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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 %
AAS
1526
Ameritas Advisory Services
Nebraska
$18M -$8.24M -28,876 -31%
HCM
1527
Hodges Capital Management
Texas
$17.9M +$3.27M +13,109 +22%
MIP
1528
Marietta Investment Partners
Wisconsin
$17.9M +$235K +814 +1%
AOWM
1529
Alpha Omega Wealth Management
Virginia
$17.9M -$665K -2,307 -4%
WF
1530
WoodTrust Financial
Wisconsin
$17.9M +$574K +1,991 +3%
RMSCM
1531
R.M. Sincerbeaux Capital Management
New York
$17.8M -$86.5K -300 -0.5%
SAM
1532
Smithbridge Asset Management
Pennsylvania
$17.8M -$157K -545 -0.9%
AIA
1533
Allied Investment Advisors
Montana
$17.8M +$205K +712 +1%
RWM
1534
RKL Wealth Management
Pennsylvania
$17.8M -$24.8K -86 -0.1%
CHCM
1535
Columbus Hill Capital Management
New Jersey
$17.8M
LOIM
1536
Liberty One Investment Management
Illinois
$17.8M +$1.73M +5,992 +11%
ZIG
1537
Zuckerman Investment Group
Illinois
$17.7M +$225K +779 +1%
WP
1538
Waycross Partners
Kentucky
$17.7M +$2.47M +8,553 +16%
SFO
1539
Stokes Family Office
Louisiana
$17.6M +$563K +1,952 +3%
CM
1540
Corvex Management
New York
$17.6M -$86.4M -299,700 -83%
PAIM
1541
Punch & Associates Investment Management
Minnesota
$17.6M -$1.75M -6,084 -9%
CAG
1542
Csenge Advisory Group
Florida
$17.6M +$675K +2,340 +4%
AIMC
1543
Alley Investment Management Company
Illinois
$17.5M +$670K +2,325 +4%
AIM
1544
Arcadia Investment Management
Michigan
$17.5M -$288K -1,000 -2%
SWS
1545
SYSTM Wealth Solutions
Illinois
$17.5M -$2.18M -7,553 -11%
TW
1546
TrinityPoint Wealth
Connecticut
$17.5M +$482K +1,671 +3%
MFWM
1547
Motley Fool Wealth Management
Virginia
$17.4M +$64.9K +225 +0.4%
SFG
1548
SevenBridge Financial Group
Pennsylvania
$17.4M -$26.5K -92 -0.2%
MSR
1549
Main Street Research
Connecticut
$17.4M +$12.9M +44,612 +284%
NIM
1550
Nicollet Investment Management
Minnesota
$17.4M -$489K -1,696 -3%