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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 %
CP
3751
Castleview Partners
Texas
$1.54M -$15.3K -53 -1%
PG
3752
Prostatis Group
Maryland
$1.54M -$169K -541 -10%
PFA
3753
Petra Financial Advisors
Colorado
$1.54M +$792K +2,749 +107%
SGWM
3754
Sterling Group Wealth Management
California
$1.53M +$227K +789 +17%
CIA
3755
Compass Ion Advisors
Pennsylvania
$1.52M +$70.1K +243 +5%
IA
3756
IFG Advisors
Missouri
$1.52M +$13.8K +48 +0.9%
AFG
3757
Altiora Financial Group
Ohio
$1.52M +$3.46K +12 +0.2%
PA
3758
Planning Alternatives
Michigan
$1.51M +$280K +971 +23%
CCA
3759
Cravens & Co Advisors
Tennessee
$1.51M +$21.9K +76 +1%
ACP
3760
Arcus Capital Partners
Georgia
$1.51M +$412K +1,429 +37%
KWM
3761
Kaydan Wealth Management
Michigan
$1.51M -$33.2K -115 -2%
MWA
3762
Motive Wealth Advisors
Michigan
$1.51M -$190K -659 -11%
TF
3763
Theory Financial
Colorado
$1.5M +$974K +3,377 +183%
TWM
3764
Tolleson Wealth Management
Texas
$1.5M -$35.5K -123 -2%
RFN
3765
Redwood Financial Network
Ohio
$1.5M +$45K +156 +3%
DFS
3766
Dixon Fnancial Services
California
$1.5M -$8.07K -28 -0.5%
PCWA
3767
Pacific Capital Wealth Advisors
California
$1.5M -$21.6K -75 -1%
MPM
3768
MBB Public Markets
Illinois
$1.5M -$3.78M -13,127 -72%
HWA
3769
Heartwood Wealth Advisors
Virginia
$1.5M +$321K +1,115 +27%
AWC
3770
Adamsbrown Wealth Consultants
Kansas
$1.5M +$318K +1,104 +27%
JFG
3771
JMG Financial Group
Illinois
$1.5M +$923K +3,203 +162%
GAA
3772
Global Assets Advisory
Florida
$1.49M -$5.19K -18 -0.3%
LTAS
3773
Linden Thomas Advisory Services
North Carolina
$1.49M +$108K +376 +8%
SFC
3774
Strategic Financial Concepts
Texas
$1.49M +$1.49M +5,162 New
OFS
3775
OneAscent Financial Services
Alabama
$1.48M -$243K -844 -14%