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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 %
EW
4176
Element Wealth
Mississippi
$781K +$86.8K +301 +13%
TWP
4177
Tower Wealth Partners
Pennsylvania
$780K +$16.7K +58 +2%
SI
4178
Shaker Investments
Ohio
$779K
BA
4179
Ballew Advisors
Mississippi
$779K +$104K +311 +15%
BMD
4180
Better Money Decisions
New Mexico
$778K
MFC
4181
Morris Financial Concepts
South Carolina
$777K -$32.6K -113 -4%
DA
4182
Drake & Associates
Wisconsin
$776K +$85.6K +297 +12%
TLA
4183
Tanglewood Legacy Advisors
Texas
$774K +$288 +1 +0%
SC
4184
Soundwatch Capital
Connecticut
$774K +$774K +2,685 New
SAM
4185
Simplify Asset Management
Nevada
$773K +$773K +2,680 New
SP
4186
SWS Partners
Ohio
$772K +$772K +2,679 New
WH
4187
Whitcomb & Hess
Ohio
$770K +$426K +1,478 +124%
KHC
4188
Koesten Hirschmann & Crabtree
Kansas
$766K +$12.1K +42 +2%
SWP
4189
ShoreHaven Wealth Partners
New Jersey
$766K -$27.7K -96 -3%
SCA
4190
Stuart Chaussee & Associates
California
$766K
WF
4191
Warner Financial
Maryland
$764K
GAM
4192
Garrison Asset Management
Arkansas
$764K +$236K +817 +45%
CWM
4193
Collaborative Wealth Management
Florida
$763K -$38.3K -133 -5%
DS
4194
DRW Securities
Illinois
$763K -$4.18M -14,485 -85%
P
4195
Palladiem
Pennsylvania
$762K -$111K -386 -13%
PF
4196
Parker Financial
Washington
$762K -$207K -719 -21%
FFWM
4197
Future Financial Wealth Management
Ohio
$759K +$38.2K +133 +5%
JA
4198
JVL Associates
Michigan
$759K -$21K -73 -3%
AFIA
4199
America First Investment Advisors
Nebraska
$758K +$189K +656 +33%
SAM
4200
Sequent Asset Management
Texas
$756K -$4.32K -15 -0.6%