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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 %
FA
3826
Fountainhead AM
New Jersey
$1.35M +$75.2K +261 +6%
TF
3827
TLWM Financial
Texas
$1.35M -$295K -1,024 -18%
PAG
3828
Paladin Advisory Group
Iowa
$1.35M +$1.35M +4,695 New
OA
3829
Operose Advisors
Wisconsin
$1.35M -$71.5K -248 -5%
CC
3830
Cipher Capital
New York
$1.35M -$304K -1,056 -18%
CWA
3831
Continuum Wealth Advisors
New York
$1.34M
D
3832
Dentgroup
Louisiana
$1.34M +$288 +1 +0%
RA
3833
Rodgers & Associates
Pennsylvania
$1.34M -$236K -819 -15%
IAG
3834
Investmark Advisory Group
Connecticut
$1.34M -$106K -367 -7%
BBPWM
3835
Blue Bell Private Wealth Management
Pennsylvania
$1.34M -$122K -424 -8%
MWM
3836
Meritas Wealth Management
California
$1.33M +$26.2K +91 +2%
BA
3837
Bridge Advisory
California
$1.33M +$91.4K +317 +7%
AFA
3838
Arlington Financial Advisors
California
$1.32M +$44.4K +154 +3%
PGWM
3839
Pitti Group Wealth Management
New York
$1.32M -$25.9K -90 -2%
CA
3840
Crumly & Associates
Illinois
$1.32M +$23.1K +80 +2%
GWWM
3841
Great Waters Wealth Management
Minnesota
$1.32M -$46.9K -164 -3%
PFG
3842
PAX Financial Group
Texas
$1.32M -$85.6K -297 -6%
VBFP
3843
Valtinson Bruner Financial Planning
Minnesota
$1.31M +$32K +111 +2%
GSAM
3844
Grant Street Asset Management
Pennsylvania
$1.31M +$274K +952 +26%
NPPM
3845
North Point Portfolio Managers
Ohio
$1.31M
AWA
3846
Artemis Wealth Advisors
New York
$1.31M
CCA
3847
Cottonwood Capital Advisors
Utah
$1.31M +$32.9K +114 +3%
SIC
3848
Schwartz Investment Counsel
Michigan
$1.31M -$90.4M -313,596 -99%
PFM
3849
Peak Financial Management
Massachusetts
$1.31M +$79.3K +275 +6%
CAG
3850
Curtis Advisory Group
California
$1.31M +$104K +359 +9%