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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 %
HWM
4576
Horizons Wealth Management
North Carolina
$256K -$49.9K -173 -16%
SPIA
4577
Strategic Point Investment Advisors
Rhode Island
$256K +$256K +888 New
BFP
4578
Briaud Financial Planning
Texas
$254K -$6.9K -24 -3%
LAM
4579
Lifestyle Asset Management
Texas
$254K -$137K -476 -35%
BTIM
4580
BancFirst Trust & Investment Management
Oklahoma
$253K +$284 +1 +0.1%
NEPPG
4581
New England Professional Planning Group
Rhode Island
$253K -$35.4K -125 -12%
SC
4582
Schubert & Co
Texas
$253K +$90.5K +314 +56%
IWP
4583
Insight Wealth Partners
Texas
$252K +$252K +875 New
EWA
4584
EP Wealth Advisors
California
$250K -$318M -568,892 -100%
LFA
4585
LifeGuide Financial Advisors
Pennsylvania
$250K +$250K +867 New
DK
4586
David Kennon
Florida
$249K +$249K +865 New
EPP
4587
ETF Portfolio Partners
Kansas
$249K
HWA
4588
Hillcrest Wealth Advisors
New Jersey
$248K +$288 +1 +0.1%
HF
4589
Halpern Financial
Virginia
$245K
M
4590
MYeCFO
California
$240K +$240K +834 New
MWM
4591
Maltin Wealth Management
New Jersey
$240K +$240K +833 New
MWA
4592
Miller Wealth Advisors
Colorado
$240K -$2.81M -51,458 -92%
WCWM
4593
Wooster Corthell Wealth Management
Connecticut
$239K +$239K +828 New
MWA
4594
Mills Wealth Advisors
Texas
$238K -$21.6K -75 -8%
NIA
4595
NIA Impact Advisors
California
$238K +$238K +825 New
MWM
4596
Magnolia Wealth Management
Alabama
$236K +$236K +820 New
LL
4597
LPWM LLC
Minnesota
$235K +$235K +816 New
DAL
4598
Delta Accumulation LLC
California
$234K +$577 +2 +0.2%
PA
4599
Prism Advisors
California
$234K +$234K +810 New
CA
4600
Crane Advisory
California
$233K -$73.1K -258 -24%