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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 %
RCYC
4501
Richard C. Young & Co
Rhode Island
$334K +$334K +1,160 New
BBWP
4502
Beacon Bridge Wealth Partners
Pennsylvania
$334K +$90.3K +313 +37%
SMF
4503
Sterling Manor Financial
New York
$329K
BP
4504
BCK Partners
New York
$328K
TCFP
4505
Treasure Coast Financial Planning
Florida
$325K +$28.8K +100 +10%
HIS
4506
Harvest Investment Services
Illinois
$324K -$178K -616 -35%
CAG
4507
Compass Advisory Group
New York
$323K +$323K +1,120 New
DWM
4508
Dopkins Wealth Management
New York
$321K
WIC
4509
Whitegate Investment Counselors
New Hampshire
$318K +$865 +3 +0.3%
RIA
4510
Retirement Investment Advisors
Oklahoma
$316K +$316K +1,096 New
FA
4511
Financial Alternatives
California
$315K
TC
4512
TAGStone Capital
North Carolina
$314K +$576 +2 +0.2%
KCM
4513
KM Capital Management
Texas
$313K +$313K +1,087 New
F
4514
Fithian
New York
$313K +$288 +1 +0.1%
MIAS
4515
Mason Investment Advisory Services
Virginia
$313K -$375K -1,302 -55%
LWIC
4516
Leith Wheeler Investment Counsel
British Columbia, Canada
$313K -$115K -398 -27%
SC
4517
Steph & Co
Wisconsin
$312K
BSG
4518
Black Swift Group
Colorado
$311K -$78.1K -271 -20%
AA
4519
AlphaMark Advisors
Kentucky
$311K -$18.1K -63 -6%
CFO
4520
Custos Family Office
Texas
$311K +$30.3K +105 +11%
WI
4521
WJ Interests
Texas
$310K -$11.3K -40 -4%
ACM
4522
Alethea Capital Management
Washington
$310K
BFP
4523
Beacon Financial Planning
Massachusetts
$309K
LCM
4524
Linker Capital Management
Kentucky
$308K
WFC
4525
Western Financial Corp
California
$308K -$836K -2,899 -73%