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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 %
PK
2726
Pflug Koory
Nebraska
$4.89M -$2.31K -8 -0%
AWM
2727
Atticus Wealth Management
Florida
$4.87M -$904K -3,134 -16%
JF
2728
JSF Financial
California
$4.87M +$701K +2,431 +17%
AIM
2729
Aspen Investment Management
Michigan
$4.87M -$409K -1,418 -8%
EWM
2730
Evermay Wealth Management
Virginia
$4.87M -$125K -434 -3%
HFRG
2731
Houlihan Financial Resource Group
Virginia
$4.86M -$122K -424 -2%
QPWM
2732
Quadrant Private Wealth Management
Pennsylvania
$4.86M -$1.62M -5,636 -25%
AFA
2733
AllGen Financial Advisors
Florida
$4.85M -$1.15M -3,972 -19%
CWM
2734
Centurion Wealth Management
Virginia
$4.85M +$71.5K +248 +1%
PGWM
2735
Parisi Gray Wealth Management
New Jersey
$4.85M -$1.76M -6,089 -27%
PMA
2736
Prudent Man Advisors
Illinois
$4.85M +$336K +1,165 +7%
FC
2737
Financial Consulate
Maryland
$4.84M -$268K -928 -5%
BRC
2738
Bishop Rock Capital
New York
$4.83M -$1.04M -3,608 -18%
AIA
2739
Alera Investment Advisors
Illinois
$4.83M -$20.8K -72 -0.4%
CCG
2740
Cloverfields Capital Group
Minnesota
$4.82M +$640K +2,220 +15%
SL
2741
Sonnipe Ltd
Isle Of Man
$4.82M -$355K -1,232 -7%
NCM
2742
New Capital Management
Texas
$4.82M +$381K +1,320 +9%
LCM
2743
Lattice Capital Management
Washington
$4.82M
WWC
2744
Waypoint Wealth Counsel
Georgia
$4.79M +$72.1K +250 +2%
DRD
2745
Dennis R. Delaney
$4.79M +$72.4K +251 +2%
CC
2746
Carlson Capital
Texas
$4.79M +$4.79M +16,600 New
SWM
2747
Sugarloaf Wealth Management
Georgia
$4.78M +$307K +1,064 +7%
FWM
2748
Forza Wealth Management
Florida
$4.78M +$1.52M +5,259 +47%
FNBOSM
2749
First National Bank of South Miami
Florida
$4.77M -$369K -1,281 -7%
WEG
2750
World Equity Group
Illinois
$4.76M +$4.08M +280,023 +596%