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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 %
JSP
951
Jackson Square Partners
California
$42.5M -$22M -76,227 -34%
CG
952
Caprock Group
Idaho
$42.5M +$5.48M +19,014 +15%
FFWA
953
FRG Family Wealth Advisors
Washington
$42.5M -$219K -760 -0.5%
JWBC
954
J.W. Burns & Co
New York
$42.4M -$40.4K -140 -0.1%
EWM
955
Empirical Wealth Management
Washington
$42.3M +$1.26M +4,369 +3%
HP
956
Hound Partners
New York
$42.3M -$5.61M -19,451 -12%
MIM
957
Manitou Investment Management
Ontario, Canada
$42.2M -$2.28M -7,920 -5%
MFG
958
Merit Financial Group
Georgia
$42.2M +$1.29M +4,460 +3%
MNBTD
959
Moody National Bank Trust Division
Texas
$42.1M +$28.3K +98 +0.1%
MA
960
Montag & Associates
Georgia
$41.9M -$1.11M -3,844 -3%
MGIA
961
Moneta Group Investment Advisors
Missouri
$41.8M +$4.59M +15,906 +12%
MGIA
962
Matthew Goff Investment Advisor
Texas
$41.8M -$3.95M -13,706 -9%
HVCM
963
Hel Ved Capital Management
Hong Kong
$41.8M +$41.8M +144,875 New
LCS
964
Levin Capital Strategies
New York
$41.7M +$454K +1,574 +1%
CCM
965
Coerente Capital Management
Ontario, Canada
$41.6M -$907K -3,147 -2%
CAM
966
Capco Asset Management
Florida
$41.5M -$1.73M -6,012 -4%
CSPIA
967
Cary Street Partners Investment Advisory
Virginia
$41.5M -$448K -1,554 -1%
SCM
968
SCS Capital Management
Massachusetts
$41.5M -$24.2K -84 -0.1%
TW
969
Transform Wealth
Colorado
$41.2M +$3.5M +12,125 +9%
SIMG
970
Sonora Investment Management Group
Arizona
$41M -$170K -590 -0.4%
SCI
971
S&CO Inc
Massachusetts
$41M +$640K +2,220 +2%
GVAG
972
Great Valley Advisor Group
Delaware
$40.8M +$1.99M +6,893 +5%
VCAM
973
Van Cleef Asset Management
Ohio
$40.7M -$167K -580 -0.4%
LRPA
974
L. Roy Papp & Associates
Arizona
$40.7M +$349K +1,212 +0.9%
PI
975
PFS Investments
Georgia
$40.6M +$2.05M +7,015 +5%