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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 %
CCMIC
4476
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$367K
BWM
4477
Benchmark Wealth Management
Connecticut
$362K -$46.1K -161 -11%
BC
4478
Barnett & Company
Tennessee
$362K +$362K +1,255 New
BWL
4479
Beacon Wealthcare LLC
North Carolina
$362K +$57.1K +198 +19%
DA
4480
DSC Advisors
Illinois
$360K -$68K -236 -16%
DSCM
4481
Del-Sette Capital Management
New York
$360K -$910K -3,157 -72%
PFG
4482
Peterson Financial Group
Iowa
$359K -$5.66M -19,646 -94%
MWM
4483
MorganRosel Wealth Management
Colorado
$356K -$21K -73 -6%
GWM
4484
Guardian Wealth Management
Illinois
$354K +$288 +1 +0.1%
WMWM
4485
Whitaker-Myers Wealth Managers
Ohio
$353K +$53.6K +186 +18%
JMF
4486
Johnson Midwest Financial
Iowa
$353K +$577 +2 +0.2%
GF
4487
Goodman Financial
Texas
$353K +$353K +1,224 New
AFG
4488
Arkansas Financial Group
Arkansas
$353K
UCIG
4489
Ulrich Consultants & Investment Group
New Mexico
$353K +$21K +73 +6%
OF
4490
Outfitter Financial
Maine
$352K -$39.2K -136 -10%
TDC
4491
Thompson Davis & Co
Virginia
$350K -$111K -386 -24%
BI
4492
Bramshill Investments
Florida
$343K +$168K +582 +96%
XT
4493
XTX Topco
Cayman Islands
$342K +$342K +1,186 New
FOFP
4494
Fee-Only Financial Planning
South Carolina
$340K
AAM
4495
Ameraudi Asset Management
New York
$340K -$31.1K -108 -8%
RFP
4496
Root Financial Partners
California
$339K +$339K +1,175 New
AFS
4497
AFG Fiduciary Services
Massachusetts
$338K
TLFA
4498
True Link Financial Advisors
California
$337K -$38.1K -132 -10%
WFPG
4499
Waller Financial Planning Group
Ohio
$336K
CRG
4500
Cornerstone Retirement Group
Nevada
$335K +$65.7K +228 +24%