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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 %
RB
3476
Richmond Brothers
Michigan
$2.25M -$558K -1,937 -20%
DAM
3477
Doheny Asset Management
California
$2.25M +$728K +2,524 +48%
CAGAS
3478
Capital Advisory Group Advisory Services
Minnesota
$2.25M +$27.4K +95 +1%
PPW
3479
Presilium Private Wealth
Pennsylvania
$2.25M +$137K +475 +6%
WPW
3480
Watershed Private Wealth
Illinois
$2.24M +$27.1K +94 +1%
THL
3481
Tillman Hartley LLC
Colorado
$2.24M
CSC
3482
Caldwell Sutter Capital
California
$2.23M +$486K +1,684 +28%
PWP
3483
Phillips Wealth Planners
Mississippi
$2.22M -$6.42K -21 -0.3%
P
3484
&Partners
Tennessee
$2.22M +$64.9K +225 +3%
DCM
3485
Dimension Capital Management
Florida
$2.22M +$1.73K +6 +0.1%
TWM
3486
Trevian Wealth Management
Massachusetts
$2.21M +$9.52K +33 +0.4%
CM
3487
Capula Management
Cayman Islands
$2.21M -$39.5M -136,975 -95%
SIAG
3488
Safeguard Investment Advisory Group
California
$2.2M +$137K +475 +7%
OWM
3489
Opes Wealth Management
California
$2.2M +$157K +543 +8%
WCM
3490
Washburn Capital Management
Florida
$2.2M -$104K -362 -5%
SWRP
3491
Summit Wealth & Retirement Planning
California
$2.2M -$170K -589 -7%
FA
3492
Fermata Advisors
California
$2.2M -$321K -1,113 -13%
BCMLT
3493
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19M +$55.6K +193 +3%
OWA
3494
Outlook Wealth Advisors
Texas
$2.19M -$37.2K -129 -2%
AFS
3495
Aft Forsyth & Sober
Florida
$2.18M -$101K -350 -4%
AW
3496
Apricus Wealth
South Carolina
$2.18M -$51.3K -178 -2%
GIM
3497
Groesbeck Investment Management
New Jersey
$2.18M
WWP
3498
WR Wealth Planners
Missouri
$2.18M +$1.16M +4,024 +114%
TAM
3499
Tealwood Asset Management
Minnesota
$2.17M -$51.3K -178 -2%
FH
3500
FWG Holdings
Florida
$2.17M -$79.6K -276 -4%