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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 %
EWM
1701
Executive Wealth Management
Michigan
$14.4M +$1.42M +4,918 +11%
SCM
1702
Sirios Capital Management
Massachusetts
$14.4M +$2.99M +10,365 +26%
NG
1703
NatWest Group
United Kingdom
$14.4M -$1.3M -4,519 -8%
PCP
1704
Proficio Capital Partners
Massachusetts
$14.3M +$551K +1,912 +4%
EIM
1705
Essex Investment Management
Massachusetts
$14.3M -$1.26M -4,365 -8%
BRM
1706
Boston Research & Management
Massachusetts
$14.3M -$144K -501 -1%
GA
1707
GFS Advisors
Texas
$14.3M +$102K +353 +0.7%
CWS
1708
Confluence Wealth Services
Pennsylvania
$14.3M +$837K +2,904 +6%
DFG
1709
Delta Financial Group
New Jersey
$14.2M +$36K +125 +0.3%
HIC
1710
Harbor Island Capital
Massachusetts
$14.2M
HRC
1711
Hoertkorn Richard Charles
$14.2M -$8.65K -30 -0.1%
CA
1712
Continuum Advisory
Idaho
$14.2M +$116K +403 +0.8%
NAM
1713
NTV Asset Management
West Virginia
$14.2M -$49.3K -171 -0.3%
PA
1714
Procyon Advisors
Connecticut
$14.2M +$21.3K +74 +0.2%
RCAG
1715
Rehmann Capital Advisory Group
Michigan
$14.1M +$175K +608 +1%
WTFG
1716
Wells Trecaso Financial Group
Ohio
$14.1M +$119K +413 +0.8%
NB
1717
Northwest Bancshares
Pennsylvania
$14.1M -$57.1K -198 -0.4%
RGC
1718
Roberts, Glore & Co
Illinois
$14.1M -$35.7K -124 -0.3%
WIA
1719
Westbourne Investment Advisors
Maryland
$14.1M -$589K -2,042 -4%
SSI
1720
Scott & Selber Inc
Texas
$14.1M +$18.2K +63 +0.1%
ACS
1721
Archford Capital Strategies
Illinois
$14.1M +$785K +2,762 +6%
AFGAS
1722
Allegiance Financial Group Advisory Services
Virginia
$14.1M +$3.17K +11 +0%
FNBTCON
1723
First National Bank & Trust Co of Newtown
Pennsylvania
$14.1M -$234K -810 -2%
APP
1724
Avantax Planning Partners
Iowa
$14M -$425K -1,474 -3%
PCMK
1725
Paragon Capital Management (Kansas)
Kansas
$14M -$527K -1,827 -4%