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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 %
MWM
3451
Mascoma Wealth Management
New Hampshire
$2.32M -$203K -660 -8%
PIA
3452
Pinion Investment Advisors
Kansas
$2.32M -$203K -703 -8%
ARG
3453
Advisory Resource Group
Oklahoma
$2.32M +$51.9K +180 +2%
CCG
3454
Coastwise Capital Group
California
$2.31M +$289K +1,004 +14%
CGH
3455
CMG Global Holdings
Texas
$2.31M +$281K +974 +14%
KFS
3456
Kaizen Financial Strategies
California
$2.31M -$112K -390 -5%
OIM
3457
Oder Investment Management
California
$2.31M +$14.1K +49 +0.6%
MFG
3458
Menard Financial Group
Texas
$2.31M -$69.8K -242 -3%
LOAMU
3459
Lombard Odier Asset Management (USA)
New York
$2.31M
PFWA
3460
Paces Ferry Wealth Advisors
Georgia
$2.3M +$92.8K +322 +4%
FWM
3461
FFT Wealth Management
Pennsylvania
$2.3M -$16.7K -58 -0.7%
BFA
3462
Beacon Financial Advisory
Ohio
$2.29M +$36.9K +128 +2%
ZC
3463
Zeit Capital
Colorado
$2.29M -$409K -1,420 -15%
G
3464
GenTrust
Florida
$2.29M +$514K +1,782 +29%
BWM
3465
Birchcreek Wealth Management
Ohio
$2.28M +$443K +1,536 +24%
LAS
3466
LWM Advisory Services
Florida
$2.28M -$68.9K -239 -3%
LCWP
3467
Legacy Capital Wealth Partners
Arkansas
$2.28M +$2.28M +7,904 New
DCM
3468
Difesa Capital Management
New York
$2.28M +$54.8K +190 +2%
SFG
3469
Sunburst Financial Group
Alabama
$2.28M -$3.17K -11 -0.1%
BWM
3470
BlackDiamond Wealth Management
New York
$2.27M +$11.8K +43 +0.5%
PCM
3471
Portolan Capital Management
Massachusetts
$2.27M -$683K -2,368 -23%
LA
3472
Lane & Associates
New Jersey
$2.26M -$89.9K -312 -4%
LL
3473
LWMG LLC
Minnesota
$2.26M -$55.6K -193 -2%
RIM
3474
Rockbridge Investment Management
New York
$2.26M -$16.4K -57 -0.7%
CWA
3475
Clarity Wealth Advisors
California
$2.26M +$60K +208 +3%