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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 %
OIS
2451
Okabena Investment Services
Minnesota
$7.33M +$1.25M +3,717 +21%
HVP
2452
Hudson Value Partners
Florida
$7.32M +$82.4K +245 +1%
SFS
2453
Summit Financial Strategies
Ohio
$7.32M +$40.4K +120 +0.6%
FCM
2454
Fortis Capital Management
Washington
$7.31M +$2.79M +8,302 +62%
SA
2455
Scarborough Advisors
Maryland
$7.31M +$7.31M +21,744 New
BB
2456
Bell Bank
North Dakota
$7.31M +$226K +672 +3%
PCG
2457
Private Capital Group
Connecticut
$7.3M +$34K +101 +0.5%
BOS
2458
Bank of Stockton
California
$7.28M -$133K -395 -2%
EML
2459
Eos Management LP
New York
$7.27M
VDBMI
2460
Van Den Berg Management I
Texas
$7.26M -$99.5K -296 -1%
BCM
2461
Breiter Capital Management
Florida
$7.25M +$59.5K +177 +0.8%
FWM
2462
Forefront Wealth Management
Pennsylvania
$7.24M +$7.24M +21,521 New
MIM
2463
Moseley Investment Management
Florida
$7.23M -$300K -892 -4%
BCM
2464
Brooktree Capital Management
Michigan
$7.23M -$118K -350 -2%
PWA
2465
Providence Wealth Advisors
Illinois
$7.23M -$71.2K -231 -1%
HLCM
2466
Hickory Lane Capital Management
New York
$7.23M +$7.23M +21,500 New
FA
2467
Financial Advisors
Massachusetts
$7.22M +$47.4K +141 +0.7%
HC
2468
Hourglass Capital
Texas
$7.2M -$2.09M -6,220 -23%
HFA
2469
HC Financial Advisors
California
$7.2M -$113K -335 -2%
BEC
2470
Blue Edge Capital
Virginia
$7.19M
FUBT
2471
First United Bank & Trust
Maryland
$7.18M +$520K +1,545 +8%
SFG
2472
Synergy Financial Group
California
$7.18M +$7.18M +21,353 New
IIC
2473
Integrated Investment Consultants
Michigan
$7.18M +$310K +923 +5%
HWA
2474
Heritage Way Advisors
Illinois
$7.18M -$800K -2,379 -10%
Financial Engines Advisors
2475
Financial Engines Advisors
California
$7.17M -$855K -2,541 -11%