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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 %
PCA
2701
Prospect Capital Advisors
California
$6.12M -$5.08M -14,925 -45%
BSI
2702
Bennett Selby Investments
Maine
$6.12M +$135K +395 +2%
ACL
2703
APEIRON Capital Ltd
Hong Kong
$6.1M +$6.1M +17,900 New
EFM
2704
Eley Financial Management
Vermont
$6.08M -$62.7K -184 -1%
CA
2705
CV Advisors
Florida
$6.08M +$101K +298 +2%
USB
2706
Union Savings Bank
Connecticut
$6.07M +$6.07M +18,073 New
SFG
2707
StrategIQ Financial Group
Indiana
$6.07M +$108K +317 +2%
SC
2708
Stolper & Co
Oklahoma
$6.05M -$2.2M -6,470 -27%
AI
2709
Accredited Investors
Minnesota
$6.05M -$703K -2,064 -10%
CIP
2710
Convergence Investment Partners
Florida
$6.04M -$170K -499 -3%
GPA
2711
Garrison Point Advisors
California
$6.03M -$237K -695 -4%
LAM
2712
Lynch Asset Management
Pennsylvania
$6.03M
AWAU
2713
Alliance Wealth Advisors (Utah)
Utah
$6.03M -$658K -1,933 -10%
ACM
2714
Avalon Capital Management
California
$6.01M
FDS
2715
Freedom Day Solutions
Texas
$6M -$54.5K -160 -0.9%
WG
2716
Watchman Group
Texas
$5.99M -$218K -639 -4%
ATIA
2717
American Trust Investment Advisors
New Hampshire
$5.99M -$14K -41 -0.2%
FDC
2718
Flight Deck Capital
California
$5.99M +$5.99M +17,600 New
PWA
2719
Phoenix Wealth Advisors
North Carolina
$5.99M -$113K -332 -2%
BPCA
2720
Bank Pictet & Cie (Asia)
Singapore
$5.98M -$1.09M -3,200 -15%
ANB
2721
Amarillo National Bank
Texas
$5.98M -$4.43K -13 -0.1%
KC
2722
Kenfarb & Co
Kentucky
$5.98M -$195K -574 -3%
CWP
2723
Core Wealth Partners
California
$5.98M +$12.3K +36 +0.2%
KS
2724
Karpas Strategies
Connecticut
$5.98M +$4.43K +13 +0.1%
WDG
2725
Wealth Dimensions Group
Ohio
$5.96M -$62K -182 -1%