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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 %
IIM
2001
Intact Investment Management
Quebec, Canada
$10M -$1.01M -3,500 -9%
BCA
2002
Bay Colony Advisors
Massachusetts
$10M -$539K -1,896 -5%
WCA
2003
Westover Capital Advisors
Delaware
$10M +$372K +1,292 +4%
RMAM
2004
Raab & Moskowitz Asset Management
New Jersey
$9.99M -$73.5K -255 -0.7%
LI
2005
Lafayette Investments
Maryland
$9.97M -$2.02K -7 -0%
TCOO
2006
Trust Company of Oklahoma
Oklahoma
$9.95M -$31.7K -110 -0.3%
GWANC
2007
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.95M +$553K +1,917 +6%
CCM
2008
Copeland Capital Management
Pennsylvania
$9.95M +$47.3K +164 +0.5%
OIM
2009
Orca Investment Management
Oregon
$9.95M -$49.6K -172 -0.5%
SWM
2010
Soundmark Wealth Management
Washington
$9.93M -$688K -2,386 -6%
GDP
2011
Great Diamond Partners
Maine
$9.93M -$209K -725 -2%
LPIC
2012
LeJeune Puetz Investment Counsel
Michigan
$9.92M -$79.3K -275 -0.8%
HCC
2013
Hirtle Callaghan & Co
Pennsylvania
$9.92M -$871K -3,020 -8%
BFPW
2014
BOK Financial Private Wealth
Colorado
$9.89M -$171K -593 -2%
BWM
2015
BNC Wealth Management
Oregon
$9.88M -$13K -45 -0.1%
SW
2016
SlateStone Wealth
Florida
$9.86M +$1.11M +3,840 +13%
DIM
2017
Delta Investment Management
California
$9.85M +$1.41M +4,884 +17%
PP
2018
PDS Planning
Ohio
$9.85M +$2.72M +9,427 +38%
WP
2019
Westmount Partners
California
$9.81M +$407K +1,411 +4%
MFFIA
2020
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$9.81M -$908K -3,150 -8%
CWM
2021
Concentric Wealth Management
California
$9.81M +$82.7K +287 +0.9%
OPA
2022
Old Port Advisors
Maine
$9.8M -$186K -658 -2%
BO
2023
Bank OZK
Arkansas
$9.8M -$174K -604 -2%
FWC
2024
First Washington Corp
Washington
$9.78M -$1.98M -6,883 -17%
BIG
2025
Builder Investment Group
Georgia
$9.77M -$38.9K -135 -0.4%