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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 %
ACG
2751
Allen Capital Group
Nebraska
$5.83M -$909K -2,669 -13%
AA
2752
Advisory Alpha
Michigan
$5.83M +$803K +2,358 +16%
AIA
2753
Alera Investment Advisors
Illinois
$5.82M +$120K +351 +2%
CF
2754
Concorde Financial
Texas
$5.81M -$837K -2,458 -13%
1W
2755
1776 Wealth
Georgia
$5.81M +$783K +2,299 +16%
RAM
2756
Riggs Asset Management
Pennsylvania
$5.81M +$696K +2,043 +14%
SFS
2757
Strategic Financial Services
New York
$5.8M -$27.7K -86 -0.5%
EL
2758
Essex LLC
Illinois
$5.8M -$175K -513 -3%
LWM
2759
Liberty Wealth Management
California
$5.8M -$848K -2,490 -13%
MFS
2760
Monetta Financial Services
Illinois
$5.79M
WFS
2761
Widmann Financial Services
Maryland
$5.79M -$121K -356 -2%
WAS
2762
Wealth Advisory Solutions
Indiana
$5.78M +$3.17M +17,828 +121%
SW
2763
SkyOak Wealth
Michigan
$5.78M +$188K +553 +3%
AA
2764
Apriem Advisors
California
$5.78M -$32K -94 -0.6%
WFI
2765
West Family Investments
California
$5.78M +$234K +688 +4%
ABP
2766
Arthur B. Page
$5.76M -$349K -1,026 -6%
OHWP
2767
Oak Harbor Wealth Partners
North Carolina
$5.76M -$60.3K -177 -1%
LA
2768
LexAurum Advisors
Kansas
$5.76M +$516K +1,514 +10%
RS
2769
Retirement Solution
Washington
$5.76M -$266K -782 -4%
SOS
2770
Silver Oak Securities
Tennessee
$5.75M +$516K +1,515 +10%
IGWM
2771
ICA Group Wealth Management
Colorado
$5.75M -$7.28M -21,373 -56%
AWM
2772
Accurate Wealth Management
Florida
$5.74M +$185K +537 +3%
IW
2773
Imprint Wealth
South Carolina
$5.74M -$393K -1,164 -6%
PK
2774
Pflug Koory
Nebraska
$5.74M -$37.5K -110 -0.6%
AP
2775
Adero Partners
California
$5.73M +$148K +435 +3%