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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 %
HPA
4526
High Probability Advisors
New York
$306K -$41.5K -144 -12%
OFP
4527
OLIO Financial Planning
Virginia
$306K -$9.23K -32 -3%
IFA
4528
Interactive Financial Advisors
Illinois
$303K
SC
4529
Saybrook Capital
North Carolina
$303K
JCG
4530
John C. Goff
$300K +$300K +1,040 New
WC
4531
Weil Company
California
$299K -$109K -377 -27%
ACM
4532
Ardent Capital Management
Ohio
$298K
MAP
4533
Milestone Advisory Partners
North Carolina
$298K
WIM
4534
Warwick Investment Management
Texas
$298K +$2.6K +9 +0.9%
AC
4535
Avant Capital
Louisiana
$296K +$865 +3 +0.3%
SHFP
4536
Second Half Financial Partners
Florida
$296K -$20.2K -70 -6%
SA
4537
Sunesis Advisors
Kansas
$293K +$293K +1,017 New
FPCG
4538
Forum Private Client Group
Indiana
$293K +$6.34K +22 +2%
AIA
4539
Acute Investment Advisory
Arizona
$292K -$4.04K -14 -1%
TWM
4540
Tanglewood Wealth Management
Texas
$292K -$1.15K -4 -0.4%
HCA
4541
Hyperion Capital Advisors
New York
$290K
BP
4542
BFAM Partners
Hong Kong
$288K +$288K +1,000 New
AFCM
4543
Applied Finance Capital Management
Puerto Rico
$288K +$288K +998 New
HB
4544
Horizon Bancorp
Indiana
$285K -$329K -1,143 -54%
DGI
4545
Disciplined Growth Investors
Minnesota
$283K -$117K -405 -29%
CFGF
4546
Compass Financial Group (Florida)
Florida
$283K -$23.6K -82 -8%
SWM
4547
Seaside Wealth Management
California
$282K
MFG
4548
Marmo Financial Group
Tennessee
$281K +$4.33K +15 +2%
ACM
4549
Antonetti Capital Management
Florida
$281K -$241K -836 -46%
LTL
4550
Lowery Thomas LLC
California
$281K -$9.22K -32 -3%