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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 %
HCA
1851
Horan Capital Advisors
Ohio
$12.1M +$287K +996 +2%
NFAM
1852
North Fourth Asset Management
New Jersey
$12.1M +$12.1M +42,100 New
FPAS
1853
Focus Partners Advisor Solutions
Missouri
$12.1M -$779K -2,703 -6%
CFS
1854
CRA Financial Services
New Jersey
$12.1M +$6.34K +22 +0.1%
BW
1855
Bison Wealth
Georgia
$12.1M -$598K -1,927 -5%
MCM
1856
Morton Capital Management
California
$12.1M -$144K -498 -1%
TCBWMS
1857
Texas Capital Bank Wealth Management Services
Texas
$12.1M -$155K -539 -1%
SCP
1858
Seizert Capital Partners
Michigan
$12.1M -$1.29M -4,458 -10%
SCA
1859
Sage Capital Advisors
South Dakota
$12.1M -$79.9K -277 -0.7%
NMG
1860
New Millennium Group
Utah
$12M -$117K -407 -1%
HDIM
1861
Hanson & Doremus Investment Management
Vermont
$12M -$1.81M -6,267 -13%
MIFH
1862
Migdal Insurance & Financial Holdings
Israel
$12M -$36.9M -130,010 -76%
BE
1863
Bonness Enterprises
District of Columbia
$12M -$1.36M -4,700 -10%
ASA
1864
Armstrong Shaw Associates
Connecticut
$11.9M -$318K -1,102 -3%
CW
1865
CIC Wealth
Maryland
$11.9M +$192K +666 +2%
BCM
1866
Barometer Capital Management
Ontario, Canada
$11.9M +$11.8M +41,006 +18,639%
SS
1867
Sunbelt Securities
Texas
$11.9M +$3.96M +13,935 +50%
BWM
1868
BerganKDV Wealth Management
Minnesota
$11.9M +$449K +1,557 +4%
HA
1869
Herold Advisors
New York
$11.9M +$62.6K +217 +0.5%
RWB
1870
RMR Wealth Builders
New Jersey
$11.8M +$1.88M +6,523 +19%
RIA
1871
Realta Investment Advisors
Delaware
$11.8M -$692K -2,399 -6%
SWM
1872
Silverlake Wealth Management
Vermont
$11.8M -$220K -764 -2%
RA
1873
RFG Advisory
Alabama
$11.8M +$287K +996 +3%
HWAM
1874
Hennion & Walsh Asset Management
New Jersey
$11.8M -$890K -3,087 -7%
GAM
1875
Grandview Asset Management
Pennsylvania
$11.8M -$724K -2,512 -6%