MSFT icon

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 %
CA
2426
Centerpoint Advisors
Massachusetts
$6.56M -$94.6K -328 -1%
FIM
2427
Fruth Investment Management
Texas
$6.52M -$20.8K -72 -0.3%
TA
2428
Trellis Advisors
Washington
$6.52M +$993K +3,444 +18%
CAM
2429
Costello Asset Management
Pennsylvania
$6.52M -$220K -763 -3%
HIS
2430
Horizon Investment Services
Indiana
$6.5M -$583K -2,022 -8%
AWC
2431
Abundance Wealth Counselors
Pennsylvania
$6.49M +$821K +2,847 +14%
IP
2432
Investment Partners
Ohio
$6.49M -$3.75K -13 -0.1%
WMP
2433
Wealth Management Partners
Arizona
$6.49M -$140K -487 -2%
UFG
2434
United Fire Group
Iowa
$6.49M
AO
2435
Advisor OS
Illinois
$6.49M +$550K +1,907 +9%
SSWM
2436
Sheets Smith Wealth Management
North Carolina
$6.48M -$45.3K -157 -0.7%
AFWM
2437
AMJ Financial Wealth Management
Virginia
$6.48M +$23.1K +80 +0.4%
BAM
2438
Byrne Asset Management
New Jersey
$6.46M -$237K -823 -4%
ETCM
2439
Evolutionary Tree Capital Management
Virginia
$6.45M +$62K +215 +1%
AI
2440
Aperture Investors
New York
$6.45M -$2.04M -7,080 -24%
PP
2441
Pacifica Partners
Canada
$6.44M +$342K +1,179 +6%
CPC
2442
Congress Park Capital
New York
$6.44M -$1.72M -5,964 -21%
HVP
2443
Hudson Value Partners
Florida
$6.43M +$243K +844 +4%
DR
2444
Davis Rea
Ontario, Canada
$6.43M -$3.8M -13,179 -37%
HZ
2445
Hixon Zuercher
Ohio
$6.42M -$3.34M -11,574 -34%
ICM
2446
IMS Capital Management
Oregon
$6.42M -$8.94K -31 -0.1%
MSFS
2447
Main Street Financial Solutions
Pennsylvania
$6.42M +$356K +1,235 +6%
CWG
2448
Crown Wealth Group
North Carolina
$6.41M -$274K -952 -4%
SC
2449
Slow Capital
California
$6.41M +$1.27M +4,407 +25%
SV
2450
Sturgeon Ventures
United Kingdom
$6.41M -$50.5K -175 -0.8%