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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 %
PFC
4326
Poplar Forest Capital
California
$558K
BC
4327
Brio Consultants
California
$554K +$51.3K +178 +10%
CFG
4328
Compton Financial Group
Maryland
$553K +$41.5K +144 +8%
GWA
4329
Geometric Wealth Advisors
District of Columbia
$552K
PWM
4330
Provident Wealth Management
Tennessee
$551K +$60.8K +211 +12%
CFP
4331
Cypress Financial Planning
New Jersey
$551K +$6.03K +21 +1%
SSWG
4332
Seven Springs Wealth Group
Tennessee
$550K
PI
4333
Pachira Investments
California
$549K -$375K -1,300 -41%
HG
4334
Harbor Group
New Hampshire
$548K +$77.9K +270 +17%
PCM
4335
Presidio Capital Management
California
$548K +$8.65K +30 +2%
RDIA
4336
RE Dickinson Investment Advisors
Iowa
$546K +$20.2K +70 +4%
JPLA
4337
Joseph P. Lucia & Associates
New York
$545K -$1.73K -6 -0.3%
WCP
4338
Welch Capital Partners
New York
$545K -$430K -1,490 -44%
MBFW
4339
Morton Brown Family Wealth
Pennsylvania
$544K +$13.5K +47 +3%
WRM
4340
Weybosset Research & Management
Rhode Island
$540K +$8.65K +30 +2%
AWM
4341
Activest Wealth Management
Florida
$540K +$540K +1,899 New
OFG
4342
OmniStar Financial Group
North Carolina
$537K +$537K +1,860 New
KL
4343
KilterHowling LLC
Colorado
$535K -$38.1K -132 -7%
AFG
4344
Affinia Financial Group
Massachusetts
$534K +$282 +1 +0.1%
FFP
4345
Forbes Financial Planning
Rhode Island
$532K +$10.4K +36 +2%
MAM
4346
MMA Asset Management
Pennsylvania
$530K -$41.8K -145 -7%
T
4347
TNF
Montana
$530K -$13.5K -44 -2%
R
4348
Rebalance
California
$529K +$19.6K +68 +4%
SL
4349
Stevard LLC
Illinois
$525K +$85.3K +296 +19%
JC
4350
Jentner Corp
Ohio
$524K