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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 %
SIA
1876
SeaBridge Investment Advisors
New Jersey
$11.7M +$94.9K +329 +0.8%
CFG
1877
Cooper Financial Group
California
$11.7M -$314K -1,088 -3%
MW
1878
Marcum Wealth
Ohio
$11.7M +$258K +894 +2%
SC
1879
Searle & Co
Connecticut
$11.7M -$133K -432 -1%
MS
1880
Marshall & Sullivan
Washington
$11.7M +$1.29M +4,468 +12%
TWM
1881
TLW Wealth Management
Florida
$11.7M -$136K -471 -1%
MKA
1882
M. Kulyk & Associates
Georgia
$11.7M +$272K +942 +2%
LHC
1883
Little House Capital
Massachusetts
$11.6M +$883K +3,063 +8%
MJP
1884
Michael J. Puzo
$11.6M +$325K +1,126 +3%
WKWM
1885
Walter & Keenan Wealth Management
Indiana
$11.6M -$434K -1,506 -4%
HI
1886
Humankind Investments
New York
$11.5M -$279K -967 -2%
RDWM
1887
Red Door Wealth Management
Tennessee
$11.5M +$263K +911 +2%
FSCM
1888
First Sabrepoint Capital Management
Texas
$11.5M
WCM
1889
Wildcat Capital Management
New York
$11.5M +$11.5M +40,000 New
CG
1890
CFO4Life Group
Texas
$11.5M -$81.3K -282 -0.7%
WCM
1891
Whitener Capital Management
North Carolina
$11.5M -$49.9K -173 -0.4%
FI
1892
Fosun International
China
$11.5M -$7.53M -26,112 -40%
JC
1893
JB Capital
Connecticut
$11.5M +$643K +2,230 +6%
BAM
1894
Brave Asset Management
New Jersey
$11.5M +$764K +2,651 +7%
WA
1895
WBH Advisory
Maryland
$11.5M +$11.5M +39,811 New
RWA
1896
Roberts Wealth Advisors
California
$11.5M +$128K +447 +1%
NCM
1897
Northwest Capital Management
Oregon
$11.5M +$61.7K +214 +0.5%
NL
1898
NVWM LLC
Pennsylvania
$11.5M +$71.2K +247 +0.6%
SWK
1899
Stephen W. Kidder
$11.5M +$4.32K +15 +0%
NAMA
1900
Nikko Asset Management Americas
New York
$11.4M +$10.5M +36,896 +1,184%