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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 %
DWM
4451
Denver Wealth Management
Colorado
$402K +$13.6K +47 +3%
CC
4452
Cypress Capital
Tennessee
$400K -$1.83M -6,336 -82%
FCT
4453
Family Capital Trust
Massachusetts
$399K
MA
4454
Mosaic Advisors
Texas
$394K
SA
4455
Syntax Advisors
New York
$394K -$9.23K -32 -2%
VCG
4456
Vantage Consulting Group
Virginia
$394K -$9.23K -32 -2%
CWM
4457
Core Wealth Management
Florida
$393K
2L
4458
25 LLC
Missouri
$387K +$387K +1,253 New
RK
4459
Rather & Kittrell
Tennessee
$386K +$4.04K +14 +1%
SFC
4460
SYM Financial Corp
Indiana
$386K -$526K -1,824 -58%
GWAM
4461
Guardian Wealth Advisors (Minnesota)
Minnesota
$384K
FIC
4462
Family Investment Center
Missouri
$383K +$51.6K +179 +16%
RIM
4463
Reliant Investment Management
Tennessee
$383K -$108K -375 -22%
RWG
4464
Regal Wealth Group
California
$382K -$38.1K -132 -9%
RFA
4465
RTD Financial Advisors
Pennsylvania
$382K -$39.5K -137 -9%
MM
4466
Meridian Management
Arkansas
$382K +$382K +1,324 New
CCG
4467
Capital CS Group
California
$381K +$19.6K +68 +5%
KTA
4468
Keeley-Teton Advisors
Illinois
$380K
FSWA
4469
Financial Synergies Wealth Advisors
Texas
$377K +$70.9K +246 +23%
PIFP
4470
Partners in Financial Planning
Virginia
$377K
T
4471
TrueFG
Texas
$377K +$22.2K +77 +6%
AI
4472
Arrien Investments
Idaho
$376K +$376K +1,304 New
RPG
4473
Resource Planning Group
Georgia
$375K -$194K -671 -34%
AC
4474
Applied Capital
Arkansas
$374K +$374K +1,297 New
SG
4475
Sharper & Granite
California
$368K -$34.6K -120 -9%