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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 %
NFG
2101
Nadler Financial Group
Illinois
$9.08M +$167K +580 +2%
STB
2102
S&T Bank
Pennsylvania
$9.08M -$349K -1,211 -4%
UL
2103
Unionview LLC
Washington
$9.08M -$336K -1,164 -4%
OHIS
2104
Oak Harvest Investment Services
Texas
$9.08M +$1.01M +3,514 +13%
LC
2105
Lakehouse Capital
Australia
$9.07M
EBT
2106
Enterprise Bank & Trust
Massachusetts
$9.04M -$222K -769 -2%
PFBT
2107
Parkside Financial Bank & Trust
Missouri
$9.04M +$337K +1,169 +4%
FPGT
2108
Financial Partners Group (Tennessee)
Tennessee
$9.03M +$59.4K +206 +0.7%
JWM
2109
Jupiter Wealth Management
Colorado
$9.03M +$776K +2,690 +9%
BCFD
2110
Boit C.F. David
$9M
FCA
2111
FinTrust Capital Advisors
South Carolina
$9M
SIA
2112
Strategic Investment Advisors
Michigan
$9M +$614K +2,131 +7%
MCCA
2113
Mill Creek Capital Advisors
Pennsylvania
$9M +$275K +955 +3%
CIM
2114
Chapman Investment Management
California
$8.99M -$329K -1,140 -4%
KHLMTHM
2115
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.98M -$2.53M -8,910 -22%
BCM
2116
Birch Capital Management
Texas
$8.98M -$144K -500 -2%
SCM
2117
Stevens Capital Management
Pennsylvania
$8.97M +$2.29M +7,949 +34%
PHIC
2118
Pine Haven Investment Counsel
Massachusetts
$8.96M +$7.21K +25 +0.1%
MRCM
2119
M&R Capital Management
New Jersey
$8.96M +$13.3K +46 +0.1%
NDSI
2120
Newman Dignan & Sheerar Inc
Rhode Island
$8.95M -$185K -640 -2%
CFFP
2121
Center for Financial Planning
Michigan
$8.93M -$106K -369 -1%
CCG
2122
Chatham Capital Group
Georgia
$8.92M -$169K -585 -2%
TPW
2123
Transatlantique Private Wealth
New York
$8.92M +$764K +2,657 +9%
TWM
2124
Tradition Wealth Management
Minnesota
$8.92M +$2.19M +7,591 +33%
LTI
2125
Laffer Tengler Investments
Tennessee
$8.92M +$351K +1,219 +4%