MSFT icon

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 %
OGF
4226
Orin Green Financial
California
$720K -$123K -428 -15%
IDA
4227
Intelligence Driven Advisers
California
$718K -$29.6K -104 -4%
RCG
4228
Resource Consulting Group
Florida
$716K +$2.88K +10 +0.4%
DP
4229
Denver PWM
Colorado
$715K -$341K -1,107 -32%
CIS
4230
Continental Investors Services
Washington
$712K +$1.44K +5 +0.2%
UWM
4231
USAdvisors Wealth Management
Minnesota
$711K +$33.4K +116 +5%
FWM
4232
ForthRight Wealth Management
Georgia
$711K +$148K +512 +26%
EWM
4233
Endowment Wealth Management
Wisconsin
$709K +$3.17K +11 +0.4%
CCA
4234
Covey Capital Advisors
Georgia
$706K
SMG
4235
Smart Money Group
Texas
$704K +$18.1K +59 +3%
HFW
4236
Horizon Family Wealth
Illinois
$702K +$7.79K +27 +1%
PBF
4237
Petix & Botte Financial
California
$702K +$702K +2,434 New
MWA
4238
Monograph Wealth Advisors
California
$700K -$245K -850 -26%
TAM
4239
Tucker Asset Management
Colorado
$699K +$66.6K +231 +11%
NFP
4240
Narus Financial Partners
Utah
$699K -$20.8K -72 -3%
AA
4241
AJ Advisors
Tennessee
$697K -$15.9K -55 -2%
BWA
4242
BlueSky Wealth Advisors
North Carolina
$697K -$16.7K -58 -2%
WA
4243
WESPAC Advisors
California
$696K -$7.55M -26,196 -92%
GCL
4244
Gouws Capital LLC
North Carolina
$695K -$23.6K -82 -3%
CFC
4245
Coyle Financial Counsel
Illinois
$692K +$8.65K +30 +1%
BHWA
4246
Beacon Harbor Wealth Advisors
Virginia
$692K -$865K -3,000 -56%
WIC
4247
Wilkins Investment Counsel
Massachusetts
$692K -$57.7K -200 -8%
SW
4248
Simplicity Wealth
New Jersey
$691K -$48.4K -168 -7%
AI
4249
ArchPoint Investors
Florida
$688K +$1.15K +4 +0.2%
MIM
4250
Martin Investment Management
Florida
$687K +$577 +2 +0.1%