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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 %
AWM
2001
Aries Wealth Management
Maine
$8.2M -$18.3K -79 -0.2%
JC
2002
JB Capital
Connecticut
$8.2M +$1.94M +8,318 +31%
AIA
2003
AIMZ Investment Advisors
California
$8.19M +$466 +2 +0%
RWB
2004
RMR Wealth Builders
New Jersey
$8.19M +$674K +2,894 +9%
FNBOMD
2005
First National Bank of Mount Dora
Florida
$8.16M -$249K -1,071 -3%
HA
2006
Herold Advisors
New York
$8.14M +$418K +1,795 +5%
BBNA
2007
Bremer Bank National Association
Minnesota
$8.14M -$1.2M -5,162 -13%
FBC
2008
Fairfield, Bush & Co
Connecticut
$8.13M -$664K -2,851 -8%
AAMA
2009
Advanced Asset Management Advisors
Ohio
$8.11M +$7.22K +31 +0.1%
SFG
2010
Summit Financial Group
West Virginia
$8.11M +$33.3K +143 +0.4%
AC
2011
Avestar Capital
New York
$8.1M -$221K -951 -3%
STC
2012
Sarah T. Connolly
$8.09M -$111K -477 -1%
HKIMG
2013
Hutchens & Kramer Investment Management Group
Indiana
$8.07M +$805K +3,342 +11%
GAG
2014
GM Advisory Group
New York
$8.07M +$143K +613 +2%
SDJVC
2015
St. Denis J. Villere & Co
Louisiana
$8.06M +$708K +3,042 +10%
BWM
2016
BNC Wealth Management
Oregon
$8.06M -$212K -909 -3%
LI
2017
Lafayette Investments
Maryland
$8.04M +$241K +1,036 +3%
RIM
2018
Redwood Investment Management
Arizona
$8.02M +$4.99M +21,423 +164%
PP
2019
Pegasus Partners
Wisconsin
$8.01M -$7.22K -31 -0.1%
LPIC
2020
LeJeune Puetz Investment Counsel
Michigan
$8.01M +$35.2K +151 +0.4%
FRA
2021
Front Row Advisors
California
$8M -$41K -176 -0.5%
B
2022
Brightworth
Georgia
$7.99M +$736K +3,159 +10%
DBIA
2023
Dumont & Blake Investment Advisors
New Jersey
$7.98M -$237K -1,016 -3%
CI
2024
Carroll Investors
South Carolina
$7.98M +$419K +1,798 +6%
MC
2025
Martin & Co
Tennessee
$7.98M +$167K +715 +2%