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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 %
WAM
1101
Weatherly Asset Management
California
$32.5M -$310K -1,074 -0.9%
GC
1102
Garde Capital
Washington
$32.4M +$175K +606 +0.5%
SAM
1103
Sycomore Asset Management
France
$32.4M +$8.45M +30,558 +35%
HVIA
1104
Hudson Valley Investment Advisors
New York
$32.2M -$1.44K -5 -0%
WC
1105
Whitney & Co
New York
$32.2M +$542K +1,879 +2%
GP
1106
Girard Partners
Pennsylvania
$32.1M -$1.08M -3,729 -3%
WAM
1107
Wilsey Asset Management
California
$32.1M -$4.82M -16,733 -13%
CWP
1108
Cyndeo Wealth Partners
Florida
$32.1M +$2.35M +8,147 +8%
FFP
1109
FourThought Financial Partners
Florida
$32.1M +$1.66M +5,771 +5%
DBG
1110
De Burlo Group
Massachusetts
$32M +$21.3M +74,002 +201%
GRP
1111
Global Retirement Partners
California
$31.9M +$4.68M +15,385 +17%
ACM
1112
Anomaly Capital Management
New York
$31.9M -$50M -173,573 -61%
WSCM
1113
Wellington Shields Capital Management
New York
$31.7M -$720K -2,499 -2%
AA
1114
Auxano Advisors
Washington
$31.6M -$158K -547 -0.5%
ECM
1115
Element Capital Management
New York
$31.5M +$31.5M +109,152 New
KFP
1116
KMG Fiduciary Partners
Ohio
$31.3M +$347K +1,205 +1%
PWP
1117
Principle Wealth Partners
Connecticut
$31.3M +$1.04M +3,601 +3%
GGS
1118
Galvin Gaustad & Stein
Arizona
$31.2M -$1.05M -3,638 -3%
MAS
1119
Meeder Advisory Services
Ohio
$31.2M +$317K +1,100 +1%
BC
1120
Brookfield Corp
Ontario, Canada
$31.1M +$22.9M +79,324 +277%
ECG
1121
Edge Capital Group
Georgia
$31.1M +$5.06M +17,552 +19%
HI
1122
Horizon Investments
North Carolina
$31.1M -$6.37M -22,098 -17%
OA
1123
Oak Associates
Ohio
$31.1M -$3.46M -12,000 -10%
PAM
1124
Private Asset Management
California
$31.1M -$343K -1,191 -1%
SW
1125
SteelPeak Wealth
California
$31M -$3.94M -13,674 -11%