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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 %
CCFCSB
1301
Cape Cod Five Cents Savings Bank
Massachusetts
$24.5M -$1.16M -4,021 -5%
B
1302
Bensler
Washington
$24.5M +$29.1K +101 +0.1%
TCM
1303
Tufton Capital Management
Maryland
$24.5M -$68.3K -237 -0.3%
CC
1304
Cartenna Capital
Connecticut
$24.5M +$24.5M +85,000 New
LIA
1305
LS Investment Advisors
Michigan
$24.4M -$240K -831 -1%
SAM
1306
SP Asset Management
California
$24.3M -$301K -1,044 -1%
LIM
1307
Leavell Investment Management
Alabama
$24.3M +$9.51K +33 +0%
PFM
1308
Premier Fund Managers
United Kingdom
$24.3M +$13.1M +46,056 +117%
SVWAG
1309
Sound View Wealth Advisors Group
Georgia
$24.1M -$223K -773 -0.9%
HC
1310
Hillman Company
Pennsylvania
$24.1M -$5.96M -20,664 -20%
CQS
1311
Credential Qtrade Securities
$24.1M -$242K -838 -1%
HBT
1312
Hills Bank & Trust
Iowa
$24.1M -$573K -1,989 -2%
WPI
1313
Walter Public Investments
Canada
$24M +$1.31M +4,531 +6%
CCA
1314
Checchi Capital Advisers
California
$24M +$946K +3,281 +4%
RCM
1315
Rings Capital Management
Illinois
$23.9M
WCMN
1316
Westchester Capital Management (Nebraska)
Nebraska
$23.9M -$387K -1,341 -2%
CWM
1317
CMH Wealth Management
New Hampshire
$23.9M +$427K +1,482 +2%
CW
1318
CreativeOne Wealth
Kansas
$23.8M -$81.6K -283 -0.3%
TIM
1319
Thompson Investment Management
Wisconsin
$23.7M +$785K +2,723 +3%
MBTD
1320
Mechanics Bank - Trust Department
California
$23.7M -$1.69M -5,860 -7%
Group One Trading
1321
Group One Trading
Illinois
$23.6M -$75.9M -263,231 -76%
KFS
1322
Kurt F. Somerville
$23.6M +$373K +1,295 +2%
KWMG
1323
King Wealth Management Group
Florida
$23.6M +$41.5K +144 +0.2%
NIC
1324
Northwest Investment Counselors
Oregon
$23.5M -$298K -1,033 -1%
IPW
1325
Invictus Private Wealth
Colorado
$23.4M -$2.79M -9,671 -11%