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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 %
HCM
1801
Hall Capital Management
Rhode Island
$12.8M -$37.5K -130 -0.3%
MFA
1802
Mayflower Financial Advisors
Massachusetts
$12.8M +$398K +1,382 +3%
SCM
1803
Sandler Capital Management
New York
$12.8M +$12.8M +44,379 New
AWM
1804
Avior Wealth Management
Nebraska
$12.8M +$854K +2,963 +7%
CCPM
1805
Cooper Creek Partners Management
New York
$12.8M -$1.48M -5,123 -10%
LT
1806
Legacy Trust
Michigan
$12.7M +$61.4K +213 +0.5%
KP
1807
Keel Point
Alabama
$12.7M +$299K +1,038 +2%
DPIM
1808
Duff & Phelps Investment Management
Illinois
$12.7M
DSC
1809
Duncker Streett & Co
Missouri
$12.7M -$1.43M -4,954 -10%
HCM
1810
Hollencrest Capital Management
California
$12.7M +$7.21M +25,011 +132%
BCP
1811
Bluegrass Capital Partners
Florida
$12.7M
RBC
1812
Romano Brothers & Co
Illinois
$12.7M +$245K +854 +2%
PWPS
1813
Pinnacle Wealth Planning Services
Ohio
$12.6M +$179K +620 +1%
BFIC
1814
Bedell Frazier Investment Counselling
California
$12.6M -$194K -672 -2%
MCWS
1815
McKinley Carter Wealth Services
West Virginia
$12.6M +$210K +730 +2%
LWMM
1816
Legacy Wealth Management (Mississippi)
Mississippi
$12.6M -$14.4K -50 -0.1%
AIIMS
1817
Analyst IMS Investment Management Services
Israel
$12.6M -$340K -1,198 -3%
PAM
1818
Pinpoint Asset Management
Hong Kong
$12.6M +$12.6M +43,600 New
ADL
1819
Asset Dedication LLC
California
$12.6M +$482K +1,675 +4%
SF
1820
Summit Financial
New Jersey
$12.6M +$353K +1,223 +3%
UC
1821
Unio Capital
New Jersey
$12.5M -$96K -333 -0.8%
RB
1822
Rodgers Brothers
Pennsylvania
$12.5M -$507K -1,760 -4%
KA
1823
Kozak & Associates
Colorado
$12.5M +$53K +184 +0.4%
CIAS
1824
Capital Investment Advisory Services
North Carolina
$12.5M -$1.07M -3,715 -8%
IAS
1825
Insigneo Advisory Services
Florida
$12.5M +$152K +529 +1%