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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 %
HCA
1926
Horan Capital Advisors
Ohio
$12.6M +$285K +848 +2%
WCM
1927
Whitener Capital Management
North Carolina
$12.6M +$299K +889 +2%
EWM
1928
Endurance Wealth Management
Rhode Island
$12.6M -$94.2K -280 -0.7%
WTA
1929
Washington Trust Advisors
Massachusetts
$12.6M +$12.6M +37,407 New
VBFG
1930
Vishria Bird Financial Group
Tennessee
$12.6M +$146K +434 +1%
STB
1931
S&T Bank
Pennsylvania
$12.6M -$312K -929 -2%
BO
1932
Bank OZK
Arkansas
$12.6M -$269K -800 -2%
DBIA
1933
Dumont & Blake Investment Advisors
New Jersey
$12.5M +$29.9K +89 +0.2%
BWA
1934
BDO Wealth Advisors
Florida
$12.5M +$8.41K +25 +0.1%
BFG
1935
Berger Financial Group
Minnesota
$12.5M +$4.29M +12,760 +52%
BAM
1936
Brave Asset Management
New Jersey
$12.5M +$265K +788 +2%
MW
1937
Marcum Wealth
Ohio
$12.5M -$74K -220 -0.6%
AWM
1938
Aevitas Wealth Management
Massachusetts
$12.4M -$272K -809 -2%
CA
1939
Crewe Advisors
Utah
$12.4M +$166K +494 +1%
BFA
1940
Bill Few Associates
Pennsylvania
$12.4M +$12.4M +36,977 New
PM
1941
Penbrook Management
New York
$12.4M -$283K -840 -2%
SCM
1942
Spreng Capital Management
Ohio
$12.4M -$34K -101 -0.3%
RBFC
1943
Roman Butler Fullerton & Co
Missouri
$12.4M +$29.9K +89 +0.2%
TCOK
1944
Trust Company of Kansas
Kansas
$12.4M -$3.94M -11,721 -24%
CCWA
1945
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.4M +$3.29M +9,788 +36%
SAM
1946
Selway Asset Management
$12.4M +$713K +2,120 +6%
FVCM
1947
F&V Capital Management
Florida
$12.3M +$1.1M +3,260 +10%
OIM
1948
Orca Investment Management
Oregon
$12.3M -$314K -933 -2%
MS
1949
Marshall & Sullivan
Washington
$12.3M +$49.8K +148 +0.4%
RWA
1950
Roberts Wealth Advisors
California
$12.3M -$90.1K -269 -0.7%