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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 %
NHFG
4601
New Harbor Financial Group
Massachusetts
$232K
EA
4602
Ergawealth Advisors
Illinois
$231K +$231K +801 New
LWAM
4603
Legacy Wealth Asset Management
Minnesota
$231K +$231K +801 New
BWM
4604
Biltmore Wealth Management
Arizona
$230K +$230K +799 New
CWA
4605
Core Wealth Advisors
Florida
$229K +$39.8K +138 +21%
SC
4606
Skylands Capital
Wisconsin
$228K
AC
4607
AIFG Consultants
New York
$225K +$225K +780 New
TF
4608
Threadgill Financial
Texas
$224K +$224K +779 New
PWM
4609
Pacific Wealth Management
California
$224K +$224K +776 New
HAFS
4610
Hapanowicz & Associates Financial Services
Pennsylvania
$224K +$224K +776 New
BCM
4611
Beddow Capital Management
Wyoming
$223K +$223K +775 New
JAIC
4612
Josh Arnold Investment Consultant
Minnesota
$221K +$221K +767 New
MFS
4613
McNamara Financial Services
Massachusetts
$220K +$220K +763 New
SAM
4614
Stone Asset Management
Texas
$218K -$201K -698 -48%
CCM
4615
Cutler Capital Management
Massachusetts
$214K +$20.8K +72 +11%
PHAM
4616
Portland Hill Asset Management
United Kingdom
$213K
GFG
4617
GR Financial Group
Arizona
$213K +$213K +737 New
PPWM
4618
PFG Private Wealth Management
Florida
$212K +$4.33K +15 +2%
GIM
4619
Greylin Investment Management
Virginia
$210K +$210K +729 New
AA
4620
Axiom Advisory
California
$210K -$68.4K -238 -25%
RFS
4621
Retirement Financial Solutions
Tennessee
$210K +$162K +562 +341%
TB
4622
Terril Brothers
Missouri
$209K +$209K +725 New
EL
4623
EQ LLC
Washington
$209K +$209K +724 New
JWM
4624
JFG Wealth Management
Colorado
$206K +$206K +716 New
IFPL
4625
Investments & Financial Planning LLC
Kentucky
$204K -$57.1K -198 -22%