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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 %
PIA
1026
Petredis Investment Advisors
Pennsylvania
$37.2M +$427K +1,481 +1%
VIA
1027
Vident Investment Advisory
Georgia
$37.1M +$7.49M +25,996 +25%
HI
1028
Hoey Investments
Pennsylvania
$37M -$414K -1,436 -1%
ET
1029
Equitable Trust
Tennessee
$36.9M -$460K -1,594 -1%
TC
1030
Telemus Capital
Michigan
$36.8M +$13K +45 +0%
CPH
1031
C Partners Holding
Switzerland
$36.8M +$4.75M +16,492 +15%
OPCM
1032
Osborne Partners Capital Management
California
$36.7M -$172K -596 -0.5%
AC
1033
Addenda Capital
Quebec, Canada
$36.6M -$602K -2,089 -2%
GKWIM
1034
Gerber Kawasaki Wealth & Investment Management
California
$36.6M +$98.3K +341 +0.3%
FCMC
1035
Founders Capital Management (Connecticut)
Connecticut
$36.6M +$276K +958 +0.8%
ATI
1036
Act Two Investors
California
$36.5M +$19.9M +69,014 +120%
KCMH
1037
Keywise Capital Management (HK)
Hong Kong
$36.5M +$36.5M +126,600 New
CAM
1038
Carret Asset Management
New York
$36.5M -$1.78M -6,158 -5%
ECU
1039
Eisler Capital (UK)
United Kingdom
$36.4M +$36.4M +126,422 New
SRC
1040
Shufro Rose & Co
New York
$36.4M -$415K -1,441 -1%
CB
1041
Cadence Bank
Mississippi
$36.4M -$2.25M -7,788 -6%
USCWA
1042
U.S. Capital Wealth Advisors
Texas
$36.4M -$3.04M -10,542 -8%
TCOT
1043
Trust Company of Toledo
Ohio
$36.1M +$1.63M +5,667 +5%
EH
1044
Equitable Holdings
New York
$36.1M -$297K -1,031 -0.8%
WTB
1045
Washington Trust Bank
Washington
$36M +$1.92M +6,663 +6%
GHA
1046
GW Henssler & Associates
Georgia
$36M -$5.25M -18,196 -13%
ME
1047
McIlrath & Eck
Washington
$35.9M +$8.2M +28,442 +30%
DAS
1048
Dynamic Advisor Solutions
Arizona
$35.9M +$2.2M +7,634 +7%
LW
1049
Linscomb Wealth
Texas
$35.8M -$1.15M -3,984 -3%
SPC
1050
Stewart & Patten Company
California
$35.8M +$222K +769 +0.6%