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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 %
KWM
1976
Keebeck Wealth Management
Illinois
$10.3M -$228K -792 -2%
NCM
1977
Northside Capital Management
Oregon
$10.3M -$296K -1,027 -3%
EW
1978
Evexia Wealth
Wisconsin
$10.3M +$10.3M +32,907 New
PL
1979
Parkwood LLC
Ohio
$10.3M -$907K -3,147 -8%
NP
1980
Nilsine Partners
Colorado
$10.3M +$10.3M +35,574 New
XI
1981
XXEC Inc
Oklahoma
$10.2M -$415K -1,440 -4%
HCM
1982
Hillman Capital Management
Maryland
$10.2M -$49.6K -172 -0.5%
HH
1983
Hilltop Holdings
Texas
$10.2M -$1.49M -5,158 -13%
WPW
1984
Warther Private Wealth
Ohio
$10.2M -$62.3K -216 -0.6%
MPCL
1985
My Personal CFO LLC
Washington
$10.2M +$3.17M +10,982 +45%
AWM
1986
Aries Wealth Management
Maine
$10.1M -$111K -384 -1%
BBNA
1987
Bremer Bank National Association
Minnesota
$10.1M -$647K -2,244 -6%
BFC
1988
Bedel Financial Consulting
Indiana
$10.1M +$7.21K +25 +0.1%
EWA
1989
EverSource Wealth Advisors
Alabama
$10.1M +$605K +2,100 +6%
GCGDR
1990
Genoa Capital Gestora de Recursos
$10.1M -$4.09M -14,172 -29%
SQA
1991
Simon Quick Advisors
New Jersey
$10.1M +$1.8M +6,239 +22%
NWM
1992
NEIRG Wealth Management
Massachusetts
$10.1M -$85.6K -297 -0.8%
BCM
1993
Bornite Capital Management
New York
$10.1M -$25.9M -90,000 -72%
SDJVC
1994
St. Denis J. Villere & Co
Louisiana
$10.1M +$55.9K +194 +0.6%
CNBTD
1995
Citizens National Bank Trust Department
Mississippi
$10.1M -$333K -1,155 -3%
PVI
1996
Pine Valley Investments
New Jersey
$10.1M +$10.1M +40,145 New
NPT
1997
Nixon Peabody Trust
Massachusetts
$10.1M +$324K +1,125 +3%
AAMA
1998
Advanced Asset Management Advisors
Ohio
$10.1M +$5.77K +20 +0.1%
NAS
1999
Nicolet Advisory Services
Wisconsin
$10M +$3.31M +11,335 +49%
CA
2000
Cornerstone Advisory
Maryland
$10M +$161K +557 +2%