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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 %
CMA
3801
Cedar Mountain Advisors
Oregon
$1.4M +$553K +1,918 +65%
LFGO
3802
Legacy Financial Group (Oklahoma)
Oklahoma
$1.4M -$54.8K -190 -4%
HR
3803
Hardy Reed
Mississippi
$1.4M +$2.88K +10 +0.2%
VF
3804
Vest Financial
Virginia
$1.39M +$946K +3,283 +212%
CMBA
3805
C.M. Bidwell & Associates
Hawaii
$1.39M -$127K -441 -8%
EAM
3806
Empirical Asset Management
Massachusetts
$1.39M -$1.58M -5,482 -53%
WAG
3807
Windsor Advisory Group
Ohio
$1.39M -$52.2K -181 -4%
PCMF
3808
Private Capital Management (Florida)
Florida
$1.39M -$254K -881 -15%
HSG
3809
Helen Stephens Group
Texas
$1.39M +$3.17K +11 +0.2%
HFP
3810
Holistic Financial Partners
Indiana
$1.38M +$53K +184 +4%
VIM
3811
Vista Investment Management
Pennsylvania
$1.38M -$97.4K -338 -7%
IFA
3812
Index Fund Advisors
California
$1.37M -$35.2K -122 -2%
FFL
3813
Financial Freedom LLC
Ohio
$1.37M -$127K -441 -8%
OWM
3814
OneAscent Wealth Management
Alabama
$1.37M +$99.4K +345 +8%
FMP
3815
Financial Management Professionals
Texas
$1.37M +$433K +1,502 +46%
RWA
3816
Rainsberger Wealth Advisors
Colorado
$1.37M +$316K +1,097 +30%
RMC
3817
Resources Management Corp
Connecticut
$1.37M -$20M -111,969 -94%
WSWA
3818
Warren Street Wealth Advisors
California
$1.37M +$225K +781 +20%
KOC
3819
Koss-Olinger Consulting
Florida
$1.37M +$96.9K +336 +8%
CCM
3820
Cinctive Capital Management
New York
$1.37M +$831K +2,881 +155%
RWM
3821
Revisor Wealth Management
Ohio
$1.37M +$1.37M +4,741 New
TC
3822
Trilogy Capital
California
$1.36M +$39.5K +137 +3%
SC
3823
Stephens Consulting
Michigan
$1.36M -$11.5K -40 -0.8%
POIA
3824
Pin Oak Investment Advisors
Texas
$1.36M +$147K +510 +12%
JWWM
3825
Johnson & White Wealth Management
Pennsylvania
$1.36M +$1.36M +4,712 New