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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 %
TAIM
926
Te Ahumairangi Investment Management
New Zealand
$45.3M -$2.18M -7,545 -5%
VPI
927
Value Partners Investments
Manitoba, Canada
$45.1M -$6.03M -20,930 -12%
PAM
928
Palisade Asset Management
Minnesota
$45.1M -$363K -1,258 -0.8%
MAA
929
Matrix Asset Advisors
New York
$45.1M -$1.11M -3,840 -2%
JAFL
930
Jay A. Fishman Ltd
Michigan
$45M +$1.59M +5,514 +4%
LBC
931
Lowe Brockenbrough & Co
Virginia
$44.9M -$1.09M -3,783 -2%
JMFC
932
J.M. Forbes & Co
Massachusetts
$44.8M +$277K +961 +0.6%
PFS
933
Prospera Financial Services
Texas
$44.7M +$12.8M +44,334 +40%
GMF
934
Grace & Mercy Foundation
New York
$44.6M +$11.6M +40,200 +35%
ACM
935
Academy Capital Management
Texas
$44.5M -$108K -374 -0.2%
ERIM
936
Eagle Ridge Investment Management
Connecticut
$44.4M +$723K +2,507 +2%
TCM
937
Tran Capital Management
California
$44.2M -$15.7M -54,608 -26%
OCAM
938
Onex Canada Asset Management
Ontario, Canada
$44.1M -$6.45M -22,381 -13%
AF
939
Alerus Financial
North Dakota
$44M +$18.7M +64,907 +74%
TPCW
940
TD Private Client Wealth
New York
$43.9M -$3.6M -12,480 -8%
AWM
941
Apollon Wealth Management
South Carolina
$43.9M -$1.14M -3,968 -3%
BFO
942
Boston Family Office
Massachusetts
$43.7M -$1.18M -4,082 -3%
S
943
SignatureFD
Georgia
$43.6M +$3.89M +13,495 +10%
CIA
944
Choate Investment Advisors
Massachusetts
$43.4M +$192K +667 +0.4%
CA
945
Clearstead Advisors
Ohio
$43.4M +$1.02M +3,533 +2%
WSTAM
946
Wilbanks Smith & Thomas Asset Management
Virginia
$43.3M +$571K +1,982 +1%
AHC
947
Adell Harriman & Carpenter
Texas
$43.2M -$316K -1,097 -0.7%
BAM
948
Bellevue Asset Management
Washington
$43M -$849K -2,946 -2%
SWM
949
Spire Wealth Management
Virginia
$42.9M +$3.22M +11,177 +8%
VHAM
950
Van Hulzen Asset Management
California
$42.9M +$7.2M +24,999 +20%