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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 %
AFG
2676
Allegheny Financial Group
Pennsylvania
$5.16M -$3.46K -12 -0.1%
SRSA
2677
S.R. Schill & Associates
Washington
$5.13M +$72.9K +253 +1%
WMA
2678
West Michigan Advisors
Michigan
$5.13M +$1.21M +4,212 +31%
FDS
2679
Freedom Day Solutions
Texas
$5.12M -$142K -491 -3%
DWM
2680
Darwin Wealth Management
Florida
$5.12M -$281K -973 -5%
LWA
2681
Lineweaver Wealth Advisors
Ohio
$5.12M +$23.9K +83 +0.5%
SW
2682
StrongBox Wealth
Missouri
$5.1M -$53K -184 -1%
LAM
2683
Lynch Asset Management
Pennsylvania
$5.1M +$923K +3,200 +22%
WDG
2684
Wealth Dimensions Group
Ohio
$5.1M -$458K -1,587 -8%
RS
2685
Retirement Solution
Washington
$5.1M +$893K +3,098 +21%
ACM
2686
Avalon Capital Management
California
$5.09M
ATIA
2687
American Trust Investment Advisors
New Hampshire
$5.09M -$577 -2 -0%
WAAG
2688
Wealth Alliance Advisory Group
Kansas
$5.08M +$73.5K +255 +1%
RC
2689
Reik & Co
New York
$5.08M -$345K -1,198 -6%
APW
2690
Austin Private Wealth
Texas
$5.07M +$13.8K +48 +0.3%
ANB
2691
Amarillo National Bank
Texas
$5.07M +$34.9K +121 +0.7%
BGDI
2692
BW Gestao de Investimentos
Brazil
$5.07M -$13.2M -45,663 -72%
BSI
2693
Bennett Selby Investments
Maine
$5.07M -$72.9K -253 -1%
PVM
2694
Palogic Value Management
Texas
$5.06M
CA
2695
CV Advisors
Florida
$5.06M -$390K -1,352 -7%
CAMV
2696
Concord Asset Management (Virginia)
Virginia
$5.06M +$1.94M +6,723 +62%
KS
2697
Karpas Strategies
Connecticut
$5.06M -$70.1K -243 -1%
BCM
2698
Boltwood Capital Management
California
$5.05M +$296K +1,028 +6%
CWP
2699
Core Wealth Partners
California
$5.05M +$1.27M +4,416 +34%
SFG
2700
StrategIQ Financial Group
Indiana
$5.05M +$33.2K +115 +0.7%