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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 %
BWM
3776
BigSur Wealth Management
Florida
$1.47M -$2.88K -10 -0.2%
KCM
3777
KRS Capital Management
Michigan
$1.47M -$28K -97 -2%
RBC
3778
Roble Belko & Company
Pennsylvania
$1.46M -$486K -1,686 -25%
WAOI
3779
Wealth Advisors of Iowa
Iowa
$1.46M -$111K -384 -7%
OPPS
3780
Obsidian Personal Planning Solutions
Maryland
$1.46M +$63.4K +220 +5%
MCC
3781
Malaga Cove Capital
California
$1.45M +$27.4K +95 +2%
CA
3782
Claris Advisors
Missouri
$1.45M -$521K -1,806 -26%
GA
3783
Greenspring Advisors
Maryland
$1.45M +$102K +355 +8%
CHJWM
3784
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.45M -$26.2K -84 -2%
EMFAT
3785
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.44M -$268K -930 -16%
OIM
3786
Opus Investment Management
Massachusetts
$1.44M
VA
3787
Verdad Advisers
Massachusetts
$1.44M +$1.44M +5,000 New
AWM
3788
Abound Wealth Management
Tennessee
$1.43M +$113K +391 +9%
MCM
3789
Mainstay Capital Management
Michigan
$1.43M -$96.6K -335 -6%
HPWA
3790
Hall Private Wealth Advisors
North Carolina
$1.43M +$273K +948 +24%
GFL
3791
Granite FO LLC
New Hampshire
$1.43M +$1.21M +3,950 +564%
AWM
3792
Accel Wealth Management
Iowa
$1.42M -$7.78K -27 -0.5%
MAC
3793
Mason & Associates (California)
California
$1.42M -$261K -904 -15%
RF
3794
RHS Financial
California
$1.42M -$149K -516 -9%
APW
3795
Aurora Private Wealth
New Jersey
$1.42M -$520K -1,805 -27%
GHA
3796
Granite Harbor Advisors
Texas
$1.42M +$481K +1,667 +51%
TWM
3797
TriaGen Wealth Management
California
$1.42M +$29.1K +101 +2%
CPP
3798
Capasso Planning Partners
South Carolina
$1.41M +$20.2K +70 +1%
RWA
3799
Rooted Wealth Advisors
Illinois
$1.41M -$182K -636 -11%
CWM
3800
Cranbrook Wealth Management
Michigan
$1.4M +$533K +1,850 +61%