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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 %
PFSC
2051
Peoples Financial Services Corp
Pennsylvania
$11.2M -$309K -920 -3%
MG
2052
Mather Group
Illinois
$11.2M +$3.05M +9,071 +38%
SI
2053
Sora Investors
Pennsylvania
$11.2M +$11.2M +33,165 New
ACM
2054
AlphaCrest Capital Management
New York
$11.1M +$93.2K +277 +0.8%
NME
2055
Notis-McConarty Edward
$11.1M -$528K -1,569 -5%
BFC
2056
Bedel Financial Consulting
Indiana
$11.1M +$27.6K +82 +0.2%
NCGI
2057
Next Century Growth Investors
Minnesota
$11.1M +$1.47M +4,383 +15%
TSWM
2058
Triangle Securities Wealth Management
North Carolina
$11.1M -$349K -1,039 -3%
LPIC
2059
LeJeune Puetz Investment Counsel
Michigan
$11.1M -$97.5K -290 -0.9%
AWP
2060
Ascent Wealth Partners
New York
$11M -$1.25M -3,715 -10%
CSPIA
2061
Cary Street Partners Investment Advisory
Virginia
$11M +$645K +1,918 +6%
JFA
2062
JNBA Financial Advisors
Minnesota
$11M +$102K +302 +0.9%
RAM
2063
Roanoke Asset Management
New Jersey
$11M -$80.7K -240 -0.7%
TIM
2064
Thornburg Investment Management
New Mexico
$11M -$8.22M -24,426 -43%
Fuller & Thaler Asset Management
2065
Fuller & Thaler Asset Management
California
$11M -$796K -2,367 -7%
SIA
2066
SeaBridge Investment Advisors
New Jersey
$11M -$45.4K -135 -0.4%
GWCM
2067
Godshalk Welsh Capital Management
Pennsylvania
$11M -$202K -600 -2%
HCM
2068
Hollencrest Capital Management
California
$11M +$80.7K +240 +0.7%
CWM
2069
C2C Wealth Management
Arizona
$11M +$11M +32,666 New
BL
2070
Balentine LLC
Georgia
$11M +$3.5M +10,417 +47%
GBT
2071
Grove Bank & Trust
Florida
$11M +$257K +764 +2%
UCMOK
2072
United Capital Management of KS
Kansas
$11M +$200K +596 +2%
FP
2073
Financial Perspectives
Minnesota
$10.9M +$336 +1 +0%
NDSI
2074
Newman Dignan & Sheerar Inc
Rhode Island
$10.9M -$267K -794 -2%
SDJVC
2075
St. Denis J. Villere & Co
Louisiana
$10.9M -$126K -375 -1%