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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 %
HW
1651
Hamilton Wealth
California
$15.3M +$472K +1,638 +3%
RWM
1652
Rench Wealth Management
Texas
$15.3M -$504K -1,749 -3%
Verition Fund Management
1653
Verition Fund Management
Connecticut
$15.3M -$6.63M -23,005 -30%
ZF
1654
Zhang Financial
Michigan
$15.3M -$470K -1,631 -3%
BCM
1655
Bourgeon Capital Management
Connecticut
$15.3M +$90.8K +315 +0.6%
CC
1656
Cadinha & Co
Hawaii
$15.3M -$11.3M -39,267 -43%
GFA
1657
Gifford Fong Associates
California
$15.3M -$10.2M -35,243 -40%
AWM
1658
Angeles Wealth Management
California
$15.3M -$413K -1,434 -3%
BSC
1659
Brown Shipley & Co
United Kingdom
$15.2M +$15.2M +52,880 New
RHDIC
1660
R.H. Dinel Investment Counsel
California
$15.2M +$1.1M +3,825 +8%
CCT
1661
Capital City Trust
Florida
$15.2M +$438K +1,518 +3%
FNB
1662
Farmers National Bank
Kentucky
$15.2M -$204K -707 -1%
MSAM
1663
Moloney Securities Asset Management
Missouri
$15.2M +$786K +2,726 +5%
CAM
1664
Cubic Asset Management
Massachusetts
$15.2M -$56.2K -195 -0.4%
GWS
1665
Glassman Wealth Services
Virginia
$15.2M -$399K -1,385 -3%
WPP
1666
Whalerock Point Partners
Rhode Island
$15.2M +$112K +390 +0.7%
CCMINC
1667
Cardinal Capital Management Inc (North Carolina)
North Carolina
$15.2M -$295K -1,023 -2%
FC
1668
Farley Capital
New York
$15.2M +$491K +1,702 +3%
HWM
1669
Heirloom Wealth Management
Colorado
$15.2M +$2.48M +8,610 +20%
HC
1670
Hendley & Co
Ohio
$15.1M -$1.22M -4,230 -7%
VAS
1671
Valicenti Advisory Services
New York
$15.1M +$991K +3,438 +7%
GWM
1672
Greenwich Wealth Management
Connecticut
$15.1M -$21K -73 -0.1%
AWA
1673
Arete Wealth Advisors
Illinois
$15.1M +$527K +1,828 +4%
HWA
1674
HCR Wealth Advisors
California
$15M -$147K -511 -1%
GJCM
1675
Grand Jean Capital Management
California
$15M +$288K +999 +2%