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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 %
GCA
3001
Gradient Capital Advisors
California
$3.83M +$339K +1,175 +10%
PCA
3002
Peddock Capital Advisors
Massachusetts
$3.82M +$47.9K +166 +1%
QFA
3003
Quantum Financial Advisors
California
$3.81M
IRC
3004
Investors Research Corp
Georgia
$3.81M
MPIA
3005
Mountain Pacific Investment Advisers
Idaho
$3.81M +$46.1K +160 +1%
RA
3006
Rockingstone Advisors
Massachusetts
$3.81M +$484K +1,679 +15%
RA
3007
Rational Advisors
New York
$3.81M -$1.13M -3,905 -23%
SC
3008
Schulhoff & Co
Ohio
$3.81M +$2.02K +7 +0.1%
CWM
3009
Cabot Wealth Management
Massachusetts
$3.81M -$27.7K -96 -0.7%
SFB
3010
STAR Financial Bank
Indiana
$3.8M -$67.2K -233 -2%
PCG
3011
Prosperity Consulting Group
Maryland
$3.8M -$5.77K -20 -0.2%
SIM
3012
SSI Investment Management
California
$3.8M -$775K -2,688 -17%
CAIMH
3013
Central Asset Investments & Management Holdings
Hong Kong
$3.79M +$3.15M +10,918 +492%
JJBC
3014
James J. Burns & Company
New York
$3.78M +$2.51M +8,703 +197%
VC
3015
Veracity Capital
Georgia
$3.78M -$24.2K -84 -0.6%
IF
3016
Ironwood Financial
Arizona
$3.78M -$21.6K -75 -0.6%
LIA
3017
LBMC Investment Advisors
Tennessee
$3.77M +$118K +410 +3%
AWM
3018
Ameliora Wealth Management
Switzerland
$3.77M +$743K +2,606 +25%
BSSFA
3019
Baron Silver Stevens Financial Advisors
Florida
$3.76M +$115K +398 +3%
DS
3020
Dudley & Shanley
Florida
$3.76M
BIP
3021
Blue Investment Partners
California
$3.75M -$20.2K -70 -0.5%
IAM
3022
Impala Asset Management
Florida
$3.75M +$3.75M +13,000 New
DBRC
3023
D.B. Root & Company
Pennsylvania
$3.75M -$269K -934 -7%
SWA
3024
Sutton Wealth Advisors
Florida
$3.74M -$3.45M -11,982 -48%
PWM
3025
Palumbo Wealth Management
New York
$3.74M +$125K +434 +3%