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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 %
BOS
2651
Bank of Stockton
California
$5.3M -$629K -2,181 -11%
RCG
2652
Regatta Capital Group
California
$5.29M
CCM
2653
Connective Capital Management
California
$5.28M
GI
2654
GS Investments
Minnesota
$5.28M -$40.7K -141 -0.8%
V
2655
ViaWealth
Kansas
$5.28M -$52.5K -182 -1%
WA
2656
Waddell & Associates
Tennessee
$5.27M -$39.8K -138 -0.7%
WG
2657
Watchman Group
Texas
$5.26M +$66.3K +230 +1%
AFG
2658
AFS Financial Group
Maryland
$5.26M +$7.21K +25 +0.1%
CIP
2659
Convergence Investment Partners
Florida
$5.26M +$361K +1,251 +7%
SFG
2660
Synergy Financial Group
California
$5.25M -$854K -2,962 -14%
DL
2661
DOHJ LLC
Washington
$5.25M -$813K -2,819 -13%
PAM
2662
Peninsula Asset Management
Florida
$5.23M -$82.2K -285 -2%
KC
2663
Kenfarb & Co
Kentucky
$5.23M -$211K -732 -4%
SFS
2664
Strategic Financial Services
New York
$5.22M -$24.2K -84 -0.5%
SPWM
2665
Schrum Private Wealth Management
Florida
$5.22M -$90.8K -315 -2%
CG
2666
Clarus Group
Texas
$5.21M +$6.63K +23 +0.1%
VAG
2667
VisionPoint Advisory Group
Texas
$5.21M -$1.91M -6,244 -27%
Wolverine Trading
2668
Wolverine Trading
Illinois
$5.2M -$180M -634,407 -97%
APG
2669
Abacus Planning Group
South Carolina
$5.2M +$57.7K +200 +1%
EFM
2670
Eley Financial Management
Vermont
$5.2M -$21.3K -74 -0.4%
OIA
2671
Optimum Investment Advisors
Illinois
$5.2M -$37.2K -129 -0.7%
SAM
2672
Secure Asset Management
Michigan
$5.19M +$100K +348 +2%
ABP
2673
Arthur B. Page
$5.18M -$288 -1 -0%
PWA
2674
Phoenix Wealth Advisors
North Carolina
$5.17M -$19.3K -67 -0.4%
AIA
2675
Affinity Investment Advisors
California
$5.16M -$46.7K -162 -0.9%