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 %
LI
751
LMCG Investments
Massachusetts
$66.6M -$1.37M -4,756 -2%
HJGA
752
Hardman Johnston Global Advisors
Connecticut
$66.6M -$14.9M -51,717 -18%
SSB
753
Sandy Spring Bank
Maryland
$66.4M -$801K -2,778 -1%
GGHC
754
Gilder Gagnon Howe & Co
New York
$66.4M +$15.6M +54,074 +31%
WT
755
Washington Trust
Rhode Island
$66.3M -$876K -3,040 -1%
IWC
756
Integrated Wealth Concepts
Massachusetts
$66.3M +$18.9M +65,726 +40%
SFA
757
Sequoia Financial Advisors
Ohio
$66M +$1.46M +5,047 +2%
ICP
758
Ironvine Capital Partners
Nebraska
$65.8M -$3.74M -12,987 -5%
AAM
759
Aureus Asset Management
Massachusetts
$65.7M +$316K +1,096 +0.5%
DGAM
760
Desjardins Global Asset Management
Quebec, Canada
$65.7M +$23.5M +81,579 +56%
DIA
761
Davidson Investment Advisors
Montana
$65.2M +$3.94M +13,676 +6%
QCM
762
Quantinno Capital Management
New York
$65.1M +$8.79M +30,504 +16%
AWA
763
Aaron Wealth Advisors
Illinois
$64.9M -$2.95M -10,217 -4%
KCM
764
Kanawha Capital Management
Virginia
$64.7M +$170K +591 +0.3%
SCA
765
Snowden Capital Advisors
New York
$64.5M +$1.55M +5,363 +2%
MIA
766
MMBG Investment Advisors
Florida
$64.3M -$10.2M -35,310 -14%
BWP
767
Baldwin Wealth Partners
Massachusetts
$64.2M -$482K -1,673 -0.7%
FSA
768
Franklin Street Advisors
North Carolina
$64.2M -$25.7K -89 -0%
LMIM
769
Lockheed Martin Investment Management
Maryland
$64.1M -$1.94M -6,740 -3%
WFMPM
770
Woodley Farra Manion Portfolio Management
Indiana
$63.7M +$1.17M +4,064 +2%
CFM
771
Coronation Fund Managers
South Africa
$63.4M -$27.5M -95,245 -30%
LCM
772
Logan Capital Management
Pennsylvania
$63.3M -$2.23M -7,747 -3%
BAM
773
Berkshire Asset Management
Pennsylvania
$63.1M +$153K +531 +0.2%
ORI
774
Oak Ridge Investments
Illinois
$62.6M -$246K -855 -0.4%
CNAM
775
Campbell Newman Asset Management
Wisconsin
$62.4M -$9.01M -31,261 -13%