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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 %
RRA
4101
Round Rock Advisors
Connecticut
$891K -$108K -374 -11%
HP
4102
Hyperion Partners
Pennsylvania
$890K +$115K +400 +15%
AWA
4103
Archvest Wealth Advisors
California
$888K +$16.4K +57 +2%
OAJ
4104
Ogorek Anthony Joseph
New York
$881K +$129K +447 +17%
OAM
4105
Oberweis Asset Management
Illinois
$881K
AC
4106
AWM Capital
Arizona
$880K +$13.3K +46 +2%
CAM
4107
CPA Asset Management
Florida
$879K +$42.1K +146 +5%
RC
4108
Rovin Capital
Arizona
$879K -$45.2K -157 -5%
SPW
4109
Surience Private Wealth
Washington
$879K +$402K +1,396 +85%
BIA
4110
BHK Investment Advisors
Alabama
$878K +$301K +1,043 +52%
SW
4111
SMART Wealth
Nebraska
$873K +$178K +617 +26%
HCP
4112
Holt Capital Partners
Texas
$873K -$29.4K -102 -3%
ETIA
4113
Epic Trust Investment Advisors
Washington
$872K +$58.2K +202 +7%
SCM
4114
Seascape Capital Management
New Hampshire
$872K +$23.4K +81 +3%
RIA
4115
Richwood Investment Advisors
Ohio
$868K -$8.65K -30 -1%
XSC
4116
X-Square Capital
Puerto Rico
$867K -$166K -577 -16%
HIM
4117
Hanlon Investment Management
New Jersey
$866K +$19.9K +69 +2%
AFM
4118
Anson Funds Management
Texas
$865K -$577K -2,000 -40%
ACM
4119
Ascendant Capital Management
California
$865K +$375K +1,300 +76%
ST
4120
Sageworth Trust
Pennsylvania
$863K +$157K +543 +22%
SC
4121
Saiph Capital
New Jersey
$862K +$23.9K +83 +3%
LFS
4122
Lutz Financial Services
Nebraska
$860K +$58.5K +203 +7%
CM
4123
Columbus Macro
Pennsylvania
$859K +$170K +592 +25%
AFS
4124
Axiom Financial Strategies
Indiana
$856K -$7.79K -27 -0.9%
ODG
4125
O'Dell Group
Ohio
$852K +$41.2K +143 +5%