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 %
KCM
1951
Karp Capital Management
California
$12.3M +$404K +1,200 +3%
AWM
1952
Aries Wealth Management
Maine
$12.3M +$119K +355 +1%
RM
1953
Resource Management
Louisiana
$12.3M +$214K +635 +2%
JWCA
1954
J.W. Coons Advisors
Ohio
$12.3M -$202K -601 -2%
TA
1955
Tiedemann Advisors
New York
$12.3M -$219K -652 -2%
WWM
1956
Westwood Wealth Management
California
$12.3M +$12.3M +36,455 New
AIA
1957
AIMZ Investment Advisors
California
$12.2M +$91.1K +271 +0.8%
PHS
1958
Pekin Hardy Strauss
Illinois
$12.2M -$63.9K -190 -0.5%
GAG
1959
GM Advisory Group
New York
$12.2M -$12.4K -37 -0.1%
PCR
1960
Potrero Capital Research
California
$12.2M
JWM
1961
Jupiter Wealth Management
Colorado
$12.2M -$420K -1,250 -3%
JCM
1962
Jacobi Capital Management
Pennsylvania
$12.2M +$238K +707 +2%
STA
1963
Summit Trail Advisors
New York
$12.1M +$1.85M +5,507 +18%
SCA
1964
Stokes Capital Advisors
South Carolina
$12.1M -$358K -1,065 -3%
WPC
1965
White Pine Capital
Minnesota
$12.1M -$214K -637 -2%
MCM
1966
Mattern Capital Management
Colorado
$12.1M -$1.35M -4,015 -10%
BDS
1967
Banco de Sabadell
Florida
$12.1M +$5.23M +15,517 +76%
SF
1968
Symphony Financial
Texas
$12.1M +$1.89M +5,644 +19%
GA
1969
GraniteShares Advisors
New York
$12.1M +$12.1M +35,874 New
MKA
1970
M. Kulyk & Associates
Georgia
$12.1M +$1.36M +4,047 +13%
TPA
1971
Trivium Point Advisory
Connecticut
$12M +$151K +450 +1%
IIM
1972
Intact Investment Management
Quebec, Canada
$12M -$941K -2,800 -7%
MMPW
1973
Mitchell McLeod Pugh & Williams
Alabama
$12M -$2.35K -7 -0%
TP
1974
Tranquility Partners
Tennessee
$12M -$28.3K -84 -0.2%
EBT
1975
Enterprise Bank & Trust
Massachusetts
$12M -$304K -905 -2%