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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 %
TIM
4426
Triad Investment Management
California
$432K
CG
4427
Cutler Group
California
$432K -$8.35M -29,000 -95%
MWM
4428
Maripau Wealth Management
Indiana
$431K -$58K -201 -12%
NWA
4429
Navis Wealth Advisors
New York
$429K -$16.7K -58 -4%
SCP
4430
Stevens Capital Partners
Nebraska
$429K +$68.9K +239 +19%
GFWA
4431
Grey Fox Wealth Advisors
Delaware
$429K -$79.3K -275 -16%
RWA
4432
Redmont Wealth Advisors
Illinois
$428K -$364K -1,262 -46%
OFA
4433
Oak Family Advisors
Illinois
$424K -$1.27M -4,403 -75%
VFPW
4434
Vantage Financial Partners (Wisconsin)
Wisconsin
$422K +$8.94K +31 +2%
CWR
4435
Chico Wealth RIA
California
$420K
LFA
4436
Level Financial Advisors
New York
$420K -$12.1K -42 -3%
PDM
4437
Penn Davis McFarland
Texas
$418K -$74.7K -259 -15%
TFP
4438
TrueWealth Financial Partners
Washington
$418K +$418K +1,450 New
GWAG
4439
Garrett Wealth Advisory Group
Texas
$415K +$288 +1 +0.1%
DT
4440
Daniels + Tansey
Delaware
$415K -$13.8K -48 -3%
PVAMC
4441
PPS&V Asset Management Consultants
Michigan
$415K +$288 +1 +0.1%
AWMNH
4442
Arcadia Wealth Management (New Hampshire)
New Hampshire
$413K -$21.3K -74 -5%
TFA
4443
TPG Financial Advisors
Oregon
$413K -$29.7K -103 -7%
JFGLC
4444
Johnson Financial Group LLC (Colorado)
Colorado
$413K +$112K +390 +37%
FA
4445
Fiducient Advisors
Illinois
$412K -$3.4M -11,783 -89%
SFMG
4446
Sage Financial Management Group
Virginia
$410K
AIA
4447
Armor Investment Advisors
North Carolina
$409K -$106K -367 -21%
CA
4448
Cresta Advisors
Texas
$405K +$405K +1,405 New
TA
4449
Teramo Advisors
Florida
$405K
EL
4450
Envoi LLC
Minnesota
$404K +$404K +1,400 New