MSFT icon

Microsoft

4,683 hedge funds and large institutions have $1.52T invested in Microsoft in 2023 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 2,002 increasing their positions, 2,121 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,683
Holders Change
+35
Holders Change %
+0.75%
% of All Funds
74.95%
Holding in Top 10
2,509
Holding in Top 10 Change
+180
Holding in Top 10 Change %
+7.73%
% of All Funds
40.16%
New
234
Increased
2,002
Reduced
2,121
Closed
102
Calls
$32.6B
Puts
$29.7B
Net Calls
+$2.89B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
2476
Winthrop Advisory Group
Massachusetts
$6.26M +$13K +45 +0.2%
CCA
2477
Childress Capital Advisors
Texas
$6.25M -$1.39M -4,835 -18%
SA
2478
Scarborough Advisors
Maryland
$6.25M +$6.25M +21,668 New
PWS
2479
Peloton Wealth Strategists
Indiana
$6.24M
WE
2480
Wealth Effects
Massachusetts
$6.24M +$143K +495 +2%
KL
2481
KWMG LLC
Kansas
$6.24M +$169K +586 +3%
PCM
2482
Prelude Capital Management
New York
$6.23M +$942K +3,269 +18%
KTC
2483
Kistler-Tiffany Companies
Pennsylvania
$6.22M -$21.9K -76 -0.4%
ECM
2484
EagleClaw Capital Management
Massachusetts
$6.2M -$245K -850 -4%
PWA
2485
Providence Wealth Advisors
Illinois
$6.2M -$25K -87 -0.4%
CIM
2486
CIM Investment Management
Pennsylvania
$6.2M -$1.19M -4,123 -16%
MSA
2487
Marino Stram & Associates
Massachusetts
$6.19M -$234K -813 -4%
SWM
2488
Sculati Wealth Management
Michigan
$6.19M +$18.2K +63 +0.3%
SC
2489
Solstein Capital
California
$6.19M -$300K -1,039 -5%
BEC
2490
Blue Edge Capital
Virginia
$6.17M +$9.23K +32 +0.1%
SC
2491
Settian Capital
New York
$6.16M
WDC
2492
Woodward Diversified Capital
California
$6.15M -$28.3K -98 -0.5%
PIN
2493
Prudent Investors Network
California
$6.14M -$352K -1,222 -5%
NPP
2494
New Potomac Partners
Maryland
$6.14M -$23.6K -82 -0.4%
TWM
2495
Thrive Wealth Management
Pennsylvania
$6.14M +$2.03M +7,047 +49%
MIM
2496
MTM Investment Management
South Carolina
$6.13M -$62.3K -216 -1%
CSA
2497
Cottage Street Advisors
Massachusetts
$6.13M -$1.08B -3,742,049 -99%
WMA
2498
Wealth Management Associates
New Jersey
$6.13M +$335K +1,162 +6%
KMWM
2499
Keudell/Morrison Wealth Management
Oregon
$6.12M -$6.92K -24 -0.1%
RWP
2500
Revolve Wealth Partners
New Jersey
$6.11M +$72.1K +250 +1%