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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 %
WW
2951
Waterfront Wealth
Kansas
$4M +$80.7K +280 +2%
MC
2952
Metavasi Capital
New York
$3.99M +$3.99M +13,850 New
PWA
2953
Physician Wealth Advisors
Utah
$3.99M -$4.62K -16 -0.1%
ABLA
2954
Alan B. Lancz & Associates
Ohio
$3.98M -$18.2K -63 -0.5%
WAC
2955
William Allan Corp
Colorado
$3.98M -$36.3K -126 -0.9%
SIC
2956
SFE Investment Counsel
California
$3.98M +$598K +1,957 +18%
GWM
2957
GSB Wealth Management
Connecticut
$3.98M -$122K -423 -3%
TFA
2958
Transamerica Financial Advisors
Florida
$3.98M +$1.52M +5,258 +62%
ICP
2959
Interchange Capital Partners
Pennsylvania
$3.97M +$2.21M +7,662 +126%
CFCI
2960
Comprehensive Financial Consultants Institutional
Indiana
$3.96M +$341K +1,184 +9%
MWM
2961
Marion Wealth Management
Pennsylvania
$3.96M +$318K +1,103 +9%
BCP
2962
Berkeley Capital Partners
Georgia
$3.96M -$5.77K -20 -0.1%
CWM
2963
Chemistry Wealth Management
New York
$3.96M +$124K +429 +3%
RF
2964
Robbins Farley
New Hampshire
$3.96M +$53K +184 +1%
CS
2965
Crescent Sterling
Louisiana
$3.95M -$179K -622 -4%
CG
2966
Corundum Group
Colorado
$3.95M -$136K -470 -3%
RCG
2967
Rock Creek Group
District of Columbia
$3.95M +$992K +3,441 +34%
ACL
2968
Applied Capital LLC
Florida
$3.95M -$78.1K -271 -2%
LA
2969
Lifeworks Advisors
Michigan
$3.95M -$561K -1,947 -12%
TFM
2970
TFC Financial Management
Massachusetts
$3.94M +$453K +1,570 +13%
PPWM
2971
Paragon Private Wealth Management
Kentucky
$3.94M -$226K -784 -5%
HI
2972
Handelsinvest Investeringsforvaltning
Denmark
$3.93M -$1.72M -5,959 -30%
VDBMI
2973
Van Den Berg Management I
Texas
$3.93M +$22.8K +79 +0.6%
CCA
2974
Catalyst Capital Advisors
New York
$3.93M -$639K -2,216 -14%
VFPI
2975
Vantage Financial Partners (Illinois)
Illinois
$3.93M -$376K -1,305 -9%