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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 %
CIG
2026
Consolidated Investment Group
Colorado
$9.77M
AIA
2027
AIMZ Investment Advisors
California
$9.76M -$200K -693 -2%
UCI
2028
Uncommon Cents Investing
Wisconsin
$9.76M +$138K +478 +1%
UHC
2029
Union Heritage Capital
Michigan
$9.74M -$346K -1,200 -3%
BIMC
2030
Benson Investment Management Company
Virginia
$9.74M -$981K -3,401 -9%
CWM
2031
Chronos Wealth Management
Florida
$9.73M -$65.2K -226 -0.7%
DBIA
2032
Dumont & Blake Investment Advisors
New Jersey
$9.72M -$101K -352 -1%
CCM
2033
Carderock Capital Management
Maryland
$9.71M -$116K -404 -1%
DCM
2034
Dudley Capital Management
Virginia
$9.69M +$6.05K +21 +0.1%
CWC
2035
Carolinas Wealth Consulting
North Carolina
$9.68M +$113K +1,279 +1%
PP
2036
Pegasus Partners
Wisconsin
$9.68M +$167K +578 +2%
BONH
2037
Bank of New Hampshire
New Hampshire
$9.66M -$3.01M -10,447 -24%
AP
2038
Arlington Partners
Alabama
$9.65M +$1.73M +5,985 +22%
WI
2039
Wintrust Investments
Illinois
$9.64M +$165K +574 +2%
SEEDPG
2040
S.E.E.D. Planning Group
New York
$9.6M +$311K +1,080 +3%
DTC
2041
Davidson Trust Company
Washington
$9.59M +$551K +1,911 +6%
WPIC
2042
White Pine Investment Company
Michigan
$9.58M -$222K -770 -2%
OC
2043
One01 Capital
California
$9.57M +$9.57M +33,209 New
FBT
2044
First Bank & Trust
South Dakota
$9.57M -$227K -786 -2%
BCA
2045
Bray Capital Advisors
Florida
$9.56M -$72.9K -253 -0.8%
FWP
2046
FAS Wealth Partners
Kansas
$9.56M +$892K +3,093 +10%
BC
2047
Belmont Capital
California
$9.56M +$5.14M +17,838 +116%
TIA
2048
Tiemann Investment Advisors
California
$9.56M -$8.65K -30 -0.1%
CCM
2049
Carlson Capital Management
Minnesota
$9.55M +$32.6K +113 +0.3%
SFP
2050
Sandbox Financial Partners
Maryland
$9.53M -$164K -568 -2%