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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 %
ICM
3376
Islay Capital Management
Texas
$2.53M -$455K -1,577 -15%
HFG
3377
Heron Financial Group
New York
$2.53M -$36.6K -127 -1%
SCM
3378
Sterneck Capital Management
Missouri
$2.53M
AIM
3379
Alhambra Investment Management
Florida
$2.53M +$6.63K +23 +0.3%
PTC
3380
Provident Trust Company
Wisconsin
$2.53M -$69.2K -240 -3%
LB
3381
Legacy Bridge
Iowa
$2.52M -$264K -915 -9%
WWM
3382
Wagner Wealth Management
South Carolina
$2.52M -$26.8K -93 -1%
HFA
3383
Harbert Fund Advisors
Alabama
$2.52M +$894K +3,100 +55%
WFA
3384
Wellspring Financial Advisors
Ohio
$2.52M -$282K -978 -10%
FFG
3385
Fortem Financial Group
California
$2.52M -$557K -1,933 -18%
AWA
3386
Aletheian Wealth Advisors
Washington
$2.52M +$114K +397 +5%
OLA
3387
Oliver Luxxe Assets
New Jersey
$2.52M -$45K -156 -2%
SAM
3388
Seelaus Asset Management
New Jersey
$2.51M -$649K -2,251 -21%
3IP
3389
3Chopt Investment Partners
Virginia
$2.51M +$651K +2,258 +35%
WA
3390
WP Advisors
California
$2.51M +$258K +894 +11%
ADBIC
3391
A.D. Beadell Investment Counsel
Wisconsin
$2.5M -$1.27M -4,423 -34%
GAM
3392
Gould Asset Management
California
$2.5M -$8.94K -31 -0.4%
EDRIA
3393
Edmonds Duncan Registered Investment Advisors
Kansas
$2.5M
AIFAIM
3394
American Institute for Advanced Investment Management
Arizona
$2.5M -$431K -1,502 -15%
EIP
3395
Ellis Investment Partners
Pennsylvania
$2.5M +$47.9K +166 +2%
CWS
3396
Cypress Wealth Services
California
$2.49M -$52.8K -183 -2%
PA
3397
PSI Advisors
Florida
$2.48M +$65.4K +227 +3%
TCM
3398
Teza Capital Management
Illinois
$2.48M +$847K +2,939 +52%
KAM
3399
Karani Asset Management
New York
$2.48M +$1.21M +4,201 +95%
WBCM
3400
Wilson & Boucher Capital Management
California
$2.48M +$44.7K +155 +2%