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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 %
SJL
2801
Shayne & Jacobs LLC
Tennessee
$5.57M
QPWM
2802
Quadrant Private Wealth Management
Pennsylvania
$5.56M -$175K -513 -3%
ML
2803
McAdam LLC
Pennsylvania
$5.56M +$269K +790 +5%
CW
2804
Channel Wealth
California
$5.56M +$72.2K +212 +1%
LAI
2805
Legal Advantage Investments
California
$5.55M
BCM
2806
Brookmont Capital Management
Texas
$5.53M -$49.7K -146 -0.9%
TPM
2807
Triasima Portfolio Management
Quebec, Canada
$5.53M -$586K -1,300 -10%
NCM
2808
NCM Capital Management
New Jersey
$5.53M +$23.5K +69 +0.4%
JDR
2809
Jay D. Rosenbaum
$5.53M -$41.9K -123 -0.8%
IBOK
2810
Independence Bank of Kentucky
Kentucky
$5.53M +$115K +338 +2%
CG
2811
Castellan Group
Kentucky
$5.52M -$381K -1,119 -6%
GIM
2812
Guardian Investment Management
California
$5.51M -$2.7M -7,930 -33%
IAMOG
2813
Investors Asset Management of Georgia
Georgia
$5.51M -$20.1K -59 -0.4%
TCM
2814
Tradewinds Capital Management
Washington
$5.5M -$289K -849 -5%
CCM
2815
Chickasaw Capital Management
Tennessee
$5.5M
WIC
2816
WealthBridge Investment Counsel
Alberta, Canada
$5.5M +$91.9K +270 +2%
FFA
2817
Fortune Financial Advisors
Kansas
$5.5M +$5.5M +16,143 New
FAP
2818
Financial Advisory Partners
Florida
$5.5M -$23.8K -70 -0.4%
AIM
2819
Acropolis Investment Management
Missouri
$5.49M +$137K +401 +3%
SWM
2820
Sugarloaf Wealth Management
Georgia
$5.49M -$156K -458 -3%
PSFG
2821
Prairie Sky Financial Group
Illinois
$5.48M +$5.48M +16,091 New
FFM
2822
FengHe Fund Management
Singapore
$5.47M +$5.47M +16,070 New
FDS
2823
First Dallas Securities
Texas
$5.47M +$146K +428 +3%
FWM
2824
Forza Wealth Management
Florida
$5.47M -$173K -508 -3%
FNBOSM
2825
First National Bank of South Miami
Florida
$5.46M -$168K -492 -3%