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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 %
FIBT
3151
First International Bank & Trust
North Dakota
$3.22M -$273K -947 -8%
TCM
3152
Triumph Capital Management
Colorado
$3.22M -$227K -787 -7%
SIM
3153
Sterling Investment Management
Arizona
$3.21M -$1M -3,473 -24%
AWM
3154
Adams Wealth Management
Utah
$3.21M +$33.2K +115 +1%
PFC
3155
Phocas Financial Corp
California
$3.21M -$607K -2,106 -16%
HI
3156
HBK Investments
Texas
$3.19M +$3.19M +11,079 New
TA
3157
Tectonic Advisors
Texas
$3.18M +$8.65K +30 +0.3%
THWM
3158
Taylor Hoffman Wealth Management
Virginia
$3.17M +$53.9K +187 +2%
CFA
3159
Cahill Financial Advisors
Minnesota
$3.17M +$212K +734 +7%
RWMG
3160
Redwood Wealth Management Group
New Jersey
$3.16M -$79.6K -276 -2%
RSA
3161
River Street Advisors
Illinois
$3.16M +$12.7K +44 +0.4%
CA
3162
Calton & Associates
Florida
$3.14M -$1.23M -4,277 -28%
JCM
3163
Jacobsen Capital Management
Utah
$3.14M +$391K +1,355 +14%
WB
3164
West Bancorporation
Iowa
$3.14M -$412K -1,428 -12%
CC
3165
Commons Capital
Massachusetts
$3.13M -$172K -598 -5%
EWS
3166
Evergreen Wealth Solutions
Pennsylvania
$3.13M +$72.4K +251 +2%
GAMC
3167
Garner Asset Management Corp
Texas
$3.13M +$32K +111 +1%
CWA
3168
Consilium Wealth Advisory
Texas
$3.12M -$26.5K -92 -0.8%
SIA
3169
Schear Investment Advisers
Ohio
$3.12M +$86.2K +299 +3%
NG
3170
Northstar Group
New York
$3.12M +$163K +566 +6%
WAM
3171
Walker Asset Management
Missouri
$3.12M +$485K +1,681 +18%
T
3172
TRUADVICE
Florida
$3.11M +$872K +2,838 +39%
DFG
3173
Delphi Financial Group
Delaware
$3.11M
PWM
3174
PBMares Wealth Management
Virginia
$3.11M +$48.7K +169 +2%
FCAG
3175
First Capital Advisors Group
New Jersey
$3.11M -$19K -66 -0.6%