MSFT icon

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 %
WFS
4626
Weitzel Financial Services
Iowa
$204K +$204K +710 New
GG
4627
GenWealth Group
New Jersey
$204K +$204K +707 New
JAWM
4628
J. Arnold Wealth Management
Ohio
$203K +$203K +705 New
JFG
4629
JDM Financial Group
Texas
$201K -$2.6K -9 -1%
CC
4630
Corton Capital
Ontario, Canada
$200K -$131K -453 -39%
MCA
4631
Maryland Capital Advisors
Maryland
$180K -$21K -73 -10%
CM
4632
Cornerstone Management
Georgia
$179K
WAM
4633
WFA Asset Management
Wisconsin
$178K +$576 +2 +0.3%
CPFP
4634
Clear Perspectives Financial Planning
Ohio
$177K
ARS
4635
Adirondack Retirement Specialists
New York
$175K
SL
4636
Savior LLC
Massachusetts
$173K
YAL
4637
Your Advocates Ltd
Texas
$171K
SHIM
4638
Stone House Investment Management
Pennsylvania
$170K +$170K +589 New
KM
4639
Kalos Management
Georgia
$159K +$159K +553 New
BHWM
4640
Bay Harbor Wealth Management
Maryland
$153K +$1.44K +5 +1%
RFP
4641
Roth Financial Partners
Texas
$144K
VFIC
4642
Valley Forge Investment Consultants
Pennsylvania
$138K -$113K -392 -45%
BSWA
4643
Bromfield Sneider Wealth Advisors
Massachusetts
$128K
LFA
4644
Legend Financial Advisors
Pennsylvania
$125K -$102K -354 -45%
DEM
4645
Disciplined Equity Management
Florida
$124K
GIS
4646
Grayhawk Investment Strategies
Alberta, Canada
$123K
ORAM
4647
One River Asset Management
Connecticut
$122K -$2.64M -9,290 -96%
LIA
4648
Luken Investment Analytics
Tennessee
$119K
BGC
4649
Beutel, Goodman & Co
Ontario, Canada
$118K
PP
4650
Peconic Partners
New York
$115K +$115K +400 New