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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 %
NCM
4201
Next Capital Management
New York
$755K
CS
4202
Capital Square
Tennessee
$755K -$473K -1,621 -38%
BWP
4203
Bernardo Wealth Planning
Pennsylvania
$754K +$4.9K +17 +0.7%
JWS
4204
Juncture Wealth Strategies
Arizona
$754K +$15.6K +54 +2%
C
4205
Covestor
United Kingdom
$754K -$371K -1,287 -33%
TWA
4206
Tandem Wealth Advisors
Arizona
$752K -$3.46K -12 -0.5%
NQWM
4207
Northwest Quadrant Wealth Management
Oregon
$750K -$69.8K -242 -9%
GCM
4208
Glaxis Capital Management
Florida
$750K
MFGP
4209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$747K
SFP
4210
Sterling Financial Planning
New Jersey
$746K -$9.8K -34 -1%
FCG
4211
Financial Connections Group
California
$746K -$148K -512 -17%
GC
4212
Gibson Capital
Pennsylvania
$743K +$4.04K +14 +0.5%
HAS
4213
Holland Advisory Services
Florida
$743K +$288 +1 +0%
IF
4214
Insight Folios
North Carolina
$741K +$8.94K +31 +1%
SM
4215
Sensible Money
Arizona
$741K +$23.6K +82 +3%
AA
4216
Aufman Associates
Pennsylvania
$740K +$1.15K +4 +0.2%
Harris Associates
4217
Harris Associates
Illinois
$740K +$216K +750 +41%
BAM
4218
Bosun Asset Management
Illinois
$737K -$2.02K -7 -0.3%
CCP
4219
Carmel Capital Partners
California
$731K -$99.2K -344 -12%
SS
4220
Sound Stewardship
Kansas
$728K -$30.8K -107 -4%
NFGCM
4221
Norman Fields Gottscho Capital Management
New York
$728K -$1.15K -4 -0.2%
CI
4222
Cavalier Investments
Georgia
$728K -$721K -2,502 -50%
TIM
4223
Total Investment Management
Arizona
$724K +$205K +712 +40%
OCG
4224
Opus Capital Group
Ohio
$722K -$127K -442 -15%
TFG
4225
Tilson Financial Group
New Jersey
$720K +$1.73K +6 +0.2%