4,917 +9%
KHLMTHM
1902
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.2M
HIP
1903
Harrell Investment Partners
Texas
$13.1M +$162K +482 +1%
FVWA
1904
Foster Victor Wealth Advisors
South Carolina
$13.1M +$843K +2,648 +7%
TCM
1905
Traynor Capital Management
Pennsylvania
$13.1M +$400K +1,188 +3%
VRM
1906
Vectors Research Management
New York
$13.1M +$2.89M +8,591 +28%
LOIM
1907
Liberty One Investment Management
Illinois
$13.1M +$105K +311 +0.8%
AC
1908
Avestar Capital
New York
$13.1M +$453K +1,347 +4%
RFMS
1909
RWQ Financial Management Services
Florida
$13M -$222K -659 -2%
FPFS
1910
First Personal Financial Services
North Carolina
$13M +$145K +432 +1%
CL
1911
Choreo LLC
Illinois
$13M -$53.8K -160 -0.4%
CCM
1912
Corsair Capital Management
New York
$13M -$374K -1,112 -3%
TCOO
1913
Trust Company of Oklahoma
Oklahoma
$12.9M -$605K -1,800 -4%
AT
1914
American Trust
Kentucky
$12.9M +$12.9M +38,293 New
KP
1915
Keel Point
Alabama
$12.9M +$6.39K +19 +0%
PWPS
1916
Pinnacle Wealth Planning Services
Ohio
$12.9M +$816K +2,425 +7%
JEST
1917
JTC Employer Solutions Trustee
Jersey
$12.8M +$6.37M +18,954 +99%
BWM
1918
BerganKDV Wealth Management
Minnesota
$12.8M +$249K +740 +2%
WAOTB
1919
Wealth Advisors of Tampa Bay
Florida
$12.8M +$6.47M +19,253 +103%
KNW
1920
Kesler Norman & Wride
Utah
$12.7M +$19.2K +57 +0.2%
SBL
1921
Sargent Bickham Lagudis
Colorado
$12.7M +$433K +1,286 +4%
SIG
1922
Sargent Investment Group
Maryland
$12.7M -$383K -1,139 -3%
BAS
1923
Brown Advisory Securities
Maryland
$12.7M -$7.89M -23,451 -38%
SWM
1924
Soundmark Wealth Management
Washington
$12.7M -$10.4M -30,873 -45%
JGUA
1925
John G. Ullman & Associates
New York
$12.6M -$157K -468 -1%