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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 %
DI
4151
DDFG Inc
California
$818K -$6.05K -21 -0.7%
DIP
4152
Davis Investment Partners
North Carolina
$816K
BWM
4153
Brickley Wealth Management
California
$813K -$23.1K -80 -3%
W
4154
WPWealth
Texas
$813K +$63.1K +219 +8%
PFM
4155
Phillips Financial Management
Indiana
$812K +$78.1K +271 +11%
AWM
4156
Arista Wealth Management
Nevada
$811K -$38.3K -133 -5%
FWA
4157
Freedom Wealth Alliance
Wisconsin
$811K -$45.8K -159 -5%
CF
4158
Clarity Financial
Texas
$811K -$5.41M -18,756 -87%
ICM
4159
Intrepid Capital Management
Florida
$810K +$61.1K +212 +8%
BRA
4160
Biechele Royce Advisors
Indiana
$810K +$34.6K +120 +4%
OFS
4161
Oldfather Financial Services
Nebraska
$809K +$154K +535 +24%
WA
4162
Waterford Advisors
New York
$806K +$11.2K +39 +1%
WA
4163
Wealthstar Advisors
Texas
$805K +$1.15K +4 +0.1%
HPCM
4164
Hunter Perkins Capital Management
Illinois
$804K -$28.8K -100 -3%
MWP
4165
Meredith Wealth Planning
Illinois
$804K -$66.3K -230 -8%
HA
4166
HFG Advisors
Ohio
$803K -$9.51K -33 -1%
BIA
4167
Bell Investment Advisors
California
$796K -$5.48K -19 -0.7%
DI
4168
Disciplined Investments
Oklahoma
$794K +$193K +670 +32%
IWA
4169
IVC Wealth Advisors
Pennsylvania
$793K -$9.51K -33 -1%
CSIA
4170
Conrad Siegel Investment Advisors
Pennsylvania
$792K -$137K -474 -15%
BF
4171
Brogan Financial
Tennessee
$791K +$288 +1 +0%
SWAG
4172
Spectrum Wealth Advisory Group
California
$790K -$12.1K -42 -2%
HA
4173
Hofer & Associates
California
$789K
CIAS
4174
CBIZ Investment Advisory Services
Ohio
$783K -$606K -2,101 -44%
IIA
4175
Integral Investment Advisors
California
$783K -$1.44K -5 -0.2%