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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 %
RCM
3301
Riverpark Capital Management
New York
$2.73M
MFGM
3302
Marshall Financial Group (Maryland)
Maryland
$2.73M -$220K -764 -7%
WCA
3303
Waypoint Capital Advisors
Minnesota
$2.73M -$57.9K -201 -2%
SPWG
3304
Syntegra Private Wealth Group
Missouri
$2.73M +$87.4K +303 +3%
HIG
3305
Herr Investment Group
Texas
$2.73M -$4.34M -15,065 -61%
LC
3306
Landaas & Company
Wisconsin
$2.72M +$76.4K +265 +3%
KIA
3307
KLR Investment Advisors
Rhode Island
$2.72M -$170K -588 -6%
LGG
3308
Luts & Greenleigh Group
Maryland
$2.72M -$15K -52 -0.5%
BI
3309
Berkeley Inc
Idaho
$2.71M +$138K +477 +5%
CWMGP
3310
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.71M -$264K -915 -9%
PM
3311
Precept Management
Texas
$2.71M -$1.9M -6,600 -41%
SOW
3312
State of Wyoming
Wyoming
$2.7M -$2.77M -9,615 -51%
CSI
3313
Cross Staff Investments
New York
$2.69M -$126K -438 -4%
APW
3314
Acima Private Wealth
Virginia
$2.69M +$238K +827 +10%
MSA
3315
McAlister Sweet & Associates
Texas
$2.69M +$85K +295 +3%
BW
3316
BIP Wealth
Georgia
$2.68M +$2.68M +9,266 New
ITIM
3317
Indiana Trust & Investment Management
Indiana
$2.68M -$11.8K -41 -0.4%
OFW
3318
Omnia Family Wealth
Florida
$2.68M -$14.4K -50 -0.5%
SWP
3319
Semus Wealth Partners
Florida
$2.67M -$92K -319 -3%
TA
3320
TFB Advisors
Kansas
$2.67M +$157K +543 +6%
WFS
3321
Walker Financial Services
Kentucky
$2.67M
TIM
3322
Tortoise Investment Management
New York
$2.66M +$48.7K +169 +2%
WIM
3323
Waycross Investment Management
Washington
$2.66M -$49K -170 -2%
CPM
3324
Connective Portfolio Management
New York
$2.66M +$1.09M +3,800 +69%
PWM
3325
Purus Wealth Management
California
$2.66M +$13K +45 +0.5%