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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 %
SF
4126
Safeguard Financial
Wisconsin
$849K +$271K +938 +47%
VPP
4127
Vertex Planning Partners
Illinois
$849K -$943K -3,270 -53%
MWM
4128
McNaughton Wealth Management
California
$846K +$22.8K +79 +3%
SFG
4129
Sterling Financial Group
California
$844K
MAM
4130
Marquette Asset Management
Minnesota
$840K
CFP
4131
Curran Financial Partners
South Carolina
$839K +$6.92K +24 +0.8%
NRA
4132
NSI Retail Advisors
Pennsylvania
$837K
CPWMP
4133
Cardinal Point Wealth Management Partners
California
$835K +$53K +184 +7%
CPCM
4134
Cardinal Point Capital Management
Ontario, Canada
$835K +$53K +184 +7%
HNWA
4135
Henrickson Nauta Wealth Advisors
Michigan
$835K +$10.4K +36 +1%
DWM
4136
Defined Wealth Management
Oregon
$835K +$288 +1 +0%
HP
4137
Hilltop Partners
Indiana
$835K +$1.15K +4 +0.1%
KLI
4138
Kelman-Lazarov Inc
Tennessee
$834K -$15.6K -54 -2%
LFA
4139
Lauterbach Financial Advisors
Texas
$833K
FPIS
4140
Financial Planning & Information Services
Wisconsin
$833K
SPI
4141
Sutton Place Investors
New York
$832K +$28.2K +98 +4%
GCM
4142
G2 Capital Management
Ohio
$830K +$17.9K +62 +2%
WEPOG
4143
Wealth Enhancement & Preservation of GA
Georgia
$829K +$2.02K +7 +0.2%
LGA
4144
Lebenthal Global Advisors
New York
$828K -$397K -1,376 -32%
WFA
4145
Websterrogers Financial Advisors
South Carolina
$826K -$9.8K -34 -1%
RA
4146
Riverstone Advisors
Texas
$823K -$16.1K -56 -2%
KIC
4147
Keating Investment Counselors
Florida
$823K -$350K -1,215 -30%
LWA
4148
Lowe Wealth Advisors
Maryland
$820K -$17.3K -60 -2%
ODFS
4149
O'Donnell Financial Services
California
$820K +$27.1K +94 +3%
CIG
4150
Cairn Investment Group
Washington
$818K -$127K -441 -13%