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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 %
JF
4351
Joule Financial
Kentucky
$522K -$288 -1 -0.1%
UIA
4352
Ulland Investment Advisors
Minnesota
$520K -$33.8K -117 -6%
MC
4353
Merlin Capital
Rhode Island
$518K
FCC
4354
Flower City Capital
New York
$516K +$144K +500 +39%
CMTU
4355
Capital Markets Trading (UK)
United Kingdom
$515K +$515K +1,787 New
SCM
4356
Shapiro Capital Management
Georgia
$515K +$577 +2 +0.1%
HT
4357
Headlands Technologies
Illinois
$513K +$513K +1,780 New
PAA
4358
Peregrine Asset Advisers
Oregon
$513K -$79.3K -275 -13%
AWA
4359
AmeriServ Wealth Advisors
Pennsylvania
$510K -$125K -434 -20%
WC
4360
Wexford Capital
Florida
$509K +$509K +1,766 New
EW
4361
Enzi Wealth
Texas
$509K
IW
4362
Instrumental Wealth
Florida
$506K +$506K +1,662 New
QC
4363
QCM Cayman
Texas
$506K +$506K +1,754 New
WCP
4364
Wick Capital Partners
Pennsylvania
$504K -$355K -1,231 -41%
BIA
4365
Barry Investment Advisors
Massachusetts
$503K +$58.8K +204 +13%
DFA
4366
DHJJ Financial Advisors
Illinois
$503K -$17.1K -60 -3%
CCA
4367
Cadent Capital Advisors
Oklahoma
$502K +$577 +2 +0.1%
AWM
4368
Altus Wealth Management
Kentucky
$502K +$69.2K +240 +16%
TA
4369
Tactive Advisors
Florida
$500K +$87.1K +302 +21%
BF
4370
Blankinship & Foster
California
$499K
RWM
4371
Ruedi Wealth Management
Illinois
$499K -$22.5K -78 -4%
MAM
4372
McCarthy Asset Management
California
$498K
ACM
4373
Arlington Capital Management
Illinois
$498K +$865 +3 +0.2%
KIA
4374
Kraematon Investment Advisors
Massachusetts
$498K -$71.8K -249 -13%
IA
4375
Inspire Advisors
Idaho
$498K +$240K +831 +93%