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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 %
FPTW
2126
Franklin, Parlapiano, Turner & Welch
Texas
$10.4M -$526K -1,565 -5%
HZ
2127
Hixon Zuercher
Ohio
$10.4M +$112K +332 +1%
PHIC
2128
Pine Haven Investment Counsel
Massachusetts
$10.4M +$10.4M +30,941 New
AO
2129
Advisor OS
Illinois
$10.4M +$959K +2,851 +10%
CCM
2130
Carlson Capital Management
Minnesota
$10.4M +$232K +691 +2%
BHBT
2131
Burke & Herbert Bank & Trust
Virginia
$10.4M -$15.1K -45 -0.1%
WA
2132
WealthTrust Axiom
Pennsylvania
$10.3M -$308K -916 -3%
MAG
2133
Mass Ave Global
New York
$10.3M +$10.3M +30,666 New
FBT
2134
First Bank & Trust
South Dakota
$10.3M +$20.5K +61 +0.2%
GP
2135
Geneva Partners
Wisconsin
$10.3M -$89.8K -267 -0.9%
RPWA
2136
Regent Peak Wealth Advisors
Georgia
$10.3M +$319K +947 +3%
HC
2137
HNP Capital
New York
$10.3M +$119K +353 +1%
D
2138
Drystone
Virginia
$10.2M +$10.2M +30,433 New
CCFM
2139
Clear Creek Financial Management
Washington
$10.2M -$831K -2,470 -8%
AWMT
2140
AAFMAA Wealth Management & Trust
North Carolina
$10.2M +$4.79M +14,233 +88%
DFA
2141
Delta Financial Advisors
Louisiana
$10.2M -$101K -300 -1%
WCM
2142
Windward Capital Management
California
$10.2M +$127K +379 +1%
NFG
2143
Nadler Financial Group
Illinois
$10.2M +$701K +2,084 +7%
MIC
2144
Meridian Investment Counsel
California
$10.2M +$597K +1,774 +6%
MA
2145
Menlo Advisors
California
$10.2M -$503K -1,497 -5%
VFA
2146
Voya Financial Advisors
Connecticut
$10.2M -$26.5K -78 -0.3%
CAAS
2147
Capital Asset Advisory Services
Michigan
$10.2M -$130K -386 -1%
FNBOMD
2148
First National Bank of Mount Dora
Florida
$10.1M +$25.2K +75 +0.2%
AFM
2149
Andesa Financial Management
Pennsylvania
$10.1M +$43.4K +129 +0.4%
PWMG
2150
Prestige Wealth Management Group
New Jersey
$10.1M +$91.1K +271 +0.9%