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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 %
BHCM
2301
Brevan Howard Capital Management
Jersey
$7.35M +$4.61M +16,000 +168%
IAS
2302
IMA Advisory Services
Colorado
$7.34M -$186K -646 -2%
WTA
2303
Washington Trust Advisors
Massachusetts
$7.33M +$39.5K +137 +0.5%
LCM
2304
Legato Capital Management
California
$7.33M -$908K -3,149 -11%
ECML
2305
Eagle Capital Management (Louisiana)
Louisiana
$7.33M -$90K -312 -1%
WWM
2306
Westwood Wealth Management
California
$7.32M -$153K -530 -2%
TWP
2307
Tempus Wealth Planning
California
$7.31M -$63.1K -219 -0.9%
ESB
2308
Essex Savings Bank
Connecticut
$7.31M -$198K -687 -3%
SFG
2309
SNS Financial Group
Minnesota
$7.31M -$858K -2,977 -11%
HHGA
2310
Halbert Hargrove Global Advisors
California
$7.3M +$316K +1,095 +5%
PFGIA
2311
Patriot Financial Group Insurance Agency
Massachusetts
$7.29M +$423K +1,468 +6%
HH
2312
HWG Holdings
Texas
$7.29M +$265K +920 +4%
ATC
2313
Adirondack Trust Company
New York
$7.28M -$13K -45 -0.2%
GCWM
2314
Graham Capital Wealth Management
District of Columbia
$7.27M +$14.4K +5 +0.2%
BCM
2315
Beck Capital Management
Texas
$7.26M +$525K +1,822 +8%
OL
2316
Optas LLC
Texas
$7.26M +$52.5K +182 +0.7%
CFMC
2317
Curbstone Financial Management Corp
New Hampshire
$7.26M -$37.5K -130 -0.5%
OCM
2318
Orleans Capital Management
Louisiana
$7.26M +$304K +1,053 +4%
WP
2319
WealthShield Partners
North Carolina
$7.24M +$224K +777 +3%
VFA
2320
Voya Financial Advisors
Connecticut
$7.24M -$938K -3,301 -11%
NB
2321
Nicolet Bankshares
Wisconsin
$7.24M +$66.1K +295 +0.9%
AIM
2322
Aurora Investment Managers
Florida
$7.23M -$355K -1,233 -5%
DJYG
2323
David J. Yvars Group
Florida
$7.23M -$774K -2,686 -10%
VBCG
2324
Valley Brook Capital Group
Pennsylvania
$7.22M -$4.33K -15 -0.1%
PCIG
2325
Partners Capital Investment Group
Massachusetts
$7.21M -$13M -45,211 -64%