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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 %
TSAM
1901
Trinity Street Asset Management
United Kingdom
$11.4M -$2.8M -9,726 -20%
KCPG
1902
Kavar Capital Partners Group
Kansas
$11.3M +$62K +215 +0.5%
MCM
1903
Mattern Capital Management
Colorado
$11.3M +$332K +1,153 +3%
Financial Engines Advisors
1904
Financial Engines Advisors
California
$11.3M -$260K -901 -2%
BEI
1905
Benjamin Edwards Inc
Missouri
$11.2M +$741K +2,570 +7%
TP
1906
Tranquility Partners
Tennessee
$11.2M -$89.7K -311 -0.8%
GAG
1907
GM Advisory Group
New York
$11.2M +$1.33M +4,630 +13%
AT
1908
Arden Trust
Delaware
$11.2M -$699K -2,425 -6%
LJAC
1909
L.J. Altfest & Co
New York
$11.2M -$1.03M -3,580 -8%
SWM
1910
Sendero Wealth Management
Texas
$11.2M +$655K +2,271 +6%
FANJ
1911
Financial Architects (New Jersey)
New Jersey
$11.2M -$176K -612 -2%
PCR
1912
Potrero Capital Research
California
$11.2M
SCA
1913
Stokes Capital Advisors
South Carolina
$11.1M -$40.1K -139 -0.4%
BFA
1914
Bill Few Associates
Pennsylvania
$11.1M -$21K -73 -0.2%
TCM
1915
Traynor Capital Management
Pennsylvania
$11.1M -$141K -489 -1%
HGCK
1916
HPC Germany & Co KG
Germany
$11.1M
BA
1917
Birinyi Associates
Connecticut
$11.1M -$297K -1,025 -3%
SAM
1918
Selway Asset Management
$11.1M -$69.2K -240 -0.6%
MMPW
1919
Mitchell McLeod Pugh & Williams
Alabama
$11.1M +$17K +59 +0.2%
FAM
1920
Formidable Asset Management
Ohio
$11.1M -$6.32K -22 -0.1%
PS
1921
Pensionfund Sabic
Netherlands
$11.1M -$865K -3,000 -7%
UWM
1922
Udine Wealth Management
Florida
$11.1M +$626K +2,173 +6%
AWS
1923
AJ Wealth Strategies
New York
$11.1M -$118K -410 -1%
PVH
1924
Psagot Value Holdings
Israel
$11M -$8.85M -31,454 -44%
COI
1925
Connable Office Inc
Michigan
$11M -$638K -2,214 -5%