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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 %
RCA
2101
Roberts Capital Advisors
Colorado
$10.7M +$10.7M +31,919 New
SC
2102
Sawyer & Company
Massachusetts
$10.7M -$45.7K -136 -0.4%
LIM
2103
Loudon Investment Management
New Hampshire
$10.7M -$100K -298 -0.9%
BCCM
2104
Bridge Creek Capital Management
Massachusetts
$10.7M -$398K -1,183 -4%
BP
2105
BBR Partners
New York
$10.7M -$16.3M -48,416 -60%
CI
2106
Carroll Investors
South Carolina
$10.6M +$10.6M +31,847 New
COI
2107
Connable Office Inc
Michigan
$10.6M -$418K -1,242 -4%
NB
2108
Nicolet Bankshares
Wisconsin
$10.6M -$247K -735 -2%
MRCM
2109
M&R Capital Management
New Jersey
$10.6M +$51.5K +153 +0.5%
HA
2110
Herold Advisors
New York
$10.6M -$426K -1,268 -4%
LA
2111
LVW Advisors
New York
$10.6M -$1.29M -3,823 -11%
OC
2112
Oarsman Capital
Wisconsin
$10.6M -$970K -2,883 -8%
HA
2113
Hamel Associates
New Jersey
$10.5M +$63.9K +190 +0.6%
FCMT
2114
Founders Capital Management (Texas)
Texas
$10.5M -$218K -649 -2%
HCM
2115
Hillman Capital Management
Maryland
$10.5M -$882K -2,622 -8%
AI
2116
Aperture Investors
New York
$10.5M -$1.17M -3,480 -10%
IIA
2117
IPG Investment Advisors
California
$10.5M +$10.5M +31,221 New
OAMG
2118
Odey Asset Management Group
United Kingdom
$10.5M -$1.46M -4,336 -12%
NAG
2119
Northstar Advisory Group
New Jersey
$10.5M +$9.14M +27,171 +683%
CPA
2120
Cardiff Park Advisors
California
$10.5M +$10.5M +31,089 New
SFM
2121
Signet Financial Management
New Jersey
$10.5M -$447K -1,330 -4%
HCM
2122
Highlander Capital Management
New Jersey
$10.4M
CCM
2123
Copeland Capital Management
Pennsylvania
$10.4M -$249K -740 -2%
CFFP
2124
Center for Financial Planning
Michigan
$10.4M -$19.2K -57 -0.2%
TA
2125
TFG Advisers
Michigan
$10.4M -$175K -520 -2%