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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 %
MAG
4051
Mayfair Advisory Group
Alabama
$961K -$3.43K -12 -0.4%
NWMG
4052
National Wealth Management Group
Ohio
$960K +$436K +1,410 +83%
GCP
4053
GSA Capital Partners
United Kingdom
$960K +$960K +3,329 New
FF
4054
Francis Financial
$958K +$208K +720 +28%
HWM
4055
Howard Wealth Management
Connecticut
$958K -$34.6K -120 -3%
OFG
4056
Omega Financial Group
California
$956K -$70.9K -246 -7%
TWM
4057
Trinity Wealth Management
Pennsylvania
$956K -$73.5K -255 -7%
CWA
4058
Capital Wealth Alliance
Arizona
$955K +$4.04K +14 +0.4%
SWA
4059
Sightline Wealth Advisors
Connecticut
$954K -$183K -636 -16%
CCM
4060
Compton Capital Management
Rhode Island
$953K -$1.86M -6,435 -66%
SFP
4061
Strategic Financial Partners
Oregon
$953K -$8.65K -30 -0.9%
VBWMG
4062
Von Berge Wealth Management Group
California
$952K +$3.16K +11 +0.3%
SI
4063
Symmetry Investments
Jersey
$951K -$778K -2,700 -45%
FWI
4064
Facet Wealth Inc
Maryland
$951K -$119K -412 -11%
Commonwealth Equity Services
4065
Commonwealth Equity Services
Massachusetts
$946K +$19.5K +67,642 +2%
AAM
4066
Austin Asset Management
Texas
$946K +$89.7K +311 +10%
CFA
4067
Camarda Financial Advisors
Florida
$946K -$6.06K -21 -0.6%
WIA
4068
World Investment Advisors
California
$945K +$64.6K +224 +7%
PP
4069
Paloma Partners
Connecticut
$944K +$944K +3,273 New
CIR
4070
Clear Investment Research
Georgia
$940K +$41.8K +145 +5%
FWM
4071
FMB Wealth Management
California
$939K -$179K -622 -16%
GPA
4072
Guidance Point Advisors
Massachusetts
$939K -$10.1K -35 -1%
YWM
4073
Yoder Wealth Management
California
$936K +$936K +3,247 New
DCBT
4074
Dakota Community Bank & Trust
North Dakota
$936K +$75.8K +263 +9%
RFG
4075
RFP Financial Group
Georgia
$936K -$5.95M -20,653 -86%