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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 %
TCPG
2576
Trivant Custom Portfolio Group
California
$5.66M +$5.66M +19,648 New
CWP
2577
Concord Wealth Partners
Virginia
$5.66M +$276K +956 +5%
AWAU
2578
Alliance Wealth Advisors (Utah)
Utah
$5.66M +$31.4K +109 +0.6%
UBG
2579
United Bank (Georgia)
Georgia
$5.65M +$114K +397 +2%
WP
2580
WealthPLAN Partners
Nebraska
$5.64M -$5.9M -20,481 -51%
FCFS
2581
First Command Financial Services
Texas
$5.64M +$37.8K +131 +0.7%
FCB
2582
First Command Bank
Texas
$5.64M +$37.8K +131 +0.7%
WR
2583
WD Rutherford
Oregon
$5.63M -$23.1K -80 -0.4%
CF
2584
Concorde Financial
Texas
$5.63M -$2.13M -7,372 -27%
BV
2585
Boxwood Ventures
Illinois
$5.61M -$987K -3,424 -15%
LWM
2586
Liberty Wealth Management
California
$5.6M +$5.6M +19,520 New
CBFP
2587
Cedar Brook Financial Partners
Ohio
$5.6M +$233K +809 +4%
PCH
2588
PGIM Custom Harvest
New Jersey
$5.59M +$450K +1,562 +9%
RCWM
2589
Royal Capital Wealth Management
Indiana
$5.59M +$79.3K +275 +1%
DC
2590
DeDora Capital
California
$5.58M +$224K +776 +4%
GP
2591
Greenline Partners
New York
$5.58M -$767K -2,661 -12%
LFG
2592
Larson Financial Group
Missouri
$5.57M +$197K +683 +4%
BRA
2593
Bender Robert & Associates
California
$5.56M +$1.73K +6 +0%
FCT
2594
First Community Trust
Iowa
$5.56M -$26.8K -93 -0.5%
BSB
2595
Bangor Savings Bank
Maine
$5.56M -$30K -104 -0.5%
GC
2596
Globeflex Capital
California
$5.56M
BLC
2597
Brown, Lisle/Cummings
Rhode Island
$5.55M +$93.7K +325 +2%
UAML
2598
US Asset Management LLC
Pennsylvania
$5.55M -$25.1K -87 -0.4%
LCM
2599
LCM Capital Management
Illinois
$5.55M +$189K +655 +4%
GHAM
2600
Gilman Hill Asset Management
Connecticut
$5.55M -$242K -841 -4%