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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 %
WFA
3626
WestHill Financial Advisors
California
$1.85M -$85.9K -298 -4%
AFG
3627
Alterity Financial Group
Maine
$1.85M +$45.3K +157 +3%
Cohen & Steers
3628
Cohen & Steers
New York
$1.85M
CCM
3629
Crew Capital Management
Ohio
$1.84M +$31.7K +110 +2%
HIF
3630
Hill Island Financial
Michigan
$1.84M -$63.8K -209 -3%
HI
3631
Human Investing
Oregon
$1.84M -$31.1K -108 -2%
KPWG
3632
KFA Private Wealth Group
Virginia
$1.84M -$101K -351 -5%
ACM
3633
Ategra Capital Management
Virginia
$1.84M +$883K +3,064 +92%
RCM
3634
Raleigh Capital Management
North Carolina
$1.84M +$253K +878 +16%
TA
3635
TrueWealth Advisors
Alabama
$1.84M -$115K -400 -6%
PWS
3636
Peterson Wealth Services
Utah
$1.84M +$802K +2,780 +78%
CHA
3637
Cooper/Haims Advisors
New York
$1.83M +$5.19K +18 +0.3%
NL
3638
Navalign LLC
California
$1.83M -$10.1K -35 -0.5%
NEWAS
3639
N.E.W. Advisory Services
Wisconsin
$1.83M -$50.7K -176 -3%
FW
3640
FirstPurpose Wealth
Utah
$1.83M +$45.8K +159 +3%
SWP
3641
Summit Wealth Partners
Florida
$1.83M
CF
3642
Copperwynd Financial
Arizona
$1.83M +$282K +979 +18%
PFA
3643
Professional Financial Advisors
Nebraska
$1.82M -$29.9K -97 -2%
DCM
3644
Deuterium Capital Management
Florida
$1.82M
CA
3645
Cortland Associates
Missouri
$1.81M -$22.8K -79 -1%
SL
3646
Sentinus LLC
Illinois
$1.81M +$932K +3,234 +107%
DPI
3647
Diversified Portfolios Inc
Michigan
$1.8M +$372K +1,291 +26%
BAM
3648
BOS Asset Management
Illinois
$1.8M -$21K -73 -1%
EWA
3649
ERTS Wealth Advisors
Michigan
$1.8M -$107K -371 -6%
TVAMP
3650
Tennessee Valley Asset Management Partners
Tennessee
$1.8M -$6.92K -24 -0.4%