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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 %
MWM
1201
Moran Wealth Management
Florida
$27.9M +$979K +3,397 +4%
TA
1202
TruWealth Advisors
Louisiana
$27.9M +$547K +1,897 +2%
FHB
1203
First Hawaiian Bank
Hawaii
$27.9M +$759K +2,632 +3%
FM
1204
Freemont Management
Switzerland
$27.8M
ATPW
1205
Ashton Thomas Private Wealth
Arizona
$27.7M +$1.89M +6,555 +7%
CANC
1206
Culbertson A N & Co
Virginia
$27.7M -$345K -1,195 -1%
WCA
1207
Waratah Capital Advisors
Ontario, Canada
$27.7M -$14.6M -50,551 -35%
PIM
1208
Progressive Investment Management
Oregon
$27.6M +$926K +3,212 +3%
WI
1209
Wahed Invest
New York
$27.6M -$342K -1,187 -1%
GIM
1210
Goelzer Investment Management
Indiana
$27.6M -$2.88M -10,006 -9%
RPC
1211
Rossmore Private Capital
Connecticut
$27.6M -$716K -2,482 -3%
HAIM
1212
Hunter Associates Investment Management
Pennsylvania
$27.5M -$196K -678 -0.7%
Kayne Anderson Rudnick Investment Management
1213
Kayne Anderson Rudnick Investment Management
California
$27.5M +$2.39M +8,301 +10%
RF
1214
Rollins Financial
Georgia
$27.5M +$345K +1,196 +1%
MMG
1215
Monetary Management Group
Missouri
$27.4M -$21.6K -75 -0.1%
ST
1216
Smithfield Trust
Pennsylvania
$27.3M -$27.4K -95 -0.1%
SIG
1217
Sky Investment Group
Connecticut
$27.2M -$213K -740 -0.8%
LBA
1218
Lowell Blake & Associates
Massachusetts
$27.2M -$1.35M -4,698 -5%
NB
1219
NBT Bank
New York
$27.2M -$189K -657 -0.7%
CJL
1220
Cyrus J. Lawrence
New York
$27.2M +$3.05M +10,579 +13%
1IA
1221
1834 Investment Advisors
Wisconsin
$27M +$2.67M +9,272 +11%
GPCM
1222
Greenbrier Partners Capital Management
Texas
$26.9M
SGI
1223
Summit Global Investments
Utah
$26.9M +$1.29M +4,471 +5%
FA
1224
Fagan Associates
New York
$26.8M -$636K -2,207 -2%
BFM
1225
Boothbay Fund Management
New York
$26.8M +$25.1M +86,961 +1,432%