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 %
PIA
4076
Powell Investment Advisors
Florida
$933K +$183K +634 +24%
APC
4077
Asset Planning Corporation
Tennessee
$931K
JTWM
4078
Jackson Thornton Wealth Management
Alabama
$929K +$125K +433 +16%
RGF
4079
Retirement Guys Formula
Ohio
$926K +$83K +288 +10%
CW
4080
Cook Wealth
North Carolina
$924K +$21.3K +70 +2%
FWMM
4081
Foundation Wealth Management (Missouri)
Missouri
$923K -$447K -1,551 -33%
PD
4082
Planning Directions
Pennsylvania
$923K +$2.02K +7 +0.2%
AWA
4083
Alaska Wealth Advisors
Alaska
$920K
HWM
4084
HighMark Wealth Management
Minnesota
$919K +$353K +1,224 +62%
CWA
4085
Centennial Wealth Advisory
Michigan
$919K +$148K +512 +19%
AWM
4086
Aspire Wealth Management
Massachusetts
$916K +$13.8K +48 +2%
CCM
4087
Colorado Capital Management
Colorado
$915K -$57.6K -200 -6%
MFA
4088
McClarren Financial Advisors
Pennsylvania
$911K +$574 +2 +0.1%
RBCM
4089
Raub Brock Capital Management
California
$910K +$252K +875 +38%
WCWM
4090
Willow Creek Wealth Management
California
$907K -$1.44K -5 -0.2%
GWSA
4091
Global Wealth Strategies & Associates
Colorado
$906K -$284K -984 -24%
VW
4092
Vance Wealth
California
$906K +$302K +1,048 +50%
QT
4093
Quantamental Technologies
New York
$903K -$1.29M -4,486 -59%
CSIA
4094
Charles Schwab Investment Advisory
California
$902K -$12.7K -44 -1%
RA
4095
Rise Advisors
New York
$901K -$155K -538 -15%
EGWAG
4096
Elwood & Goetz Wealth Advisory Group
Georgia
$900K +$7.21K +25 +0.8%
CCA
4097
Conestoga Capital Advisors
Pennsylvania
$899K -$11.5K -40 -1%
LRIC
4098
Long Road Investment Counsel
Michigan
$899K
KWM
4099
KFG Wealth Management
Indiana
$899K -$1.16K -4 -0.1%
OPFM
4100
Optimus Prime Fund Management
Cayman Islands
$894K +$894K +3,100 New