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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 %
PFA
3526
Peak Financial Advisors
Colorado
$2.1M +$1.83M +6,341 +673%
BCM
3527
Barden Capital Management
Texas
$2.1M +$13.5K +47 +0.6%
GB
3528
Goepper Burkhardt
South Carolina
$2.1M -$18.2K -63 -0.9%
UWPG
3529
Ullmann Wealth Partners Group
Florida
$2.1M +$437K +1,516 +26%
TWM
3530
Triton Wealth Management
Arizona
$2.09M -$82K -249 -4%
RCM
3531
Ratan Capital Management
Florida
$2.09M -$8.36M -29,000 -80%
CWM
3532
Campbell Wealth Management
Virginia
$2.09M -$151K -524 -7%
NC
3533
NinePointTwo Capital
California
$2.09M -$277K -960 -12%
MLFP
3534
MPS Loria Financial Planners
Illinois
$2.09M +$137K +476 +7%
SCM
3535
Saba Capital Management
New York
$2.08M +$2.08M +7,227 New
ACM
3536
Absolute Capital Management
Pennsylvania
$2.08M -$713K -2,472 -26%
IPW
3537
IronBridge Private Wealth
Texas
$2.08M +$2.08M +7,199 New
ACMA
3538
Arbor Capital Management (Alaska)
Alaska
$2.07M +$9.55K +33 +0.5%
WIP
3539
WealthCare Investment Partners
Rhode Island
$2.07M -$50.5K -175 -2%
PEA
3540
Park Edge Advisors
Ohio
$2.07M -$983K -3,411 -32%
RDFA
3541
Ritter Daniher Financial Advisory
Ohio
$2.07M +$476K +1,652 +30%
Fuller & Thaler Asset Management
3542
Fuller & Thaler Asset Management
California
$2.07M -$1.73K -6 -0.1%
OCM
3543
Objective Capital Management
Ohio
$2.06M +$11.2K +39 +0.5%
AIS
3544
American Investment Services
Massachusetts
$2.06M
LWM
3545
LJI Wealth Management
Indiana
$2.06M +$40.9K +142 +2%
AWM
3546
Alterna Wealth Management
Texas
$2.06M -$104K -362 -5%
JCIA
3547
Jackson Creek Investment Advisors
Colorado
$2.06M +$1.49M +5,162 +263%
AAMC
3548
Asset Allocation & Management Company
Illinois
$2.05M -$432K -1,500 -17%
UFA
3549
US Financial Advisors
Massachusetts
$2.05M +$28.8K +100 +1%
HFS
3550
Heritage Financial Services
Massachusetts
$2.04M +$73.2K +254 +4%