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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 %
OPW
2076
Oxler Private Wealth
New York
$9.3M +$53.3K +185 +0.6%
SFP
2077
Shepherd Financial Partners
Massachusetts
$9.3M -$537K -1,863 -5%
SFG
2078
Summit Financial Group
West Virginia
$9.29M -$361K -1,253 -4%
WA
2079
WealthTrust Axiom
Pennsylvania
$9.28M +$317K +1,100 +4%
BFO
2080
Biltmore Family Office
North Carolina
$9.25M -$2.51M -8,710 -21%
MCM
2081
Manchester Capital Management
Vermont
$9.22M +$1.79M +6,223 +24%
CI
2082
Carroll Investors
South Carolina
$9.22M +$272K +945 +3%
FPTW
2083
Franklin, Parlapiano, Turner & Welch
Texas
$9.21M +$60.5K +210 +0.7%
RBFC
2084
Roman Butler Fullerton & Co
Missouri
$9.2M +$1.71M +6,195 +23%
ARC
2085
Advisor Resource Council
Texas
$9.19M +$3.24M +11,466 +55%
OC
2086
Oarsman Capital
Wisconsin
$9.18M +$223K +773 +2%
LA
2087
LVW Advisors
New York
$9.17M +$16.4K +57 +0.2%
FRA
2088
Front Row Advisors
California
$9.17M -$121K -420 -1%
CA
2089
Cambridge Advisors
Nebraska
$9.15M -$58.8K -204 -0.6%
SFA
2090
Souders Financial Advisors
Ohio
$9.15M -$3.75K -13 -0%
TA
2091
TFG Advisers
Michigan
$9.14M +$6.34K +22 +0.1%
CWM
2092
Chesapeake Wealth Management
Virginia
$9.14M -$78.1K -271 -0.8%
LC
2093
Lavaca Capital
Texas
$9.12M +$454K +1,695 +5%
CT
2094
Columbia Trust
Oregon
$9.12M -$842K -2,920 -8%
SXL
2095
Summit X LLC
Missouri
$9.11M +$16.4K +57 +0.2%
EAM
2096
Evanson Asset Management
California
$9.1M +$690K +2,393 +8%
MFG
2097
MidWestOne Financial Group
Iowa
$9.09M -$266K -922 -3%
EFMC
2098
Empire Financial Management Company
New York
$9.09M +$9.09M +31,535 New
MA
2099
MCF Advisors
Kentucky
$9.09M +$358K +1,242 +4%
AWM
2100
Affinity Wealth Management
Delaware
$9.09M +$114K +395 +1%