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Microsoft

4,483 hedge funds and large institutions have $1.33T invested in Microsoft in 2022 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 2,060 increasing their positions, 1,937 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,483
Holders Change
-33
Holders Change %
-0.73%
% of All Funds
75.8%
Holding in Top 10
2,411
Holding in Top 10 Change
-72
Holding in Top 10 Change %
-2.9%
% of All Funds
40.77%
New
142
Increased
2,060
Reduced
1,937
Closed
114
Calls
$39.9B
Puts
$21.8B
Net Calls
+$18.1B
Net Calls Change
+$4.95B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2051
Concentric Wealth Management
California
$8.47M +$10.3K +40 +0.1%
CCWA
2052
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.46M -$1.37M -5,346 -14%
NCM
2053
Northside Capital Management
Oregon
$8.46M -$205K -798 -2%
FP
2054
Financial Perspectives
Minnesota
$8.45M +$514 +2 +0%
PCA
2055
Providence Capital Advisors
North Carolina
$8.45M -$323K -1,259 -4%
IIM
2056
Intact Investment Management
Quebec, Canada
$8.41M -$141K -550 -2%
OPW
2057
Oxler Private Wealth
New York
$8.4M +$61.6K +240 +0.7%
NME
2058
Notis-McConarty Edward
$8.4M +$51.6K +201 +0.6%
CWM
2059
Chesapeake Wealth Management
Virginia
$8.39M -$32.9K -128 -0.4%
PM
2060
Penbrook Management
New York
$8.38M -$511K -1,990 -6%
TCOK
2061
Trust Company of Kansas
Kansas
$8.38M -$1.03M -4,027 -11%
PHS
2062
Pekin Hardy Strauss
Illinois
$8.36M -$48.5K -189 -0.6%
SFP
2063
Shepherd Financial Partners
Massachusetts
$8.36M +$43.7K +170 +0.5%
WCA
2064
Westover Capital Advisors
Delaware
$8.35M -$30.3K -118 -0.4%
CHA
2065
Carmichael Hill & Associates
Maryland
$8.35M +$59.8K +233 +0.7%
E
2066
Ergoteles
New York
$8.35M +$5.44M +21,170 +187%
JCM
2067
JAT Capital Management
Connecticut
$8.35M +$8.35M +32,500 New
CI
2068
Carroll Investors
South Carolina
$8.33M -$86.5K -337 -1%
MA
2069
Menlo Advisors
California
$8.33M +$135K +524 +2%
CA
2070
Claro Advisors
Massachusetts
$8.32M -$302K -1,175 -3%
LAIC
2071
Lederer & Associates Investment Counsel
California
$8.32M -$394K -1,535 -5%
AIM
2072
ARK Investment Management
Florida
$8.31M -$910K -3,347 -10%
RWB
2073
RMR Wealth Builders
New Jersey
$8.28M -$797K -3,105 -9%
NDSI
2074
Newman Dignan & Sheerar Inc
Rhode Island
$8.24M -$123K -477 -1%
MRCM
2075
M&R Capital Management
New Jersey
$8.23M +$135K +525 +2%