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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 %
LJCM
4376
Lee Johnson Capital Management
Texas
$495K -$22.5K -78 -4%
APS
4377
American Planning Services
Florida
$493K +$191K +661 +63%
HIA
4378
HTG Investment Advisors
Connecticut
$492K +$54.5K +189 +12%
ACM
4379
Alamar Capital Management
California
$491K +$865 +3 +0.2%
C1AG
4380
Client 1st Advisory Group
Florida
$491K -$304K -1,054 -38%
CP
4381
Camelot Portfolios
Ohio
$491K -$40.1K -139 -8%
KIM
4382
Karpus Investment Management
New York
$490K
BWA
4383
Brave Warrior Advisors
New York
$490K
PP
4384
PFS Partners
New Jersey
$489K +$14.7K +51 +3%
TFA
4385
Tobias Financial Advisors
Florida
$488K -$107K -370 -18%
RA
4386
Resolute Advisors
California
$482K
SCI
4387
Stableford Capital II
Arizona
$481K -$4.88M -20,340 -91%
BWIA
4388
Bryant Woods Investment Advisors
New York
$478K +$146K +506 +44%
NECFA
4389
New England Capital Financial Advisors
Connecticut
$476K +$11K +38 +2%
SFPG
4390
Stonebridge Financial Planning Group
Florida
$475K -$57.9K -201 -11%
W
4391
WorthPointe
California
$475K -$81.9K -284 -15%
PFA
4392
Pinnacle Family Advisors
Missouri
$475K +$5.77K +20 +1%
BAM
4393
Banta Asset Management
California
$475K
LHEI
4394
Leo H. Evart Inc
California
$473K +$288 +1 +0.1%
HFA
4395
Highland Financial Advisors
New Jersey
$472K -$866 -3 -0.2%
IPW
4396
Intergy Private Wealth
Colorado
$466K +$131K +455 +39%
FWS
4397
FinDec Wealth Services
California
$466K +$21.1K +73 +5%
TSS
4398
Thomas Story & Son
Indiana
$466K
GWM
4399
GoalFusion Wealth Management
Texas
$466K +$7.78K +27 +2%
HWA
4400
Hilltop Wealth Advisors
North Carolina
$465K +$28.8K +100 +7%