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Microsoft

4,777 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,768 increasing their positions, 2,478 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,777
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.34%
Holding in Top 10
2,668
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.08%
New
217
Increased
1,768
Reduced
2,478
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M
Name Holding Trade Value Shares
Change
Shares
Change %
GAAM
2476
Guinness Atkinson Asset Management
California
$7.55M -$240K -705 -3%
AF
2477
Apexium Financial
Texas
$7.54M +$128K +375 +2%
RWP
2478
Revolve Wealth Partners
New Jersey
$7.53M +$314K +921 +4%
KIA
2479
Knollwood Investment Advisory
Maryland
$7.52M
BAM
2480
Byrne Asset Management
New Jersey
$7.52M -$105K -308 -1%
BDS
2481
Banco de Sabadell
Florida
$7.51M -$336K -987 -4%
CRWM
2482
Castle Rock Wealth Management
California
$7.51M +$52.8K +156 +0.7%
IP
2483
Investment Partners
Ohio
$7.51M -$157K -460 -2%
GC
2484
Globeflex Capital
California
$7.51M +$939K +2,756 +14%
CA
2485
CGN Advisors
Kansas
$7.49M -$586K -1,721 -7%
MUAMU
2486
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.49M +$2.72M +8,000 +57%
WAOTB
2487
Wealth Advisors of Tampa Bay
Florida
$7.49M -$287K -842 -4%
MVA
2488
Mount Vernon Associates
Maryland
$7.49M -$51.1K -150 -0.7%
VLC
2489
Van Leeuwen & Company
New Jersey
$7.49M -$442K -1,308 -6%
HHGA
2490
Halbert Hargrove Global Advisors
California
$7.48M -$1.15M -3,372 -13%
SA
2491
Scarborough Advisors
Maryland
$7.47M +$91.6K +269 +1%
SN
2492
Sittner & Nelson
Oregon
$7.45M -$81.1K -238 -1%
SIAG
2493
Signet Investment Advisory Group
Rhode Island
$7.45M -$645K -1,894 -8%
CGA
2494
Crescent Grove Advisors
Illinois
$7.42M -$89.9K -264 -1%
FWM
2495
Forefront Wealth Management
Pennsylvania
$7.42M -$37.5K -110 -0.5%
KL
2496
KWMG LLC
Kansas
$7.4M +$27.9K +82 +0.4%
BWA
2497
Bordeaux Wealth Advisors
California
$7.4M +$1.5M +4,391 +25%
BEC
2498
Blue Edge Capital
Virginia
$7.39M +$104K +306 +1%
RCG
2499
Regatta Capital Group
California
$7.37M -$145K -427 -2%
BWG
2500
Beta Wealth Group
California
$7.36M -$589K -1,730 -7%