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Microsoft

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
2276
SageView Advisory Group
California
$6.21M +$6.21M +25,884 New
SF
2277
SBK Financial
Virginia
$6.2M -$69.5K -290 -1%
MCM
2278
Manchester Capital Management
Vermont
$6.17M +$277K +1,153 +5%
ECML
2279
Eagle Capital Management (Louisiana)
Louisiana
$6.17M -$37.4K -156 -0.6%
LFA
2280
Legacy Financial Advisors
Kentucky
$6.16M +$1.25M +5,212 +25%
MCM
2281
Marathon Capital Management
Maryland
$6.15M -$7.2K -30 -0.1%
AIM
2282
AMI Investment Management
Indiana
$6.15M +$110K +457 +2%
CIM
2283
CIM Investment Management
Pennsylvania
$6.15M -$142K -594 -2%
VCP
2284
Vista Capital Partners
Oregon
$6.14M -$181K -754 -3%
KFI
2285
Key Financial Inc
Pennsylvania
$6.14M
TWP
2286
Tempus Wealth Planning
California
$6.13M -$161K -670 -3%
FCA
2287
Fortis Capital Advisors
Kansas
$6.12M +$6.12M +25,511 New
CFO
2288
Colony Family Offices
North Carolina
$6.12M +$18K +75 +0.3%
LF
2289
Lee Financial
Texas
$6.1M +$33.8K +141 +0.6%
HBT
2290
Heartland Bank & Trust
Illinois
$6.08M -$574K -2,394 -9%
CFMC
2291
Curbstone Financial Management Corp
New Hampshire
$6.07M -$736K -3,070 -11%
WTA
2292
Washington Trust Advisors
Massachusetts
$6.07M -$1.57M -6,539 -21%
PIM
2293
Perpetual Investment Management
Australia
$6.06M +$288K +1,200 +5%
ATC
2294
Adirondack Trust Company
New York
$6.06M -$106K -443 -2%
CJFS
2295
Coulter & Justus Financial Services
Tennessee
$6.06M
VCM
2296
Virtue Capital Management
Tennessee
$6.05M +$2.54M +10,578 +72%
WW
2297
Windle Wealth
Oklahoma
$6.05M +$6.05M +25,221 New
BWG
2298
Beta Wealth Group
California
$6.04M +$341K +1,421 +6%
PRWA
2299
Platte River Wealth Advisors
Colorado
$6.03M -$49.9K -208 -0.8%
VBCG
2300
Valley Brook Capital Group
Pennsylvania
$6.01M +$80.8K +337 +1%