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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 %
RPGK
3326
Retirement Planning Group (Kansas)
Kansas
$2.65M -$257K -890 -9%
DG
3327
DMC Group
Alabama
$2.65M +$46.8K +163 +2%
CWMU
3328
Caliber Wealth Management (Utah)
Utah
$2.65M -$34.9K -121 -1%
FWM
3329
Focused Wealth Management
New York
$2.65M +$94K +326 +4%
JEST
3330
JTC Employer Solutions Trustee
Jersey
$2.64M -$21M -72,678 -89%
TCPWM
3331
Traverso Chambers Private Wealth Management
California
$2.64M +$101K +350 +4%
PCM
3332
Pointe Capital Management
Michigan
$2.64M +$56.2K +195 +2%
KLWA
3333
Kelly Lawrence W & Associates
California
$2.64M
GWI
3334
Grace & White Inc
New York
$2.64M
GA
3335
Goldstein Advisors
Wisconsin
$2.63M -$589K -2,043 -18%
HPM
3336
Hoxton Planning & Management
West Virginia
$2.63M -$212K -736 -7%
JWM
3337
Jessup Wealth Management
Ohio
$2.63M +$172K +597 +7%
AA
3338
AlphaQ Advisors
Florida
$2.63M -$242K -838 -8%
TCM
3339
True Capital Management
California
$2.63M +$223K +772 +9%
DCM
3340
Delta Capital Management
New Jersey
$2.63M -$11.5K -40 -0.4%
EWM
3341
Evergreen Wealth Management
Michigan
$2.62M +$33.7K +117 +1%
OW
3342
Olistico Wealth
Oklahoma
$2.62M +$146K +506 +6%
MWM
3343
Massachusetts Wealth Management
Massachusetts
$2.62M -$50.5K -175 -2%
CWM
3344
Concentrum Wealth Management
California
$2.61M -$87.9K -305 -3%
TT
3345
TI-Trust
Illinois
$2.61M
PW
3346
Peninsula Wealth
California
$2.61M -$263K -913 -9%
CCB
3347
Cutter & Co Brokerage
Missouri
$2.61M +$64.6K +224 +3%
SPP
3348
Single Point Partners
Massachusetts
$2.6M +$743K +2,577 +40%
CRI
3349
Colonial River Investments
Virginia
$2.6M +$7.5K +26 +0.3%
BWM
3350
Baron Wealth Management
Michigan
$2.6M +$46.1K +160 +2%