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Microsoft

4,483 hedge funds and large institutions have $1.33T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 2,060 increasing their positions, 1,937 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,483
Holders Change
-33
Holders Change %
-0.73%
% of All Funds
75.8%
Holding in Top 10
2,411
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.9%
% of All Funds
40.77%
New
142
Increased
2,060
Reduced
1,937
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
2001
Biltmore Family Office
North Carolina
$9M +$30.8K +120 +0.3%
CRM
2002
Cramer Rosenthal McGlynn
Connecticut
$9M +$2.97M +11,557 +49%
SFP
2003
Sandbox Financial Partners
Maryland
$8.96M +$13.1K +51 +0.1%
BMWM
2004
Brown Miller Wealth Management
Virginia
$8.95M +$276K +1,076 +3%
HCA
2005
Harbour Capital Advisors
Virginia
$8.95M +$48.8K +190 +0.5%
AAMA
2006
Advanced Asset Management Advisors
Ohio
$8.94M -$12.8K -50 -0.1%
SCA
2007
Stokes Capital Advisors
South Carolina
$8.93M +$82.4K +321 +0.9%
SFG
2008
Summit Financial Group
West Virginia
$8.91M -$89.9K -350 -1%
WPC
2009
White Pine Capital
Minnesota
$8.89M -$330K -1,284 -4%
NAMP
2010
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.87M +$16.7K +65 +0.2%
FRA
2011
Front Row Advisors
California
$8.87M -$115K -449 -1%
WPW
2012
Warther Private Wealth
Ohio
$8.87M +$1.34M +5,172 +18%
WCM
2013
Wisconsin Capital Management
Wisconsin
$8.85M -$918K -3,576 -9%
PP
2014
Pegasus Partners
Wisconsin
$8.85M +$234K +911 +3%
LHC
2015
Little House Capital
Massachusetts
$8.84M +$633K +2,463 +8%
NB
2016
Nicolet Bankshares
Wisconsin
$8.82M -$193K -751 -2%
WPIC
2017
White Pine Investment Company
Michigan
$8.8M +$5.91K +23 +0.1%
LPIC
2018
LeJeune Puetz Investment Counsel
Michigan
$8.79M +$253K +985 +3%
RMAM
2019
Raab & Moskowitz Asset Management
New Jersey
$8.79M +$256K +995 +3%
GFG
2020
Greystone Financial Group
Michigan
$8.78M +$1.06M +4,129 +14%
WA
2021
Wealth Advisors
California
$8.77M -$128K -498 -1%
GAG
2022
GM Advisory Group
New York
$8.74M -$542K -2,110 -6%
UCI
2023
Uncommon Cents Investing
Wisconsin
$8.74M -$27K -105 -0.3%
CCM
2024
Carlson Capital Management
Minnesota
$8.74M -$59.1K -230 -0.7%
MS
2025
Marshall & Sullivan
Washington
$8.7M +$21.6K +84 +0.2%