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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 %
ZIMP
3501
Zimmermann Investment Management & Planning
Pennsylvania
$2.17M -$146K -506 -6%
FCM
3502
Firestone Capital Management
Florida
$2.17M +$67.2K +233 +3%
BPFA
3503
Barnes Pettey Financial Advisors
Mississippi
$2.17M -$124K -431 -5%
AC
3504
Aristides Capital
Kentucky
$2.16M
FFA
3505
Fi3 Financial Advisors
Indiana
$2.16M +$16.7K +58 +0.8%
AGP
3506
Autumn Glory Partners
Texas
$2.16M -$3.27M -11,329 -60%
RCS
3507
Retirement Capital Strategies
California
$2.16M -$19.9K -69 -0.9%
GBWM
3508
Granite Bay Wealth Management
New Hampshire
$2.16M +$316K +1,095 +17%
APC
3509
Aspire Private Capital
North Carolina
$2.16M +$41.8K +145 +2%
SPW
3510
Sonoma Private Wealth
California
$2.16M +$215K +744 +11%
COCM
3511
Charter Oak Capital Management
New Hampshire
$2.15M +$32.6K +113 +2%
XL
3512
XN LP
New York
$2.15M -$14.6M -50,724 -87%
GCP
3513
Gill Capital Partners
Colorado
$2.15M -$58.8K -204 -3%
FAG
3514
Financial Advisory Group
Texas
$2.14M +$30.8K +107 +1%
PA
3515
Parkside Advisors
California
$2.14M -$61.7K -214 -3%
CC
3516
Claybrook Capital
Massachusetts
$2.14M -$28.8K -100 -1%
MPPLM
3517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.14M -$648K -2,248 -23%
OBWG
3518
Onyx Bridge Wealth Group
New York
$2.13M -$71.5K -248 -3%
EWM
3519
Elmwood Wealth Management
California
$2.13M -$3.75K -13 -0.2%
AWA
3520
Alta Wealth Advisors
Massachusetts
$2.13M -$27.1K -94 -1%
MF
3521
Manchester Financial
California
$2.12M +$38.1K +132 +2%
CSWM
3522
Cassady Schiller Wealth Management
Ohio
$2.12M +$34.6K +120 +2%
BAM
3523
Baldrige Asset Management
Pennsylvania
$2.12M -$16.4K -57 -0.8%
LD
3524
Lipe & Dalton
New York
$2.11M +$1.44K +5 +0.1%
TCM
3525
TD Capital Management
Tennessee
$2.1M +$35.2K +122 +2%