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 %
SAM
2526
Security Asset Management
New York
$5.95M -$402K -1,395 -6%
CWM
2527
CCG Wealth Management
California
$5.94M -$3.14M -10,892 -35%
FCFC
2528
First Commonwealth Financial Corp
Pennsylvania
$5.93M -$174K -603 -3%
PIM
2529
Platinum Investment Management
Australia
$5.93M
VT
2530
Vise Technologies
New York
$5.93M +$727K +2,522 +14%
AGAM
2531
Audent Global Asset Management
California
$5.91M -$169K -586 -3%
EWM
2532
EPG Wealth Management
Georgia
$5.9M +$624K +2,164 +12%
FA
2533
Financial Advisors
Massachusetts
$5.89M +$288 +1 +0%
RI
2534
Redwood Investments
Massachusetts
$5.89M -$371K -1,288 -6%
FWA
2535
FSM Wealth Advisors
Ohio
$5.89M +$323K +1,119 +6%
RCM
2536
Regency Capital Management
Hawaii
$5.87M +$366K +1,271 +7%
UAM
2537
Unison Asset Management
Florida
$5.87M +$1.15K +4 +0%
FUBT
2538
First United Bank & Trust
Maryland
$5.86M -$57.4K -199 -1%
LAM
2539
L2 Asset Management
Massachusetts
$5.84M -$207K -717 -3%
SCP
2540
Stamos Capital Partners
California
$5.84M +$1.04M +3,600 +22%
PWM
2541
Prosperity Wealth Management
California
$5.81M +$323K +1,122 +6%
BWS
2542
Buck Wealth Strategies
Colorado
$5.81M +$5.81M +20,152 New
KLCM
2543
KG&L Capital Management
Louisiana
$5.8M -$29.4K -102 -0.5%
GPTE
2544
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.8M
AA
2545
Alta Advisers
United Kingdom
$5.79M
AFC
2546
AFT Forsyth & Company
Florida
$5.77M -$56.2K -195 -1%
RWM
2547
RBA Wealth Management
California
$5.77M +$391K +1,357 +7%
WHGC
2548
Wealth High Governance Capital
Brazil
$5.77M -$5.77M -20,000 -50%
BOC
2549
Barbara Oil Co
Illinois
$5.77M
MCM
2550
Maytus Capital Management
New York
$5.77M +$5.77M +20,000 New