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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 %
IWN
3426
Independent Wealth Network
Iowa
$2.4M -$6.05K -21 -0.3%
RHAM
3427
Round Hill Asset Management
California
$2.4M -$43.2K -150 -2%
BCM
3428
Basso Capital Management
Connecticut
$2.39M
LIA
3429
LSP Investment Advisors
New York
$2.39M
LAM
3430
Lakewood Asset Management
Illinois
$2.38M -$26.2K -91 -1%
KFA
3431
Krane Funds Advisors
New York
$2.38M +$345K +1,219 +17%
ACM
3432
AUA Capital Management
Pennsylvania
$2.38M -$2.02K -7 -0.1%
LWP
3433
Lumature Wealth Partners
Georgia
$2.37M -$148K -512 -6%
WQ
3434
Wealth Quarterback
New Jersey
$2.37M -$70.9K -246 -3%
NCM
3435
Neumann Capital Management
California
$2.37M -$80.7K -280 -3%
CCA
3436
Column Capital Advisors
Indiana
$2.37M +$382K +1,326 +19%
LA
3437
Latitude Advisors
Florida
$2.37M -$10.1K -35 -0.4%
TBWA
3438
Three Bridge Wealth Advisors
California
$2.36M +$32.3K +112 +1%
SA
3439
SRN Advisors
Pennsylvania
$2.36M -$320K -1,126 -12%
RAG
3440
RIA Advisory Group
Iowa
$2.36M +$144K +496 +6%
WRPWM
3441
Werba Rubin Papier Wealth Management
California
$2.36M +$145K +504 +7%
NLP
3442
Next Level Private
New York
$2.35M -$28.8K -100 -1%
OPOWM
3443
One Plus One Wealth Management
Florida
$2.34M -$143K -496 -6%
VCWA
3444
Vanguard Capital Wealth Advisors
Colorado
$2.34M +$304K +1,053 +15%
CCA
3445
Clearwater Capital Advisors
Illinois
$2.34M +$15.3K +53 +0.7%
HFM
3446
Hartford Funds Management
Pennsylvania
$2.34M +$349K +1,212 +18%
CWM
3447
Castle Wealth Management
Florida
$2.34M -$141K -488 -6%
KFP
3448
KB Financial Partners
New Jersey
$2.34M +$251K +871 +12%
SFWA
3449
Summit Financial Wealth Advisors
Louisiana
$2.33M -$9.8K -34 -0.4%
I
3450
IMPACTfolio
Colorado
$2.32M +$38.3K +133 +2%