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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 %
MDSL
2201
M.D. Sass LLC
New York
$9.53M +$101K +300 +1%
AFP
2202
Ausdal Financial Partners
Iowa
$9.49M -$283K -842 -3%
BWA
2203
Blodgett Wealth Advisors
California
$9.48M +$9.48M +28,183 New
JSL
2204
JT Stratford LLC
Georgia
$9.48M +$310K +922 +3%
ARMC
2205
American Research & Management Company
Massachusetts
$9.44M -$22.2K -66 -0.2%
SWM
2206
Sendero Wealth Management
Texas
$9.43M +$9.43M +28,048 New
GSEP
2207
Golden State Equity Partners
California
$9.41M -$460K -1,367 -5%
HBCM
2208
Heron Bay Capital Management
Michigan
$9.41M +$113K +336 +1%
LSC
2209
Lesa Sroufe & Co
Washington
$9.4M
HBT
2210
Heartland Bank & Trust
Illinois
$9.4M +$139K +414 +2%
CPA
2211
Clear Perspective Advisors
Illinois
$9.37M +$1.22M +3,630 +15%
KTM
2212
Keeler Thomas Management
Utah
$9.37M +$1.03M +3,055 +12%
MI
2213
Markston International
New York
$9.36M -$1.2M -3,581 -11%
CAM
2214
Costello Asset Management
Pennsylvania
$9.36M -$154K -459 -2%
EAM
2215
Evanson Asset Management
California
$9.36M +$49.1K +146 +0.5%
SS
2216
Sunbelt Securities
Texas
$9.32M +$120K +394 +1%
AWA
2217
Amplius Wealth Advisors
Pennsylvania
$9.3M +$9.3M +27,644 New
EAM
2218
Eukles Asset Management
Ohio
$9.29M +$268K +798 +3%
PSB
2219
Piscataqua Savings Bank
New Hampshire
$9.27M -$143K -424 -2%
SSWM
2220
Sheets Smith Wealth Management
North Carolina
$9.27M +$147K +438 +2%
JHCP
2221
Jackson Hole Capital Partners
Oklahoma
$9.27M +$231K +686 +3%
ED
2222
Exane Derivatives
France
$9.26M -$3.14M -9,338 -25%
AWM
2223
Affinity Wealth Management
Delaware
$9.26M -$7.06K -23 -0.1%
BBA
2224
Braun-Bostich & Associates
Pennsylvania
$9.26M +$8.14M +26,513 +730%
GFG
2225
Greystone Financial Group
Michigan
$9.25M +$1.59M +4,727 +21%