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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 %
LPAM
3226
Lodestar Private Asset Management
California
$2.95M -$2.02K -7 -0.1%
CRCM
3227
Crystal Rock Capital Management
Illinois
$2.95M -$836K -2,900 -22%
AT
3228
Arvest Trust
Oklahoma
$2.93M +$52.2K +181 +2%
AA
3229
Altman Advisors
Illinois
$2.93M +$48K +239 +2%
NJBEST
3230
New Jersey Better Educational Savings Trust
New Jersey
$2.92M
IVP
3231
Intrinsic Value Partners
Arizona
$2.92M -$112K -390 -4%
CPA
3232
Capital Performance Advisors
California
$2.92M +$2.31K +8 +0.1%
SC
3233
Sonen Capital
California
$2.91M -$20.5K -71 -0.7%
LK
3234
Lumbard & Kellner
New Hampshire
$2.91M +$17.5K +60 +0.6%
CSWG
3235
Cardinal Strategic Wealth Guidance
Kentucky
$2.9M -$420K -1,462 -13%
JWM
3236
Janiczek Wealth Management
Colorado
$2.9M +$25.8K +90 +0.9%
RCA
3237
Reitz Capital Advisors
Michigan
$2.9M -$24.8K -86 -0.8%
PWM
3238
Prentice Wealth Management
New York
$2.89M -$1.03M -3,580 -26%
FHC
3239
Forest Hill Capital
Arkansas
$2.88M +$2.88M +10,000 New
PWMG
3240
Provence Wealth Management Group
California
$2.88M +$663K +2,301 +30%
TC
3241
Trust Company
Kansas
$2.88M -$90K -312 -3%
SIC
3242
Samalin Investment Counsel
New York
$2.88M +$17.6K +61 +0.6%
SIS
3243
Sound Income Strategies
Florida
$2.87M -$82.7K -287 -3%
MA
3244
MBA Advisors
Pennsylvania
$2.87M -$34.6K -120 -1%
CPC
3245
Cookson Peirce & Co
Pennsylvania
$2.87M +$21K +73 +0.7%
PHAM
3246
Palisades Hudson Asset Management
Florida
$2.87M -$106K -368 -4%
TCM
3247
Tributary Capital Management
Nebraska
$2.87M -$51.9K -180 -2%
MA
3248
Mezzasalma Advisors
New Jersey
$2.87M +$6.34K +22 +0.2%
TWM
3249
TMD Wealth Management
Arizona
$2.87M +$310K +1,076 +12%
RFA
3250
Register Financial Advisors
Georgia
$2.86M +$250K +866 +10%