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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 %
CIC
2126
Chase Investment Counsel
Virginia
$8.91M +$411K +1,426 +5%
LAIC
2127
Lederer & Associates Investment Counsel
California
$8.91M +$18.2K +63 +0.2%
EIA
2128
Eastover Investment Advisors
North Carolina
$8.9M -$202K -700 -2%
GCM
2129
Gibraltar Capital Management
Oklahoma
$8.9M +$261K +906 +3%
NAMP
2130
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.89M +$20.5K +71 +0.2%
VCM
2131
Versant Capital Management
Arizona
$8.88M +$817K +2,836 +10%
FFG
2132
Frisch Financial Group
New York
$8.87M +$179K +622 +2%
LB
2133
Leo Brokerage
Texas
$8.84M +$8.84M +30,677 New
BCCM
2134
Bridge Creek Capital Management
Massachusetts
$8.84M +$7.21K +25 +0.1%
RPWA
2135
Regent Peak Wealth Advisors
Georgia
$8.83M -$201K -698 -2%
SCM
2136
Spreng Capital Management
Ohio
$8.82M -$402K -1,393 -4%
HA
2137
Hamel Associates
New Jersey
$8.82M -$63.4K -220 -0.7%
GCS
2138
Gordian Capital (Singapore)
Singapore
$8.82M -$1.23M -4,260 -12%
WA
2139
Wealth Advisors
California
$8.81M -$518K -1,832 -6%
EWM
2140
Endurance Wealth Management
Rhode Island
$8.8M +$237K +821 +3%
BFA
2141
Buttonwood Financial Advisors
Maryland
$8.77M -$577 -2 -0%
WCM
2142
Wisconsin Capital Management
Wisconsin
$8.76M -$96.3K -334 -1%
SAM
2143
Socorro Asset Management
Texas
$8.75M
PWMG
2144
Prestige Wealth Management Group
New Jersey
$8.75M -$2.95M -10,217 -25%
WCM
2145
Windward Capital Management
California
$8.74M +$7.21K +25 +0.1%
LIM
2146
Loudon Investment Management
New Hampshire
$8.74M -$143K -495 -2%
HI
2147
Harrington Investments
California
$8.72M +$145K +503 +2%
DFA
2148
Delta Financial Advisors
Louisiana
$8.72M -$73.2K -254 -0.8%
SL
2149
Sentry LLC
Tennessee
$8.69M +$8.69M +30,156 New
PL
2150
Plancorp LLC
Missouri
$8.69M +$15.6K +54 +0.2%