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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 %
LSAG
1326
Lake Street Advisors Group
New Hampshire
$23.4M +$136K +471 +0.6%
YDMI
1327
Y.D. More Investments
Israel
$23.3M -$4.93M -17,117 -17%
VV
1328
Verity & Verity
South Carolina
$23.2M +$711K +2,466 +3%
JA
1329
JLB & Associates
Michigan
$23.2M +$622K +2,156 +3%
TI
1330
Truxt Investmentos
Brazil
$23.2M +$23.2M +80,300 New
ACM
1331
Anabranch Capital Management
Connecticut
$23.1M -$1.84M -6,371 -7%
CS
1332
Central Securities
New York
$23.1M -$2.88M -10,000 -11%
CCC
1333
Cincinnati Casualty Company
Ohio
$23.1M
ARAM
1334
Ardmore Road Asset Management
New York
$23.1M +$14.4M +50,000 +167%
PTC
1335
Private Trust Company
Ohio
$23M +$831K +2,883 +4%
PTB
1336
Pioneer Trust Bank
Oregon
$23M -$529K -1,835 -2%
GCA
1337
Guardian Capital Advisors
Ontario, Canada
$22.9M -$1.17M -4,124 -5%
CIC
1338
Cutler Investment Counsel
Oregon
$22.9M +$300K +1,040 +1%
GIA
1339
Gladstone Institutional Advisory
Florida
$22.9M -$865K -2,999 -4%
BL
1340
Balentine LLC
Georgia
$22.8M -$357K -1,239 -2%
TGCMU
1341
Titan Global Capital Management USA
New York
$22.8M -$772K -2,679 -3%
LWM
1342
Lyell Wealth Management
California
$22.7M -$1.03M -3,572 -4%
MKC
1343
M. Kraus & Co
Vermont
$22.7M -$86.8K -301 -0.4%
WC
1344
Westwind Capital
New Mexico
$22.6M -$240K -834 -1%
QCG
1345
Quadrant Capital Group
Ohio
$22.6M +$1.86M +6,450 +9%
CIA
1346
CCM Investment Advisers
South Carolina
$22.5M +$1.08M +3,738 +5%
WIC
1347
Woodmont Investment Counsel
Tennessee
$22.5M +$431K +1,495 +2%
ALAM
1348
Asahi Life Asset Management
Japan
$22.5M -$255K -883 -1%
CAM
1349
Covenant Asset Management
New Jersey
$22.5M -$3.72M -12,918 -14%
AHB
1350
Abner Herrman & Brock
New Jersey
$22.4M +$475K +1,649 +2%