MSFT icon

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 %
MIM
3351
Merrion Investment Management
New Jersey
$2.6M -$21.6K -75 -0.8%
LFA
3352
Landmark Financial Advisors
Kentucky
$2.6M -$463K -1,606 -15%
IA
3353
IAM Advisory
Pennsylvania
$2.6M -$802K -2,783 -24%
TFO
3354
Tarbox Family Office
California
$2.59M -$2.31K -8 -0.1%
LBWM
3355
Left Brain Wealth Management
Illinois
$2.59M +$103K +335 +4%
CCM
3356
Conway Capital Management
California
$2.59M
FA
3357
Faithward Advisors
Pennsylvania
$2.58M +$1.4M +4,523 +120%
AWS
3358
Aspen Wealth Strategies
Colorado
$2.57M -$100K -348 -4%
1WM
3359
1900 Wealth Management
Texas
$2.57M +$150K +609 +6%
NFA
3360
Northern Financial Advisors
Michigan
$2.57M +$21.3K +74 +0.8%
TAA
3361
TB Alternative Assets
Cayman Islands
$2.57M +$2.57M +8,900 New
PFA
3362
Pathway Financial Advisers
Indiana
$2.57M +$249K +863 +11%
TI
3363
TTP Investments
California
$2.57M +$35.5K +123 +1%
MFG
3364
Midwest Financial Group
Kansas
$2.56M +$2.56M +8,892 New
FNC
3365
First National Corp
Massachusetts
$2.56M -$23.6K -82 -0.9%
PWM
3366
Penobscot Wealth Management
Maine
$2.56M +$69.4K +241 +3%
VWA
3367
VERITY Wealth Advisors
United States
$2.56M -$44.4K -154 -2%
APWA
3368
Atlas Private Wealth Advisors
New Jersey
$2.55M -$91.1K -316 -3%
B
3369
Bridgeworth
Alabama
$2.55M +$101K +349 +4%
AR
3370
Apeiron RIA
Texas
$2.54M -$76.6K -267 -3%
RWI
3371
Red Wave Investments
Pennsylvania
$2.54M -$16.7K -58 -0.7%
MAG
3372
MRA Advisory Group
New Jersey
$2.54M -$275K -953 -10%
DLG
3373
Daniel L. Goodwin
$2.54M +$57.7K +200 +2%
KFA
3374
Kapstone Financial Advisors
Ohio
$2.54M -$113K -390 -4%
OWA
3375
Opal Wealth Advisors
New York
$2.53M +$70.6K +245 +3%