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Microsoft

4,476 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,150 increasing their positions, 1,815 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,476
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.4%
Holding in Top 10
2,381
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-1.24%
% of All Funds
41.17%
New
146
Increased
2,150
Reduced
1,815
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
1976
Lawrence B. Cohen
$8.53M -$545K -2,341 -6%
BFO
1977
Biltmore Family Office
North Carolina
$8.52M +$360K +1,546 +4%
BWA
1978
BDO Wealth Advisors
Florida
$8.51M +$30.7K +132 +0.4%
HCM
1979
Hillman Capital Management
Maryland
$8.49M +$98.5K +423 +1%
XI
1980
XXEC Inc
Oklahoma
$8.49M -$38.4K -165 -0.5%
AWP
1981
Ascent Wealth Partners
New York
$8.49M -$252K -1,084 -3%
CCWA
1982
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.47M +$797K +3,421 +10%
WPW
1983
Warther Private Wealth
Ohio
$8.47M +$509K +2,186 +6%
UWM
1984
Udine Wealth Management
Florida
$8.43M +$600K +2,577 +8%
MCM
1985
Mattern Capital Management
Colorado
$8.41M -$153K -659 -2%
Financial Engines Advisors
1986
Financial Engines Advisors
California
$8.41M +$202K +869 +2%
PA
1987
Procyon Advisors
Connecticut
$8.41M -$52.6K -226 -0.6%
AWM
1988
Aevitas Wealth Management
Massachusetts
$8.4M +$105K +451 +1%
PIMH
1989
Prudence Investment Management (HK)
Hong Kong
$8.38M +$8.38M +36,000 New
4WM
1990
44 Wealth Management
Oregon
$8.38M +$64.7K +278 +0.8%
OIM
1991
Orca Investment Management
Oregon
$8.35M -$158K -679 -2%
BMWM
1992
Brown Miller Wealth Management
Virginia
$8.34M +$226K +972 +3%
TA
1993
Tiedemann Advisors
New York
$8.33M -$34.2K -147 -0.4%
CA
1994
Claro Advisors
Massachusetts
$8.32M
BO
1995
Bank OZK
Arkansas
$8.3M +$93.6K +402 +1%
PCA
1996
Prospect Capital Advisors
California
$8.29M +$1.13M +4,850 +16%
AWM
1997
Avitas Wealth Management
California
$8.28M -$5.78M -24,818 -41%
PL
1998
Parkwood LLC
Ohio
$8.26M -$827K -3,553 -9%
SBL
1999
Sargent Bickham Lagudis
Colorado
$8.23M -$115K -493 -1%
SCA
2000
Stokes Capital Advisors
South Carolina
$8.22M +$122K +525 +2%