MSFT icon

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 %
CF
1676
Centaurus Financial
California
$15M +$549K +1,904 +4%
BB
1677
Berkshire Bank
Massachusetts
$15M -$508K -1,761 -3%
HFM
1678
Hartford Financial Management
Connecticut
$14.9M -$117K -405 -0.8%
STA
1679
Summit Trail Advisors
New York
$14.9M +$1.4M +4,844 +10%
CICI
1680
Capital Investment Counsel Inc
North Carolina
$14.9M -$346K -1,200 -2%
PM
1681
Phraction Management
Connecticut
$14.9M +$1.44M +4,997 +11%
SWA
1682
Stratos Wealth Advisors
Ohio
$14.8M -$1.04M -3,610 -7%
APSI
1683
Asset Planning Services Inc
Louisiana
$14.8M -$1.02M -3,550 -6%
BAM
1684
Boyar Asset Management
New York
$14.7M +$49.9K +173 +0.3%
LSA
1685
L & S Advisors
California
$14.7M -$1.82M -6,308 -11%
CCM
1686
Condor Capital Management
New Jersey
$14.7M -$1.15M -3,995 -7%
MHS
1687
M Holdings Securities
Oregon
$14.7M -$1.36M -4,706 -8%
CFGS
1688
Concourse Financial Group Securities
Alabama
$14.7M -$477K -1,653 -3%
MCG
1689
McCollum Christoferson Group
New York
$14.7M -$315K -1,093 -2%
ACM
1690
Allred Capital Management
Texas
$14.7M -$279K -968 -2%
BWAM
1691
Boyd Watterson Asset Management
Ohio
$14.6M +$138K +480 +1%
GWSG
1692
GPS Wealth Strategies Group
Colorado
$14.6M -$1.13M -3,913 -7%
AMBIA
1693
Allen Mooney & Barnes Investment Advisors
Georgia
$14.6M +$329K +1,142 +2%
MIG
1694
McGuire Investment Group
Rhode Island
$14.6M +$4.9K +17 +0%
LFM
1695
LGT Fund Management
Liechtenstein
$14.5M +$3M +10,390 +26%
RC
1696
RDST Capital
Washington
$14.5M -$7.21K -25 -0%
IFWM
1697
Institute for Wealth Management
Colorado
$14.5M -$95.1K -330 -0.7%
BCB
1698
Brian C. Broderick
$14.5M +$90.5K +314 +0.6%
KJHP
1699
K.J. Harrison & Partners
Ontario, Canada
$14.4M -$863K -2,995 -6%
OFG
1700
OTA Financial Group
New York
$14.4M +$14.4M +50,000 New