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Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
2051
Westmount Partners
California
$7.82M +$7.82M +32,614 New
GWANC
2052
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.82M +$307K +1,282 +4%
NME
2053
Notis-McConarty Edward
$7.82M +$22.3K +93 +0.3%
SCA
2054
St. Clair Advisors
Ohio
$7.81M +$4.24M +17,676 +119%
HKIMG
2055
Hutchens & Kramer Investment Management Group
Indiana
$7.8M -$236K -986 -3%
CHA
2056
Carmichael Hill & Associates
Maryland
$7.8M -$5.04K -21 -0.1%
SSWM
2057
Strait & Sound Wealth Management
California
$7.79M +$7.79M +32,414 New
MFG
2058
MidWestOne Financial Group
Iowa
$7.79M -$277K -1,157 -3%
CWC
2059
Carolinas Wealth Consulting
North Carolina
$7.76M +$30.1K +420 +0.4%
CIM
2060
Chapman Investment Management
California
$7.75M -$2.69M -11,200 -26%
TA
2061
Tiedemann Advisors
New York
$7.74M -$833K -3,475 -10%
FRA
2062
Front Row Advisors
California
$7.73M -$516K -2,150 -6%
SEEDPG
2063
S.E.E.D. Planning Group
New York
$7.72M +$707K +2,950 +10%
EBT
2064
Enterprise Bank & Trust
Massachusetts
$7.71M +$389K +1,621 +5%
OPW
2065
Oxler Private Wealth
New York
$7.69M -$143K -598 -2%
IA
2066
IFG Advisory
Georgia
$7.69M -$1.23M -5,112 -14%
SCM
2067
Spreng Capital Management
Ohio
$7.67M -$468K -1,951 -6%
CWM
2068
Chesapeake Wealth Management
Virginia
$7.66M -$109K -454 -1%
CA
2069
Cambridge Advisors
Nebraska
$7.66M -$377K -1,572 -5%
PFA
2070
Pure Financial Advisors
California
$7.65M +$1M +4,177 +15%
LC
2071
Lavaca Capital
Texas
$7.62M +$2.4M +10,159 +46%
SFA
2072
Souders Financial Advisors
Ohio
$7.62M +$394K +1,643 +5%
LA
2073
LVW Advisors
New York
$7.61M -$94.5K -394 -1%
SG
2074
Stonnington Group
California
$7.61M -$665K -2,908 -8%
FPTW
2075
Franklin, Parlapiano, Turner & Welch
Texas
$7.61M +$158K +657 +2%
81 82
83
84 85