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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 %
FAP
2776
Financial Advisory Partners
Florida
$4.67M -$64.3K -223 -1%
AFG
2777
Atomi Financial Group
New York
$4.67M +$4.67M +16,204 New
NCM
2778
NCM Capital Management
New Jersey
$4.66M -$2.88K -10 -0.1%
CCM
2779
Chickasaw Capital Management
Tennessee
$4.66M
AWM
2780
Accurate Wealth Management
Florida
$4.66M -$1.25M -4,315 -21%
OP
2781
ORG Partners
Indiana
$4.65M +$4.65M +16,142 New
VCM
2782
Vivaldi Capital Management
Illinois
$4.64M -$2.42M -8,384 -34%
CW
2783
Channel Wealth
California
$4.64M +$4.64M +16,102 New
CBA
2784
Coastal Bridge Advisors
Connecticut
$4.63M +$279K +969 +6%
AIM
2785
Athena Investment Management
California
$4.63M -$9.23K -32 -0.2%
CAS
2786
Coppell Advisory Solutions
Texas
$4.62M +$1.51M +5,327 +49%
CASC
2787
Coppell Advisory Solutions Corp
Texas
$4.62M +$1.51M +5,327 +49%
LC
2788
Legacy CG
Texas
$4.62M +$116K +404 +3%
WAM
2789
Werlinich Asset Management
Connecticut
$4.61M -$10.4K -36 -0.2%
MPPW
2790
Mitchell & Pahl Private Wealth
Oklahoma
$4.61M -$2.02K -7 -0%
SDWIA
2791
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.6M +$1.11M +3,835 +32%
SRC
2792
Sage Rhino Capital
California
$4.59M +$230K +798 +5%
BHA
2793
Beech Hill Advisors
New York
$4.58M -$13K -45 -0.3%
BWM
2794
Baystate Wealth Management
Massachusetts
$4.58M -$422K -1,464 -8%
WIC
2795
WealthBridge Investment Counsel
Alberta, Canada
$4.58M -$408K -1,415 -8%
IBOK
2796
Independence Bank of Kentucky
Kentucky
$4.58M +$63.7K +221 +1%
OPWM
2797
Oxinas Partners Wealth Management
Indiana
$4.57M -$857K -2,971 -16%
GITFIT
2798
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.57M +$173K +600 +4%
LIP
2799
Lighthouse Investment Partners
Florida
$4.57M +$4.57M +15,854 New
CST
2800
Charles Schwab Trust
Nevada
$4.57M -$1.57M -5,443 -26%