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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 %
TFA
2026
Teamwork Financial Advisors
Texas
$11.4M +$2.58M +7,679 +29%
JHA
2027
Jackson Hill Advisors
Texas
$11.4M +$11.4M +33,750 New
CWM
2028
Chesapeake Wealth Management
Virginia
$11.3M -$368K -1,094 -3%
NCM
2029
Northside Capital Management
Oregon
$11.3M -$1.61M -4,779 -12%
OPA
2030
Old Port Advisors
Maine
$11.3M -$448K -1,427 -4%
NCM
2031
Northwest Capital Management
Oregon
$11.3M +$272K +889 +2%
BWM
2032
BNC Wealth Management
Oregon
$11.3M +$656K +1,950 +6%
FTB
2033
First Trust Bank
Bahamas
$11.3M
GMA
2034
Glassy Mountain Advisors
Maryland
$11.3M +$11.3M +33,640 New
CA
2035
Cambridge Advisors
Nebraska
$11.3M -$344K -1,022 -3%
MC
2036
Miramar Capital
Illinois
$11.3M -$123K -367 -1%
RCM
2037
Riverpark Capital Management
New York
$11.3M -$3.59M -10,673 -24%
CA
2038
Claro Advisors
Massachusetts
$11.3M +$132K +391 +1%
FBT
2039
First Bankers Trust
Kentucky
$11.3M -$358K -1,064 -3%
STC
2040
Sarah T. Connolly
$11.3M +$3.11M +9,234 +38%
LI
2041
Lafayette Investments
Maryland
$11.3M -$23.5K -70 -0.2%
SFP
2042
Shepherd Financial Partners
Massachusetts
$11.3M +$197K +586 +2%
RDWM
2043
Red Door Wealth Management
Tennessee
$11.3M +$553K +1,645 +5%
SCM
2044
Sitrin Capital Management
California
$11.3M +$27.2K +81 +0.2%
BMWM
2045
Brown Miller Wealth Management
Virginia
$11.3M -$528K -1,569 -4%
HI
2046
Hendershot Investments
Virginia
$11.2M +$90.8K +270 +0.8%
CFG
2047
Cambridge Financial Group
Ohio
$11.2M +$309K +920 +3%
IC
2048
Inscription Capital
Texas
$11.2M +$793K +2,358 +8%
CPO
2049
Cerity Partners OCIO
New York
$11.2M +$1.54M +4,575 +16%
RMAM
2050
Raab & Moskowitz Asset Management
New Jersey
$11.2M +$15.1K +45 +0.1%