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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 %
AIP
4651
Alapocas Investment Partners
Massachusetts
$96.6K +$96.6K +335 New
EA
4652
Evolution Advisers
Virginia
$95K -$3.17K -11 -3%
TWP
4653
TFO Wealth Partners
Ohio
$92K +$91.1K +316 +10,533%
FC
4654
Family CFO
California
$91.1K
VF
4655
VitalStone Financial
Texas
$80K -$30.5K -93 -28%
AWM
4656
Avondale Wealth Management
Texas
$73.8K
MDCM
4657
Morgan Dempsey Capital Management
Wisconsin
$72.1K -$13K -45 -15%
CWA
4658
Carolina Wealth Advisors
South Carolina
$62.8K
ECM
4659
Everence Capital Management
Indiana
$60.6K -$744 -2,580 -1%
SSC
4660
Syverson Strege & Co
Iowa
$58.5K +$35.7K +124 +157%
GG
4661
Gleason Group
Kentucky
$57.3K +$30.2K +105 +112%
MG
4662
MilWealth Group
Wisconsin
$55.4K
WFA
4663
Wells Financial Advisors
Massachusetts
$49K
SFCL
4664
Strengthening Families & Communities LLC
Massachusetts
$46.5K +$1.24K +308 +3%
PS
4665
PayPay Securities
Japan
$44.1K -$20.8K -72 -32%
TJHA
4666
Thomas J. Herzfeld Advisors
Florida
$41.2K -$2.6K -9 -6%
IHWM
4667
Iron Horse Wealth Management
Iowa
$34K +$2.31K +8 +7%
EPM
4668
Equitec Proprietary Markets
Illinois
$28.8K -$548K -1,900 -95%
LPC
4669
Lion Point Capital
New York
$28.8K
KSWA
4670
Kathleen S. Wright Associates
Pennsylvania
$25.7K
DFC
4671
DB Fitzpatrick & Co
Idaho
$23.9K -$20.2K -70 -46%
AP
4672
Advisors Preferred
Maryland
$21.8K +$10.6K +37 +95%
IA
4673
IFS Advisors
Kansas
$18.9K
CIM
4674
Contravisory Investment Management
Massachusetts
$18.7K -$2.24M -7,772 -99%
LIM
4675
Longfellow Investment Management
Massachusetts
$14.7K