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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 %
MWM
1601
Mattern Wealth Management
Kansas
$16.2M +$432K +1,499 +3%
AWE
1602
Avidian Wealth Enterprises
Texas
$16.1M +$251K +872 +2%
LCC
1603
Lincoln Capital Corp
Rhode Island
$16.1M +$1.15K +4 +0%
EAM
1604
EULAV Asset Management
Florida
$16.1M -$1.44M -5,000 -8%
BEAM
1605
Baker Ellis Asset Management
Washington
$16.1M -$300K -1,040 -2%
HI
1606
Hendershot Investments
Virginia
$16.1M +$287K +994 +2%
DEA
1607
DoubleLine ETF Adviser
Florida
$16.1M +$2.59M +8,998 +19%
PT
1608
Plimoth Trust
Massachusetts
$16.1M -$48.7K -169 -0.3%
HFS
1609
Haverford Financial Services
Pennsylvania
$16.1M -$2.04M -7,074 -11%
GFG
1610
Greystone Financial Group
Michigan
$16.1M +$2.39M +8,278 +17%
GL
1611
Governors Lane
New York
$16.1M -$31.3M -108,700 -66%
BOSSRA
1612
B.O.S.S. Retirement Advisors
Utah
$16M +$566K +1,964 +4%
SBCM
1613
Schwerin Boyle Capital Management
Massachusetts
$16M -$1.1M -3,800 -6%
KA
1614
Kovack Advisors
Florida
$16M +$480K +1,664 +3%
SCM
1615
Stonebridge Capital Management
California
$15.9M -$1.61M -5,575 -9%
VA
1616
Valmark Advisers
Ohio
$15.9M +$728K +2,525 +5%
Capstone Investment Advisors
1617
Capstone Investment Advisors
New York
$15.9M -$2.08M -7,224 -12%
TCM
1618
Trybe Capital Management
Connecticut
$15.9M
CT
1619
Colonial Trust
South Carolina
$15.9M +$297K +1,030 +2%
WP
1620
WealthSource Partners
California
$15.9M -$765K -2,652 -5%
SCA
1621
St. Clair Advisors
Ohio
$15.9M +$6.49M +22,500 +69%
HCM
1622
Hitchwood Capital Management
New York
$15.9M -$25.9M -90,000 -62%
RC
1623
RBF Capital
California
$15.9M
TCA
1624
Trifecta Capital Advisors
Illinois
$15.9M +$494K +1,715 +3%
SAM
1625
Strategy Asset Managers
California
$15.8M +$324K +1,125 +2%