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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 %
IF
3201
IRON Financial
Illinois
$3.02M +$9.8K +34 +0.3%
BFWA
3202
Benchmark Financial Wealth Advisors
Florida
$3.02M -$38.9K -135 -1%
MWP
3203
Madison Wealth Partners
Wisconsin
$3.02M -$12.4K -43 -0.4%
IDBONY
3204
Israel Discount Bank of New York
New York
$3.02M -$292K -1,013 -9%
EFG
3205
Ethos Financial Group
Pennsylvania
$3.02M +$92.5K +351 +3%
MGAM
3206
McGowan Group Asset Management
Texas
$3.01M +$1.17M +4,054 +63%
SFG
3207
Sowa Financial Group
Rhode Island
$3.01M +$41.2K +143 +1%
HWM
3208
Horizon Wealth Management
Illinois
$3.01M -$266K -923 -8%
MFG
3209
Monte Financial Group
Connecticut
$3.01M -$546K -1,894 -15%
SAM
3210
Satovsky Asset Management
New York
$3M +$153K +530 +5%
LGWM
3211
Litman Gregory Wealth Management
California
$3M +$3M +10,401 New
PIAS
3212
PCA Investment Advisory Services
Ohio
$3M +$3M +10,390 New
RLWM
3213
RF&L Wealth Management
Massachusetts
$2.99M
SDH
3214
Sloy Dahl & Holst
Washington
$2.99M -$65.7K -228 -2%
AF
3215
Affiance Financial
Minnesota
$2.99M +$10.1K +35 +0.3%
CFG
3216
Carr Financial Group
Massachusetts
$2.98M +$66.6K +231 +2%
IPGDR
3217
Investidor Profissional Gestao de Recursos
Brazil
$2.98M -$7.2M -24,969 -71%
BFG
3218
Bouchey Financial Group
New York
$2.98M -$68.9K -239 -2%
BC
3219
Barrett & Company
Rhode Island
$2.97M +$56.5K +196 +2%
TFGT
3220
TS Financial Group (TSFG)
Illinois
$2.97M -$165K -573 -5%
FC
3221
Financial Council
Maryland
$2.96M +$288 +1 +0%
SC
3222
Seldon Capital
California
$2.96M +$1.48M +5,126 +100%
CGA
3223
Channing Global Advisors
Florida
$2.95M -$2.02K -7 -0.1%
SFA
3224
Source Financial Advisors
New York
$2.95M -$531K -1,843 -15%
CWM
3225
Catalyst Wealth Management
Georgia
$2.95M +$56.5K +196 +2%