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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 %
CAC
2001
Core Alternative Capital
Georgia
$11.6M +$5.14K +17 +0%
FPGK
2002
Financial Partners Group (Kansas)
Kansas
$11.6M +$40.4K +130 +0.3%
UL
2003
Unionview LLC
Washington
$11.6M +$11.6M +34,540 New
MPCL
2004
My Personal CFO LLC
Washington
$11.6M +$11.6M +34,533 New
HBWM
2005
Hollow Brook Wealth Management
New York
$11.6M +$355K +1,055 +3%
HCA
2006
Harbour Capital Advisors
Virginia
$11.6M +$30.3K +90 +0.3%
NAMP
2007
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.6M +$360K +1,069 +3%
CF
2008
Concorde Financial
Texas
$11.6M +$11.6M +35,092 New
LCP
2009
Legacy Capital Partners
Wisconsin
$11.6M -$212K -630 -2%
CIM
2010
Contravisory Investment Management
Massachusetts
$11.6M -$352K -1,047 -3%
CWM
2011
Chronos Wealth Management
Florida
$11.6M -$253K -752 -2%
AWM
2012
Avitas Wealth Management
California
$11.6M +$296K +879 +3%
UCI
2013
Uncommon Cents Investing
Wisconsin
$11.5M -$81.7K -243 -0.7%
FIA
2014
Foundations Investment Advisors
Arizona
$11.5M +$967K +3,037 +9%
SC
2015
Searle & Co
Connecticut
$11.5M -$47.4K -141 -0.4%
BCA
2016
Bray Capital Advisors
Florida
$11.5M +$116K +344 +1%
SFP
2017
Sandbox Financial Partners
Maryland
$11.5M +$570K +1,696 +5%
PAMG
2018
Patton Albertson Miller Group
Tennessee
$11.4M -$83.7K -249 -0.7%
TWA
2019
TCI Wealth Advisors
Arizona
$11.4M -$9.48M -28,184 -45%
LAIC
2020
Lederer & Associates Investment Counsel
California
$11.4M -$79K -235 -0.7%
CWM
2021
Concentric Wealth Management
California
$11.4M -$494K -1,468 -4%
OGC
2022
Oak Grove Capital
New Hampshire
$11.4M -$1.15M -3,434 -9%
CNC
2023
Citizens & Northern Corp
Pennsylvania
$11.4M -$608K -1,809 -5%
MCM
2024
McMillion Capital Management
North Carolina
$11.4M -$70.3K -209 -0.6%
PL
2025
Plancorp LLC
Missouri
$11.4M -$1.41M -4,194 -11%