MSFT icon

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 %
HCA
2026
Harbour Capital Advisors
Virginia
$7.98M -$8.48K -37 -0.1%
HBWM
2027
Hollow Brook Wealth Management
New York
$7.97M +$123K +528 +2%
BFC
2028
Bedel Financial Consulting
Indiana
$7.95M +$338K +1,484 +4%
FP
2029
Financial Perspectives
Minnesota
$7.94M +$276K +1,185 +4%
WA
2030
Wealth Advisors
California
$7.93M -$23.1K -99 -0.3%
IC
2031
Inscription Capital
Texas
$7.93M +$178K +763 +2%
CF
2032
Clarity Financial
Texas
$7.93M +$171K +734 +2%
SFP
2033
Sandbox Financial Partners
Maryland
$7.91M -$215K -922 -3%
PM
2034
Phraction Management
Connecticut
$7.91M +$594K +2,550 +8%
JHCP
2035
Jackson Hole Capital Partners
Oklahoma
$7.91M +$177K +761 +2%
BEI
2036
Benjamin Edwards Inc
Missouri
$7.91M +$599K +2,572 +8%
SCM
2037
Spreng Capital Management
Ohio
$7.91M -$776K -3,333 -9%
CIG
2038
Consolidated Investment Group
Colorado
$7.89M +$932K +4,000 +13%
MS
2039
Marshall & Sullivan
Washington
$7.88M -$1.63K -7 -0%
CCM
2040
Carlson Capital Management
Minnesota
$7.88M -$44.7K -192 -0.6%
RMAM
2041
Raab & Moskowitz Asset Management
New Jersey
$7.88M -$92K -395 -1%
EWA
2042
EverSource Wealth Advisors
Alabama
$7.87M +$717K +3,079 +10%
FBT
2043
First Bank & Trust
South Dakota
$7.86M +$474K +2,034 +6%
CWM
2044
Chronos Wealth Management
Florida
$7.86M -$311K -1,334 -4%
WPC
2045
White Pine Capital
Minnesota
$7.85M -$204K -874 -3%
MFG
2046
MidWestOne Financial Group
Iowa
$7.83M +$136K +586 +2%
SFP
2047
Shepherd Financial Partners
Massachusetts
$7.82M +$242K +1,037 +3%
CA
2048
Cambridge Advisors
Nebraska
$7.81M -$62.9K -270 -0.8%
TIA
2049
Tiemann Investment Advisors
California
$7.81M -$1.25M -5,374 -14%
CWM
2050
Concentric Wealth Management
California
$7.81M +$125K +535 +2%