MSFT icon

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 %
LWMG
3076
Levy Wealth Management Group
Pennsylvania
$3.53M +$802K +2,781 +29%
TFCP
3077
Twin Focus Capital Partners
Massachusetts
$3.52M +$1.47M +5,112 +72%
FB
3078
First Bancorp
Maine
$3.52M +$100K +347 +3%
TC
3079
Tsai Capital
New York
$3.51M +$3.51M +12,187 New
MIA
3080
Milestone Investment Advisors
Wisconsin
$3.51M +$3.51M +12,171 New
QCIG
3081
Quad-Cities Investment Group
Iowa
$3.51M -$79K -274 -2%
MS
3082
Madden Securities
Texas
$3.5M -$62K -215 -2%
MFWP
3083
Mosaic Family Wealth Partners
Missouri
$3.5M -$21.6K -75 -0.6%
SWMG
3084
Signature Wealth Management Group
Georgia
$3.49M -$731K -2,535 -17%
CWM
3085
Compass Wealth Management
Connecticut
$3.49M +$149K +518 +4%
AWMT
3086
AAFMAA Wealth Management & Trust
North Carolina
$3.48M +$30.3K +105 +0.9%
WWM
3087
Windsor Wealth Management
Indiana
$3.48M +$43.7K +151 +1%
KA
3088
KLCM Advisors
Wisconsin
$3.47M +$390K +1,353 +13%
FSCM
3089
Front Street Capital Management
Montana
$3.47M -$70.6K -245 -2%
KCM
3090
KLK Capital Management
California
$3.47M +$33.7K +117 +1%
FDDB
3091
Fidelity D&D Bancorp
Pennsylvania
$3.47M +$3.47M +8,249 New
IAM
3092
Ion Asset Management
Israel
$3.46M +$3.46M +12,000 New
AWG
3093
Altus Wealth Group
Colorado
$3.46M -$262K -908 -7%
GEM
3094
Global Endowment Management
North Carolina
$3.45M -$695K -2,412 -17%
SIG
3095
Spinnaker Investment Group
California
$3.45M +$87.9K +305 +3%
MSCM
3096
McElhenny Sheffield Capital Management
Texas
$3.44M -$737K -2,556 -18%
SAF
3097
Smith Anglin Financial
Texas
$3.44M +$711K +2,467 +26%
MCM
3098
Mendel Capital Management
Arkansas
$3.44M +$19.3K +67 +0.6%
MIM
3099
Miller Investment Management
Pennsylvania
$3.43M -$229K -794 -6%
FTWA
3100
Fifth Third Wealth Advisors
Ohio
$3.43M +$3.43M +11,892 New