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 %
BP
1001
Ballentine Partners
Massachusetts
$38.8M +$5.03M +17,457 +15%
VAS
1002
Vestmark Advisory Solutions
Massachusetts
$38.7M +$260K +903 +0.7%
PAI
1003
Pittenger & Anderson Inc
Nebraska
$38.7M +$570K +1,977 +1%
PI
1004
Pennant Investors
New Jersey
$38.6M
TTWM
1005
TCV Trust & Wealth Management
Virginia
$38.5M -$776K -2,693 -2%
OCM
1006
Oribel Capital Management
New York
$38.4M +$38.4M +279,200 New
FSA
1007
Fort Sheridan Advisors
Illinois
$38.3M +$6.37M +22,081 +20%
PCA
1008
Pallas Capital Advisors
Massachusetts
$38.2M +$5.06M +17,964 +15%
CAMG
1009
CWA Asset Management Group
Florida
$38.2M +$3.09M +10,705 +9%
FTDI
1010
First Trust Direct Indexing
Massachusetts
$38.1M +$1.21M +4,186 +3%
GG
1011
Greenwood Gearhart
Arkansas
$38.1M +$2.37M +8,223 +7%
IG
1012
Ithaka Group
Virginia
$38.1M -$48M -166,341 -56%
PMAM
1013
Picton Mahoney Asset Management
Ontario, Canada
$38M -$463K -1,606 -1%
NSEDCP
1014
NJ State Employees Deferred Compensation Plan
New Jersey
$37.9M -$807K -2,800 -2%
YC
1015
Yarbrough Capital
Tennessee
$37.9M +$2.18M +7,566 +6%
AP
1016
Appleton Partners
Massachusetts
$37.9M +$644K +2,235 +2%
DT
1017
Diversified Trust
Tennessee
$37.8M +$2.4M +8,337 +7%
DWT
1018
Dorsey & Whitney Trust
South Dakota
$37.7M +$1.58M +5,488 +4%
HPG
1019
Harvest Portfolios Group
Ontario, Canada
$37.7M +$3.43M +11,888 +10%
WA
1020
WestEnd Advisors
North Carolina
$37.6M -$32.1M -134,043 Closed
CCA
1021
Cobblestone Capital Advisors
New York
$37.5M +$4.64M +16,098 +14%
DWP
1022
Daymark Wealth Partners
Ohio
$37.5M +$5.78M +20,050 +18%
PR
1023
Payden & Rygel
California
$37.4M
LFAS
1024
Level Four Advisory Services
Texas
$37.3M -$2.88M -10,004 -7%
MAP
1025
Managed Asset Portfolios
Michigan
$37.2M -$939K -3,256 -2%