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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 %
MWC
3851
MBM Wealth Consultants
Missouri
$1.31M
WFAG
3852
Wescott Financial Advisory Group
Pennsylvania
$1.31M +$216K +751 +20%
AWM
3853
Act Wealth Management
Texas
$1.31M +$29.7K +103 +2%
WWP
3854
Waypoint Wealth Partners
California
$1.3M -$411K -1,425 -24%
LSA
3855
Lansing Street Advisors
Pennsylvania
$1.3M -$19.9K -69 -2%
WFA
3856
WMG Financial Advisors
Tennessee
$1.3M -$247K -817 -16%
FWM
3857
Fingerlakes Wealth Management
New York
$1.3M -$25.7K -89 -2%
BFG
3858
Barber Financial Group
Kansas
$1.29M -$28.8K -100 -2%
OPWM
3859
Oakwell Private Wealth Management
Texas
$1.29M +$20.5K +71 +2%
VFP
3860
Verus Financial Partners
Virginia
$1.29M +$11.3K +37 +0.9%
CWA
3861
CJM Wealth Advisers
Virginia
$1.29M +$106K +368 +9%
BAM
3862
Bayshore Asset Management
Florida
$1.28M -$75.8K -263 -6%
MPW
3863
MGO Private Wealth
California
$1.28M -$699K -2,425 -35%
PWA
3864
Peterson Wealth Advisors
Utah
$1.28M +$50.5K +175 +4%
MFG
3865
Monumental Financial Group
Maryland
$1.28M +$67.2K +233 +6%
DWA
3866
Delap Wealth Advisory
Oregon
$1.27M -$1.13M -3,904 -47%
AI
3867
Atom Investors
Texas
$1.27M +$239K +828 +23%
RI
3868
Ridgewood Investments
New Jersey
$1.27M +$32.6K +113 +3%
AWMG
3869
Alliance Wealth Management Group
New Jersey
$1.27M +$2.88K +10 +0.2%
BBW
3870
Blue Barn Wealth
Utah
$1.26M +$291K +1,009 +30%
EWP
3871
Engrave Wealth Partners
Texas
$1.26M -$29.7K -108 -2%
FWM
3872
FSA Wealth Management
Massachusetts
$1.26M -$81.9K -284 -6%
DWA
3873
Dougherty Wealth Advisers
Minnesota
$1.26M -$15.6K -54 -1%
SHWM
3874
Silicon Hills Wealth Management
Texas
$1.25M -$577 -2 -0%
CAM
3875
Crestone Asset Management
Colorado
$1.25M +$129K +446 +11%