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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 %
LWM
3026
Ledge Wealth Management
Minnesota
$3.74M +$26.2K +91 +0.7%
AWA
3027
Amplius Wealth Advisors
Pennsylvania
$3.73M +$119K +413 +3%
NC
3028
NewSquare Capital
Pennsylvania
$3.73M +$55.1K +191 +2%
GSC
3029
Grey Street Capital
Illinois
$3.72M +$3.72M +12,917 New
DI
3030
DAGCO Inc
Ohio
$3.72M -$3.72K -13 -0.1%
MHWM
3031
Montz Harcus Wealth Management
Louisiana
$3.72M -$76.1K -264 -2%
MCA
3032
Magnolia Capital Advisors
Mississippi
$3.72M +$167K +579 +5%
VWM
3033
Vigilare Wealth Management
Arizona
$3.72M -$248K -860 -6%
MAM
3034
McLean Asset Management
Virginia
$3.71M -$122K -424 -3%
FIM
3035
Fernwood Investment Management
Massachusetts
$3.71M +$1.48M +5,118 +66%
GPWA
3036
Great Point Wealth Advisors
Massachusetts
$3.7M -$8.07K -28 -0.2%
VCM
3037
Viewpoint Capital Management
Washington
$3.7M -$11.5K -40 -0.3%
BCG
3038
Breakwater Capital Group
New Jersey
$3.7M +$241K +837 +7%
AWM
3039
Aprio Wealth Management
Georgia
$3.69M +$1.51M +5,241 +69%
RB
3040
Renasant Bank
Mississippi
$3.69M -$370K -1,285 -9%
BC
3041
Bowman & Company
Wisconsin
$3.69M +$316K +1,096 +9%
RGI
3042
River Global Investors
United Kingdom
$3.69M -$70.6K -245 -2%
CBT
3043
CoreFirst Bank & Trust
Kansas
$3.68M -$192K -665 -5%
ORC
3044
O'Rourke & Company
Massachusetts
$3.68M +$18.2K +63 +0.5%
PBT
3045
Pictet Bank & Trust
Bahamas
$3.67M +$146K +507 +4%
PC
3046
Permanens Capital
New York
$3.67M
BWA
3047
Burt Wealth Advisors
Maryland
$3.67M +$217K +752 +6%
WFAG
3048
Worth Financial Advisory Group
North Carolina
$3.65M +$168K +584 +5%
DE
3049
Day & Ennis
Georgia
$3.65M +$24.8K +86 +0.7%
SFG
3050
Sovereign Financial Group
Connecticut
$3.65M +$173K +599 +5%