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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 %
CA
1776
Claro Advisors
Massachusetts
$13.1M +$1.27M +4,415 +11%
NA
1777
Nordwand Advisors
Pennsylvania
$13.1M +$2.11M +7,304 +19%
CWP
1778
CFM Wealth Partners
Texas
$13.1M +$12.7K +44 +0.1%
FM
1779
Family Management
New York
$13.1M -$912K -3,162 -7%
CAAS
1780
Capital Asset Advisory Services
Michigan
$13.1M +$1.07M +3,710 +9%
RP
1781
Rowlandmiller & Partners
Georgia
$13.1M -$152K -528 -1%
CCM
1782
Canal Capital Management
Virginia
$13.1M +$1.96M +6,784 +18%
SIP
1783
Stoneridge Investment Partners
Pennsylvania
$13.1M -$1.89M -6,565 -13%
SBWIC
1784
Schaper Benz & Wise Investment Counsel
Wisconsin
$13M -$1.06M -3,666 -7%
CAM
1785
Cypress Asset Management
Texas
$13M -$116K -404 -0.9%
TYCC
1786
Texas Yale Capital Corp
Florida
$13M -$648K -2,247 -5%
NC
1787
Naman Capital
Brazil
$13M
OSNBOA
1788
Old Second National Bank of Aurora
Illinois
$13M -$727K -2,521 -5%
ACM
1789
Alight Capital Management
New York
$13M +$4.47M +15,500 +53%
BFW
1790
Brady Family Wealth
Missouri
$13M -$154K -533 -1%
JPMIA
1791
J.P. Marvel Investment Advisors
Massachusetts
$13M
HCM
1792
Heathbridge Capital Management
Ontario, Canada
$12.9M -$1M -3,475 -7%
EP
1793
Eudaimonia Partners
Tennessee
$12.9M +$77.8K +270 +0.6%
EIM
1794
Ervin Investment Management
Washington
$12.9M -$349K -1,230 -3%
WFG
1795
Wills Financial Group
Virginia
$12.9M -$1.81M -6,283 -12%
WBC
1796
West Branch Capital
Massachusetts
$12.9M +$112K +390 +0.9%
VSQM
1797
V-Square Quantitative Management
Illinois
$12.9M +$12.9M +44,596 New
ST
1798
Somerset Trust
Pennsylvania
$12.9M -$319K -1,107 -2%
IMOV
1799
Investment Management of Virginia
Virginia
$12.8M -$69.2K -240 -0.5%
HW
1800
Hedeker Wealth
Illinois
$12.8M -$942K -3,268 -7%