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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 %
WAP
1501
Wealthcare Advisory Partners
Pennsylvania
$18.4M -$15.9K -55 -0.1%
CWM
1502
Curi Wealth Management
North Carolina
$18.4M -$589K -2,044 -3%
CWA
1503
Canvas Wealth Advisors
Kansas
$18.3M -$4.1M -13,442 -18%
LJHT
1504
Laurie J. Hall Trustee
$18.3M -$131K -453 -0.7%
JIC
1505
Joel Isaacson & Co
New York
$18.3M +$299K +1,038 +2%
BCM
1506
Buckhead Capital Management
Georgia
$18.3M +$184K +638 +1%
HKIM
1507
Hayek Kallen Investment Management
Alabama
$18.3M -$407K -1,413 -2%
LWANC
1508
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.3M +$338K +1,173 +2%
WP
1509
Woodline Partners
California
$18.3M -$75M -260,012 -80%
NHT
1510
New Hampshire Trust
New Hampshire
$18.3M -$277K -960 -1%
NAMM
1511
NorthStar Asset Management (Massachusetts)
Massachusetts
$18.2M -$84.2K -292 -0.5%
SWM
1512
Segment Wealth Management
Texas
$18.2M +$552K +1,916 +3%
PGAM
1513
Princeton Global Asset Management
New Jersey
$18.2M +$978K +3,391 +6%
HCM
1514
Huber Capital Management
California
$18.2M
SGA
1515
Strategic Global Advisors
California
$18.2M -$1.58M -5,480 -8%
MC
1516
Middleton & Co
Massachusetts
$18.1M +$96K +333 +0.5%
JFG
1517
Jefferies Financial Group
New York
$18.1M -$9.52M -33,010 -34%
IAIM
1518
International Assets Investment Management
Florida
$18.1M -$13.6M -53,985 -43%
DIP
1519
DT Investment Partners
Pennsylvania
$18.1M +$92.6K +303 +0.5%
IEFM
1520
IQ EQ Fund Management
Ireland
$18.1M -$483K -1,677 -3%
MSS
1521
Mitchell Sinkler & Starr
Pennsylvania
$18.1M +$375K +1,299 +2%
BG
1522
BRX Global
New York
$18.1M
HIM
1523
Harbour Investment Management
Washington
$18M -$63.7K -221 -0.4%
SSW
1524
Stone Summit Wealth
Florida
$18M -$32.9K -114 -0.2%
MC
1525
Miramar Capital
Illinois
$18M -$161K -559 -0.9%