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 %
FCP
1726
Fidelis Capital Partners
Florida
$14M +$8.07M +25,993 +136%
BFA
1727
Benedict Financial Advisors
Georgia
$14M -$310K -1,074 -2%
CCM
1728
Consolidated Capital Management
California
$14M +$256K +888 +2%
FFM
1729
Forum Financial Management
Illinois
$14M -$30K -104 -0.2%
OC
1730
Oakworth Capital
Alabama
$14M +$85.9K +298 +0.6%
AR
1731
Advisory Research
Illinois
$14M -$1.93M -6,708 -12%
TCM
1732
Thames Capital Management
New Jersey
$14M -$12.7M -44,174 -48%
WPC
1733
Wedmont Private Capital
Pennsylvania
$14M +$2.59M +8,937 +23%
MP
1734
McDonald Partners
Ohio
$13.9M -$81.3K -282 -0.6%
LC
1735
Lindbrook Capital
California
$13.9M +$225K +779 +2%
BIA
1736
Biondo Investment Advisors
Pennsylvania
$13.9M +$284K +985 +2%
BS
1737
Bessemer Securities
New York
$13.9M -$2.19M -7,600 -14%
CCWM
1738
Cassaday & Co Wealth Management
Virginia
$13.9M +$1.53M +5,300 +12%
TCCM
1739
Timber Creek Capital Management
Massachusetts
$13.9M -$25.1K -87 -0.2%
CPA
1740
Capital Planning Advisors
California
$13.9M -$448K -1,555 -3%
MWM
1741
Marietta Wealth Management
Georgia
$13.8M -$17K -59 -0.1%
GGI
1742
GPM Growth Investors
Michigan
$13.8M -$13.3K -46 -0.1%
SIM
1743
Sentry Investment Management
Wisconsin
$13.8M -$1.15M -3,996 -8%
LOPW
1744
Live Oak Private Wealth
North Carolina
$13.7M +$47.9K +166 +0.4%
CA
1745
Crewe Advisors
Utah
$13.7M -$67.2K -233 -0.5%
CWM
1746
Circle Wealth Management
New Jersey
$13.7M -$28.3K -98 -0.2%
AT
1747
American Trust
Kentucky
$13.7M +$140K +487 +1%
OPTFSNA
1748
Old Point Trust & Financial Services N A
Virginia
$13.6M -$51.9K -180 -0.4%
FVWA
1749
Foster Victor Wealth Advisors
South Carolina
$13.6M +$481K +1,676 +4%
MBT
1750
Montecito Bank & Trust
California
$13.6M -$409K -1,420 -3%