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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 %
TAIM
4276
TD Ameritrade Investment Management
Nebraska
$645K -$57.7K -200 -8%
HPWM
4277
High Pines Wealth Management
Massachusetts
$643K +$3.46K +12 +0.5%
PFA
4278
Plotkin Financial Advisors
Maryland
$639K +$104K +360 +19%
HCM
4279
Horrell Capital Management
Arkansas
$637K
GWM
4280
Grand Wealth Management
Michigan
$636K -$5.19K -18 -0.8%
FA
4281
Fortis Advisors
Pennsylvania
$631K
FL
4282
Fort LP
Maryland
$631K -$34K -118 -5%
QWM
4283
Quaker Wealth Management
New Jersey
$627K -$107K -370 -15%
FEG
4284
Financial Enhancement Group
Indiana
$625K +$24.9K +80 +4%
ASFA
4285
All Season Financial Advisors
Colorado
$624K +$624K +2,163 New
FI
4286
FIDELIS iM
Oregon
$623K -$121K -421 -16%
E
4287
ETFidea
New York
$623K +$34.6K +120 +6%
ES
4288
ETF Store
Kansas
$619K +$1.65K +6 +0.3%
CCM
4289
Carmel Capital Management
California
$618K
BSAM
4290
Blue Square Asset Management
New York
$614K +$614K +2,130 New
PC
4291
Prairiewood Capital
North Dakota
$614K -$14.4K -50 -2%
GRQ
4292
Gardner Russo & Quinn
Pennsylvania
$614K -$45K -156 -7%
AGA
4293
Arkos Global Advisors
Texas
$613K -$247K -857 -29%
CCA
4294
Conservest Capital Advisors
Pennsylvania
$609K +$576 +2 +0.1%
MWA
4295
Martel Wealth Advisors
Washington
$609K +$189K +655 +45%
LAM
4296
Lingohr Asset Management
Germany
$609K +$609K +2,112 New
DWMG
4297
DB Wealth Management Group
California
$608K
EP
4298
EPIQ Partners
Minnesota
$608K +$5.77K +20 +1%
RI
4299
Rinkey Investments
California
$607K +$112K +388 +23%
RJTCONH
4300
Raymond James Trust Company of New Hampshire
New Hampshire
$604K -$11K -38 -2%