MSFT icon

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 %
PS
4026
Portfolio Strategies
New York
$999K +$29.1K +101 +3%
BA
4027
Bellwether Advisors
Nebraska
$997K -$27.7K -96 -3%
PWM
4028
Peterson Wealth Management
Nevada
$996K +$16.7K +58 +2%
TFA
4029
Trinity Financial Advisors
Ohio
$996K -$223K -775 -18%
BBA
4030
Braun-Bostich & Associates
Pennsylvania
$996K +$54.2K +188 +6%
BWA
4031
Beam Wealth Advisors
Louisiana
$995K -$91.7K -318 -8%
AFO
4032
Arrowroot Family Office
California
$993K +$993K +3,446 New
FGG
4033
Financial Guidance Group
Florida
$991K
BCM
4034
Birmingham Capital Management
Alabama
$991K -$29.4K -102 -3%
RWM
4035
Reston Wealth Management
Virginia
$988K -$28.8K -100 -3%
TW
4036
Towerpoint Wealth
California
$988K +$82.7K +287 +9%
AA
4037
ACT Advisors
North Carolina
$987K -$2.31K -8 -0.2%
LWMNY
4038
Landmark Wealth Management (New York)
New York
$987K +$718K +2,490 +266%
AFS
4039
Annapolis Financial Services
Maryland
$985K +$7.5K +26 +0.8%
KA
4040
Kooman & Associates
Pennsylvania
$984K +$14.7K +51 +2%
PI
4041
Parkside Investments
Illinois
$982K +$26.8K +93 +3%
BWM
4042
Blossom Wealth Management
California
$977K +$30K +104 +3%
FS
4043
Ferguson Shapiro
Georgia
$976K +$1.15K +4 +0.1%
YWS
4044
Yarger Wealth Strategies
Ohio
$975K +$2.6K +9 +0.3%
DC
4045
Defender Capital
North Carolina
$974K +$408K +1,414 +72%
CM
4046
CastleKnight Management
New York
$973K -$865K -3,000 -47%
AFP
4047
Alpha Financial Partners
Kentucky
$971K -$15.3K -53 -2%
TWD
4048
True Wealth Design
Ohio
$970K +$42.1K +146 +5%
TWA
4049
TPB Wealth Advisors
Texas
$966K -$658K -2,284 -41%
BAMG
4050
Brand Asset Management Group
Missouri
$964K -$381K -1,321 -28%