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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 %
DWMS
4401
Dominguez Wealth Management Solutions
Virginia
$465K +$94K +326 +25%
LWP
4402
Laurel Wealth Planning
Minnesota
$464K -$1.44K -5 -0.3%
DMKJ
4403
David M. Knott Jr
$463K
AFA
4404
Atlas Financial Advisors
California
$462K -$43K -149 -8%
PWS
4405
Precision Wealth Strategies
Missouri
$462K -$248K -860 -35%
BWM
4406
BCS Wealth Management
Tennessee
$462K -$1.45M -5,037 -76%
PFT
4407
Providence First Trust
Arizona
$460K -$14.4K -50 -3%
T
4408
TOBAM
France
$459K
SEM
4409
Strategic Equity Management
Arizona
$459K
AWM
4410
AAF Wealth Management
Massachusetts
$458K -$63.1K -219 -12%
MFG
4411
Mendota Financial Group
Wisconsin
$455K +$1.23K +4 +0.3%
TPW
4412
TL Private Wealth
Texas
$453K
CWM
4413
Capital Wealth Management
Rhode Island
$451K +$451K +1,566 New
WFA
4414
West Financial Advisors
Iowa
$449K
NI
4415
NFC Investments
Tennessee
$447K
HSA
4416
Hussman Strategic Advisors
Maryland
$447K -$2.23M -7,750 -83%
EPWM
4417
Essex Private Wealth Management
Massachusetts
$446K +$7.5K +26 +2%
SWM
4418
Shakespeare Wealth Management
Wisconsin
$442K +$288 +1 +0.1%
MSWMA
4419
Market Street Wealth Management Advisors
Indiana
$441K +$36.6K +127 +9%
WAM
4420
Weiss Asset Management
Massachusetts
$440K -$172K -598 -28%
LIM
4421
Lagoda Investment Management
New York
$440K
FP
4422
Foundry Partners
Minnesota
$440K
BBL
4423
Beck Bode LLC
Massachusetts
$438K -$3.41M -11,817 -89%
MWM
4424
MBE Wealth Management
Wisconsin
$437K
HC
4425
Hoese & Co
Minnesota
$436K