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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 %
CIA
1276
Covington Investment Advisors
Pennsylvania
$25.5M -$2.21M -7,666 -8%
MWM
1277
Merriman Wealth Management
Washington
$25.4M -$2.3M -7,983 -8%
UAS
1278
United Asset Strategies
New York
$25.4M -$52.2K -181 -0.2%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$25.4M +$745K +2,583 +3%
EWM
1280
Edge Wealth Management
New York
$25.4M -$210K -727 -0.8%
GIP
1281
Greatmark Investment Partners
Georgia
$25.3M -$1.11M -3,846 -4%
BFC
1282
Blue Fin Capital
Rhode Island
$25.2M -$12.8K -42 -0.1%
AWM
1283
Avitas Wealth Management
California
$25.2M -$410K -1,421 -2%
IAN
1284
Integrated Advisors Network
Texas
$25.2M +$604K +2,094 +2%
CCP
1285
Clough Capital Partners
Massachusetts
$25.2M -$3.27M -11,355 -12%
JAG
1286
Journey Advisory Group
Kentucky
$25.2M +$2.79M +9,661 +12%
TSW
1287
Thompson Siegel & Walmsley
Virginia
$25.1M +$2.06M +7,152 +9%
ACM
1288
Atika Capital Management
New York
$25.1M +$10.4M +36,200 +71%
MIM
1289
Morningstar Investment Management
Illinois
$25M -$3.91M -13,576 -14%
MIM
1290
Marco Investment Management
Georgia
$25M -$3.01M -10,435 -11%
MC
1291
MIG Capital
California
$25M -$12.1M -42,083 -33%
TFA
1292
Teamwork Financial Advisors
Texas
$25M -$2.81M -9,747 -10%
NFG
1293
Nations Financial Group
Iowa
$24.9M +$1.09M +3,786 +5%
ILCM
1294
Ivy Lane Capital Management
Florida
$24.8M
TAM
1295
Trust Asset Management
Texas
$24.8M +$397K +1,376 +2%
WWM
1296
Western Wealth Management
Colorado
$24.7M +$1.2M +4,157 +5%
RC
1297
Randolph Company
Ohio
$24.7M
CCG
1298
Cypress Capital Group
Florida
$24.7M -$491K -1,702 -2%
CA
1299
Claar Advisors
New York
$24.6M -$216K -750 -0.9%
HCM
1300
Hilton Capital Management
New York
$24.6M -$591K -2,465 -2%