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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 %
SAM
1351
Synergy Asset Management
Washington
$22.3M +$4.39M +15,231 +24%
CPIG
1352
Chicago Partners Investment Group
Illinois
$22.3M +$1.41M +5,014 +7%
GCA
1353
Greenwood Capital Associates
South Carolina
$22.3M +$250K +868 +1%
DLCIG
1354
D.L. Carlson Investment Group
New Hampshire
$22.3M -$1.54M -5,329 -6%
DA
1355
Dash Acquisitions
California
$22.2M +$889K +3,083 +4%
LIM
1356
Lathrop Investment Management
Arkansas
$22.2M -$146K -505 -0.7%
SBIA
1357
Sheaff Brock Investment Advisors
Indiana
$22.2M +$197K +683 +0.9%
IB
1358
Intrust Bank
Kansas
$22.1M +$182K +633 +0.8%
FWTB
1359
First Western Trust Bank
Colorado
$22.1M +$278K +966 +1%
UH
1360
Unigestion Holding
Switzerland
$22.1M -$3.91M -13,770 -15%
SSG
1361
Summit Securities Group
New York
$22.1M +$22.1M +76,700 New
VCA
1362
Verdence Capital Advisors
Maryland
$22M +$832K +2,886 +4%
BWM
1363
Buckley Wealth Management
Nevada
$22M -$543K -1,883 -2%
FGP
1364
Foyston, Gordon, & Payne
Ontario, Canada
$22M -$780K -2,705 -3%
PCM
1365
Palisade Capital Management
New Jersey
$21.9M -$13.1M -45,593 -38%
JRP
1366
Jasper Ridge Partners
California
$21.9M +$288 +1 +0%
GWM
1367
Geneos Wealth Management
Colorado
$21.9M -$1.98M -6,861 -8%
CAM
1368
Claret Asset Management
Quebec, Canada
$21.8M -$43.5K -151 -0.2%
HCM
1369
Hutchinson Capital Management
California
$21.8M +$1.59M +5,513 +8%
WIM
1370
Weitz Investment Management
Nebraska
$21.8M +$4.32M +15,000 +25%
JWM
1371
JGP Wealth Management
Oregon
$21.8M +$366K +1,270 +2%
AM
1372
Atreides Management
Massachusetts
$21.7M +$21.7M +75,423 New
FI
1373
Financial Insights
Washington
$21.7M -$492K -1,705 -2%
CI
1374
Conning Inc
Connecticut
$21.7M -$8.18M -28,381 -27%
CC
1375
Courier Capital
New York
$21.6M -$63.4K -220 -0.3%