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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 %
AAM
2301
Ascension Asset Management
New York
$6.01M -$30K -125 -0.5%
FWM
2302
Finer Wealth Management
Massachusetts
$6.01M -$154K -641 -2%
OL
2303
Optas LLC
Texas
$6M +$156K +651 +3%
CLCM
2304
Center Lake Capital Management
Florida
$6M -$13.4M -56,000 -69%
HA
2305
Harbor Advisors
Florida
$6M
SWA
2306
Sutton Wealth Advisors
Florida
$5.99M -$93.1K -388 -2%
SIM
2307
Studio Investment Management
Illinois
$5.98M +$1.2K +5 +0%
PSP
2308
Principal Street Partners
Tennessee
$5.98M +$15.6K +65 +0.3%
PA
2309
Probity Advisors
Texas
$5.98M +$64.8K +270 +1%
PIA
2310
Perennial Investment Advisors
California
$5.97M -$112K -466 -2%
MCCP
2311
Mission Creek Capital Partners
California
$5.97M -$75.5K -315 -1%
NB
2312
Nicolet Bankshares
Wisconsin
$5.95M -$220K -1,182 -4%
AC
2313
Aldebaran Capital
Indiana
$5.95M +$5.95M +24,796 New
ACM
2314
Ayrshire Capital Management
Connecticut
$5.94M +$24K +100 +0.4%
PP
2315
PDS Planning
Ohio
$5.93M +$102K +426 +2%
IP
2316
Ignite Planners
California
$5.92M +$660K +2,659 +13%
CWA
2317
Consilio Wealth Advisors
Washington
$5.9M +$907K +3,781 +18%
WA
2318
Wambolt & Associates
Colorado
$5.9M +$56.1K +234 +1%
SFI
2319
SPC Financial Inc
Maryland
$5.89M -$28.5K -119 -0.5%
HIS
2320
Horizon Investment Services
Indiana
$5.89M -$103K -429 -2%
HIG
2321
Herr Investment Group
Texas
$5.88M +$5.88M +24,531 New
CCMT
2322
CMT Capital Markets Trading
Germany
$5.88M +$2.88M +12,000 +96%
T
2323
TCWP
Ohio
$5.86M +$78.8K +328 +1%
CRI
2324
Commonwealth Retirement Investments
Virginia
$5.86M +$5.86M +24,416 New
PCM
2325
Poehling Capital Management
Wisconsin
$5.85M -$2.88K -12 -0%