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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 %
VAM
2751
Verity Asset Management
North Carolina
$4.76M +$2.31M +7,999 +94%
HAC
2752
Harbor Advisory Corp
New Hampshire
$4.75M +$38.1K +132 +0.8%
CB
2753
Centennial Bank
Arkansas
$4.75M -$831K -2,883 -15%
GSWM
2754
Greenup Street Wealth Management
Michigan
$4.74M +$1.48M +5,137 +45%
SW
2755
SkyOak Wealth
Michigan
$4.74M -$211K -731 -4%
BZWA
2756
Blue Zone Wealth Advisors
California
$4.73M -$72.1K -250 -2%
AC
2757
AlphaCore Capital
California
$4.73M +$2.09M +7,247 +79%
BCM
2758
Brookmont Capital Management
Texas
$4.73M +$12.4K +43 +0.3%
TWA
2759
Trellis Wealth Advisors
California
$4.72M +$155K +536 +3%
AP
2760
Adero Partners
California
$4.72M -$98K -340 -2%
SP
2761
Successful Portfolios
Florida
$4.72M -$143K -497 -3%
JDR
2762
Jay D. Rosenbaum
$4.72M +$119K +414 +3%
SJL
2763
Shayne & Jacobs LLC
Tennessee
$4.71M
GWA
2764
GGM Wealth Advisors
Maryland
$4.71M -$30K -104 -0.6%
DCM
2765
DGS Capital Management
New Jersey
$4.71M +$346K +1,200 +8%
WCG
2766
Weaver Consulting Group
California
$4.7M +$163K +565 +4%
LAI
2767
Legal Advantage Investments
California
$4.7M
SWA
2768
Sax Wealth Advisors
New Jersey
$4.7M -$517K -1,794 -10%
CA
2769
Capital Advantage
California
$4.69M -$233K -811 -5%
WFI
2770
West Family Investments
California
$4.69M +$291K +1,009 +7%
PWMG
2771
Pinnacle Wealth Management Group
Michigan
$4.69M -$256K -887 -5%
IF
2772
Intrua Financial
Texas
$4.68M +$64K +207 +1%
IAMOG
2773
Investors Asset Management of Georgia
Georgia
$4.68M +$57.7K +200 +1%
BBWA
2774
Bell & Brown Wealth Advisors
California
$4.68M -$381K -1,323 -8%
KWM
2775
Kolinsky Wealth Management
New Jersey
$4.68M -$39.5K -137 -0.8%