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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
1926
Trustmark National Bank Trust Department
Mississippi
$8.99M +$118K +491 +1%
FPFS
1927
First Personal Financial Services
North Carolina
$8.98M -$96.9K -404 -1%
BBNA
1928
Bremer Bank National Association
Minnesota
$8.98M +$598K +2,493 +7%
HCC
1929
Hirtle Callaghan & Co
Pennsylvania
$8.97M +$2.89M +12,071 +48%
LHC
1930
Little House Capital
Massachusetts
$8.95M -$26.9K -112 -0.3%
AC
1931
Avestar Capital
New York
$8.95M +$610K +2,544 +7%
KNW
1932
Kesler Norman & Wride
Utah
$8.94M -$132K -549 -1%
BIMC
1933
Benson Investment Management Company
Virginia
$8.92M -$68.3K -285 -0.8%
BAM
1934
Brave Asset Management
New Jersey
$8.92M -$36.5K -152 -0.4%
MFFIA
1935
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$8.91M +$8.91M +37,166 New
BCA
1936
Bay Colony Advisors
Massachusetts
$8.9M -$98.1K -409 -1%
4WM
1937
44 Wealth Management
Oregon
$8.85M +$219K +914 +3%
DBG
1938
De Burlo Group
Massachusetts
$8.84M -$4.94M -20,610 -36%
WPC
1939
Wedmont Private Capital
Pennsylvania
$8.83M +$3.91M +17,402 +80%
SWM
1940
Soundmark Wealth Management
Washington
$8.83M +$6K +25 +0.1%
XI
1941
XXEC Inc
Oklahoma
$8.83M +$87.8K +366 +1%
JGUA
1942
John G. Ullman & Associates
New York
$8.83M -$69.8K -291 -0.8%
NCM
1943
Northside Capital Management
Oregon
$8.81M +$917K +3,823 +12%
CD
1944
Chapin Davis
Maryland
$8.8M +$8.8M +36,692 New
KWM
1945
Keebeck Wealth Management
Illinois
$8.77M -$2.45M -10,211 -22%
SWM
1946
Sendero Wealth Management
Texas
$8.76M +$885K +3,689 +11%
CPO
1947
Cerity Partners OCIO
New York
$8.75M -$177K -736 -2%
AWP
1948
Ascent Wealth Partners
New York
$8.75M +$4.32K +18 +0%
BEI
1949
Benjamin Edwards Inc
Missouri
$8.73M +$586K +2,444 +7%
BMWM
1950
Brown Miller Wealth Management
Virginia
$8.73M +$133K +556 +2%