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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 %
AOI
1126
Auto-Owners Insurance
Michigan
$31M
WANY
1127
Wealthspire Advisors (New York)
New York
$31M -$3.59M -12,438 -10%
MIC
1128
Means Investment Company
Maine
$30.9M -$125K -434 -0.4%
CA
1129
CapWealth Advisors
Tennessee
$30.9M -$4.18M -14,506 -12%
SB
1130
Simmons Bank
Arkansas
$30.9M +$632K +2,193 +2%
MOS
1131
MGO One Seven
Ohio
$30.8M +$5.14M +17,834 +20%
DSAM
1132
Dock Street Asset Management
Florida
$30.7M +$242K +838 +0.8%
LDB
1133
Lee, Danner & Bass
Tennessee
$30.7M -$186K -644 -0.6%
CIS
1134
Connors Investor Services
Pennsylvania
$30.7M +$2.73M +9,461 +10%
IGGA
1135
Iron Gate Global Advisors
Utah
$30.6M +$390K +1,352 +1%
CC
1136
Constitution Capital
Connecticut
$30.6M -$1.2M -4,155 -4%
ACA
1137
Anchor Capital Advisors
Massachusetts
$30.5M -$653K -2,264 -2%
PCM
1138
Pennsylvania Capital Management
Pennsylvania
$30.5M +$465K +1,612 +2%
CAL
1139
Capital Analysts LLC
Pennsylvania
$30.5M +$726K +2,519 +2%
TCA
1140
Transcend Capital Advisors
New Jersey
$30.4M -$342K -1,187 -1%
SVI
1141
Strategic Vision Investment
Hong Kong
$30.3M +$30.3M +105,263 New
PWM
1142
Perigon Wealth Management
California
$30.2M +$359K +1,244 +1%
FAT
1143
First American Trust
California
$30M -$432K -1,499 -1%
CC
1144
Criteria Caixa
Spain
$30M +$1.69M +5,875 +6%
FG
1145
Fiduciary Group
Georgia
$30M -$390K -1,353 -1%
SFS
1146
Sowell Financial Services
Arkansas
$30M -$8.19M -28,391 -21%
PFU
1147
Parus Finance (UK)
United Kingdom
$30M +$6.76M +23,446 +29%
C
1148
Chescapmanager
Maryland
$29.9M
LG
1149
LaFleur & Godfrey
Michigan
$29.9M -$351K -1,217 -1%
MCC
1150
Money Concepts Capital
Florida
$29.9M -$16.4M -56,631 -36%