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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 %
BIM
1926
Baldwin Investment Management
Pennsylvania
$11M -$54.5K -189 -0.5%
IGWM
1927
ICA Group Wealth Management
Colorado
$11M +$162K +562 +1%
MPIM
1928
McGinn Penninger Investment Management
Virginia
$11M -$634K -2,198 -5%
MYIA
1929
Mount Yale Investment Advisors
Colorado
$11M -$820K -2,846 -7%
TIMH
1930
Tilt Investment Management Holdings
New York
$11M +$1.4M +5,051 +15%
TPA
1931
Trivium Point Advisory
Connecticut
$11M +$355K +1,233 +3%
FPGK
1932
Financial Partners Group (Kansas)
Kansas
$11M -$5.77K -20 -0.1%
PTP
1933
Platform Technology Partners
New York
$10.9M -$148K -514 -1%
BFG
1934
Berger Financial Group
Minnesota
$10.9M -$67.8K -235 -0.6%
VBFG
1935
Vishria Bird Financial Group
Tennessee
$10.9M -$53.1K -184 -0.5%
FPFS
1936
First Personal Financial Services
North Carolina
$10.9M +$93.4K +324 +0.9%
KNW
1937
Kesler Norman & Wride
Utah
$10.9M +$139K +482 +1%
SIG
1938
Sargent Investment Group
Maryland
$10.9M -$148K -514 -1%
SHA
1939
Seneca House Advisors
Virginia
$10.8M -$794K -2,753 -7%
SW
1940
Solidarity Wealth
Utah
$10.8M +$10.8M +37,602 New
CD
1941
Chapin Davis
Maryland
$10.8M +$258K +896 +2%
TNBTD
1942
Trustmark National Bank Trust Department
Mississippi
$10.8M -$9.8K -34 -0.1%
FNWM
1943
Financial Network Wealth Management
Utah
$10.8M -$62.3K -216 -0.6%
4WM
1944
44 Wealth Management
Oregon
$10.8M +$140K +484 +1%
AFM
1945
Abbot Financial Management
Massachusetts
$10.8M -$268K -931 -2%
UCMOK
1946
United Capital Management of KS
Kansas
$10.8M +$879K +3,050 +9%
SCP
1947
Shorepoint Capital Partners
Massachusetts
$10.7M -$665K -2,307 -6%
CMG
1948
Cavalry Management Group
California
$10.7M +$10.7M +37,242 New
PAM
1949
Pegasus Asset Management
New York
$10.7M -$263K -911 -2%
LBC
1950
Lawrence B. Cohen
$10.7M -$874K -3,030 -8%