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Microsoft

4,516 hedge funds and large institutions have $1.65T invested in Microsoft in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 2,178 increasing their positions, 1,893 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,516
Holders Change
-2
Holders Change %
-0.04%
% of All Funds
71.47%
Holding in Top 10
2,483
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-1.66%
% of All Funds
39.29%
New
157
Increased
2,178
Reduced
1,893
Closed
106
Calls
$41.2B
Puts
$28.1B
Net Calls
+$13.1B
Net Calls Change
+$1.57B
Name Holding Trade Value Shares
Change
Shares
Change %
LSWM
2226
Lorne Steinberg Wealth Management
Canada
$8.43M +$666K +2,161 +9%
CCA
2227
Childress Capital Advisors
Texas
$8.38M +$1.13M +3,651 +16%
SSWM
2228
Sheets Smith Wealth Management
North Carolina
$8.38M -$119K -386 -1%
PMFA
2229
Plante Moran Financial Advisors
Michigan
$8.36M -$765K -2,481 -8%
ECM
2230
Element Capital Management
New York
$8.33M +$8.33M +27,029 New
EWA
2231
Encompass Wealth Advisors
Oregon
$8.33M +$202K +655 +2%
NC
2232
NovaPoint Capital
Georgia
$8.31M -$144K -467 -2%
SC
2233
Siena Capital
Ohio
$8.31M -$719K -2,332 -8%
CPC
2234
Congress Park Capital
New York
$8.29M +$741K +2,405 +10%
CFA
2235
CWS Financial Advisors
Michigan
$8.28M +$8.63K +28 +0.1%
PFA
2236
Pure Financial Advisors
California
$8.27M +$2.11M +6,857 +34%
SWM
2237
Sendero Wealth Management
Texas
$8.25M -$395K -1,281 -5%
ZCI
2238
Zevenbergen Capital Investments
Washington
$8.25M +$289K +938 +4%
SCM
2239
SOL Capital Management
Maryland
$8.24M -$200K -650 -2%
SS
2240
Sunbelt Securities
Texas
$8.22M -$1.38M -4,391 -14%
CAM
2241
Costello Asset Management
Pennsylvania
$8.22M -$360K -1,168 -4%
BIM
2242
Barton Investment Management
Pennsylvania
$8.21M -$13.9K -45 -0.2%
FWM
2243
Finer Wealth Management
Massachusetts
$8.2M +$169K +547 +2%
EWG
2244
Executive Wealth Group
Washington
$8.19M +$6.78K +22 +0.1%
HBT
2245
Heartland Bank & Trust
Illinois
$8.19M -$430K -1,395 -5%
GAG
2246
Goodman Advisory Group
Massachusetts
$8.19M +$482K +1,564 +6%
VCP
2247
Vista Capital Partners
Oregon
$8.18M -$204K -663 -2%
S
2248
SimplyRich
California
$8.18M -$21.9K -71 -0.3%
CCIA
2249
Cherry Creek Investment Advisors
Colorado
$8.17M +$118K +384 +1%
OCM
2250
Orleans Capital Management
Louisiana
$8.16M +$35.5K +115 +0.4%