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Microsoft

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
2001
Trivium Point Advisory
Connecticut
$8.27M +$198K +879 +2%
CCM
2002
Copeland Capital Management
Pennsylvania
$8.24M -$691K -2,883 -8%
BWM
2003
BNC Wealth Management
Oregon
$8.23M -$67.9K -283 -0.8%
GAG
2004
GM Advisory Group
New York
$8.23M -$78.7K -328 -0.9%
UCMOK
2005
United Capital Management of KS
Kansas
$8.22M +$217K +905 +3%
CA
2006
Cornerstone Advisory
Maryland
$8.22M +$479K +1,997 +6%
SBL
2007
Sargent Bickham Lagudis
Colorado
$8.21M -$262K -1,093 -3%
GLA
2008
Great Lakes Advisors
Illinois
$8.2M -$1.33M -49,790 -14%
HBWM
2009
Hollow Brook Wealth Management
New York
$8.19M -$15.8K -66 -0.2%
JHCP
2010
Jackson Hole Capital Partners
Oklahoma
$8.18M +$39.1K +163 +0.5%
SFP
2011
Shepherd Financial Partners
Massachusetts
$8.18M +$127K +530 +2%
CCM
2012
Carderock Capital Management
Maryland
$8.17M +$149K +620 +2%
DBIA
2013
Dumont & Blake Investment Advisors
New Jersey
$8.17M -$48K -200 -0.6%
BIG
2014
Builder Investment Group
Georgia
$8.16M +$8.16M +34,036 New
WPIC
2015
White Pine Investment Company
Michigan
$8.15M +$228K +951 +3%
MPCL
2016
My Personal CFO LLC
Washington
$8.15M +$351K +1,048 +5%
CWM
2017
Chronos Wealth Management
Florida
$8.15M +$56.8K +237 +0.7%
FBT
2018
First Bank & Trust
South Dakota
$8.15M +$49.2K +205 +0.6%
CIG
2019
Consolidated Investment Group
Colorado
$8.13M
HZ
2020
Hixon Zuercher
Ohio
$8.12M +$187K +779 +2%
SXL
2021
Summit X LLC
Missouri
$8.1M -$310K -1,208 -4%
NPT
2022
Nixon Peabody Trust
Massachusetts
$8.09M +$202K +844 +3%
CWM
2023
Concentric Wealth Management
California
$8.09M +$50.8K +212 +0.6%
SFP
2024
Sandbox Financial Partners
Maryland
$8.06M -$83.7K -349 -1%
HCA
2025
Harbour Capital Advisors
Virginia
$8.06M -$275K -1,147 -3%