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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 %
WLIM
3726
White Lighthouse Investment Management
Massachusetts
$1.59M +$6.92K +24 +0.4%
GIM
3727
Guild Investment Management
California
$1.59M -$200K -695 -11%
TCA
3728
Taconic Capital Advisors
New York
$1.59M
CG
3729
Clifford Group
Massachusetts
$1.58M +$30.3K +105 +2%
PSCM
3730
Per Stirling Capital Management
Texas
$1.58M -$1.35M -4,700 -46%
WJA
3731
Willis Johnson & Associates
Texas
$1.58M +$55.4K +192 +4%
BFA
3732
BMS Financial Advisors
South Dakota
$1.58M +$162K +563 +11%
KGC
3733
Kennon-Green & Company
Ohio
$1.58M +$846K +2,935 +115%
DIA
3734
Dean Investment Associates
Ohio
$1.58M -$69.2K -240 -4%
RWMH
3735
Riverpoint Wealth Management Holdings
Illinois
$1.58M +$3.46K +12 +0.2%
LWM
3736
Lionsbridge Wealth Management
Florida
$1.58M +$4.32K +15 +0.3%
DSA
3737
Droms Strauss Advisors
Missouri
$1.57M +$4.32K +15 +0.3%
OCPWS
3738
One Charles Private Wealth Services
Massachusetts
$1.57M +$27.7K +96 +2%
APWM
3739
Atlas Private Wealth Management
New York
$1.57M +$327K +1,136 +26%
TBC
3740
Ted Buchan & Co
California
$1.57M +$598K +2,074 +62%
SDAM
3741
Shulman DeMeo Asset Management
New York
$1.56M +$5.48K +19 +0.4%
TC
3742
TAP Consulting
Missouri
$1.56M +$39.5K +137 +3%
TWM
3743
Tanager Wealth Management
United Kingdom
$1.55M -$600K -2,083 -28%
WLPWM
3744
Walled Lake Planning & Wealth Management
Illinois
$1.55M +$919K +3,187 +145%
4WM
3745
4J Wealth Management
Virginia
$1.55M -$49.3K -171 -3%
WA
3746
Wealthstream Advisors
New York
$1.55M +$63.1K +219 +4%
OWM
3747
Orgel Wealth Management
Wisconsin
$1.55M +$288 +1 +0%
RPA
3748
Rock Point Advisors
Vermont
$1.55M -$135K -469 -8%
FAFN
3749
First Affirmative Financial Network
Colorado
$1.54M +$72.9K +253 +5%
CWM
3750
CarsonAllaria Wealth Management
Illinois
$1.54M -$57.7K -200 -4%