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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 %
BCM
2926
Bancreek Capital Management
California
$4.08M -$2.28M -7,917 -36%
OCM
2927
Orser Capital Management
Texas
$4.08M -$23.1K -80 -0.6%
LWM
2928
Lodestone Wealth Management
Washington
$4.08M +$30.8K +107 +0.8%
HNW
2929
High Note Wealth
Minnesota
$4.07M +$2.88K +10 +0.1%
HCM
2930
HMS Capital Management
Tennessee
$4.07M -$126K -437 -3%
KCM
2931
Kathmere Capital Management
Pennsylvania
$4.06M +$1.84M +6,366 +83%
GCM
2932
Geneva Capital Management
Wisconsin
$4.06M -$302K -1,048 -7%
HFS
2933
HBC Financial Services
Washington
$4.05M -$180K -625 -4%
W
2934
Wealthquest
Ohio
$4.05M -$24.8K -86 -0.6%
MAS
2935
Madden Advisory Services
Florida
$4.04M +$288 +1 +0%
SJIM
2936
St. Johns Investment Management
Florida
$4.04M +$899K +3,117 +29%
DA
2937
Dillon & Associates
Michigan
$4.04M +$55.9K +194 +1%
MUAMU
2938
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.04M +$1.15M +4,000 +40%
ESBC
2939
E.S. Barr & Co
Kentucky
$4.03M +$42.1K +146 +1%
AMIM
2940
Aull & Monroe Investment Management
Alabama
$4.02M
WOC
2941
West Oak Capital
California
$4.02M +$159K +550 +4%
PC
2942
Port Capital
Illinois
$4.02M -$577 -2 -0%
KA
2943
Keene & Associates
Texas
$4.02M +$432K +1,498 +12%
W
2944
WealthOne
New York
$4.02M +$349K +1,211 +10%
MSWM
2945
McGlone Suttner Wealth Management
Wisconsin
$4.01M +$109K +378 +3%
HBW
2946
Hazlett, Burt & Watson
West Virginia
$4.01M +$104K +360 +3%
CL
2947
CIM LLC
New York
$4.01M +$156K +540 +4%
RW
2948
REDW Wealth
New Mexico
$4.01M +$284K +986 +8%
EA
2949
Eudaimonia Advisors
Tennessee
$4M -$18.2K -63 -0.5%
AC
2950
Addison Capital
Pennsylvania
$4M -$61.1K -212 -2%