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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 %
SEA
4301
Stegent Equity Advisors
Texas
$603K
OCFG
4302
O'Connor Financial Group
Illinois
$603K +$603K +2,090 New
DLHL
4303
Donald L. Hagan LLC
Florida
$600K
DFG
4304
Demars Financial Group
Washington
$599K -$288 -1 -0%
KCM
4305
Kaye Capital Management
California
$592K -$152K -526 -20%
OBWP
4306
O'Brien Wealth Partners
Massachusetts
$592K -$134K -466 -18%
HCRE
4307
Hoya Capital Real Estate
Connecticut
$589K
MWA
4308
MFA Wealth Advisors
Pennsylvania
$588K +$865 +3 +0.1%
BAG
4309
Bridgewealth Advisory Group
California
$588K +$288 +1 +0%
WF
4310
Whelan Financial
California
$586K -$2.31K -8 -0.4%
CFS
4311
Cannon Financial Strategists
Georgia
$585K +$56.2K +195 +11%
LFGH
4312
Lee Financial Group Hawaii
Hawaii
$583K -$131K -456 -18%
BSWM
4313
Boston Standard Wealth Management
Massachusetts
$582K -$7.21K -25 -1%
PWS
4314
Private Wealth Strategies
Ohio
$580K -$36K -125 -6%
HA
4315
HC Advisors
Georgia
$580K +$6.92K +24 +1%
RPSA
4316
Richard P. Slaughter Associates
Texas
$577K +$12.7K +44 +2%
SLT
4317
St Louis Trust
Missouri
$577K
TPW
4318
Tiller Private Wealth
Pennsylvania
$575K -$75.3K -261 -12%
PCM
4319
Piedmont Capital Management
Montana
$571K -$8.27K -29 -1%
EL
4320
EWA LLC
Pennsylvania
$570K +$570K +1,845 New
IWP
4321
IAG Wealth Partners
Wisconsin
$569K +$101K +350 +22%
TCG
4322
Tremblant Capital Group
Florida
$564K +$195K +678 +53%
SBF
4323
Sara-Bay Financial
Florida
$562K +$29.7K +103 +6%
SPIO
4324
Seven Post Investment Office
California
$558K
TB
4325
Treynor Bancshares
Iowa
$558K -$6.34K -22 -1%