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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 %
CC
2826
Callan Capital
California
$5.46M +$249K +730 +5%
ACMH
2827
Andar Capital Management (HK)
Hong Kong
$5.45M -$4.09M -12,000 -43%
SAM
2828
S.A. Mason
Michigan
$5.44M
WAM
2829
Werlinich Asset Management
Connecticut
$5.44M
LC
2830
Legacy CG
Texas
$5.44M -$11.9K -35 -0.2%
GWA
2831
GGM Wealth Advisors
Maryland
$5.44M +$1.66K +5 +0%
OPWM
2832
Oxinas Partners Wealth Management
Indiana
$5.42M +$18K +53 +0.3%
CBA
2833
Coastal Bridge Advisors
Connecticut
$5.42M -$50.7K -149 -0.9%
AFG
2834
Allegheny Financial Group
Pennsylvania
$5.42M -$679K -1,994 -11%
AGP
2835
Autumn Glory Partners
Texas
$5.41M +$2.86M +8,402 +112%
APWA
2836
Atlas Private Wealth Advisors
New Jersey
$5.41M +$2.4M +7,042 +80%
AIS
2837
AM Investment Strategies
Tennessee
$5.4M +$489K +1,437 +10%
MPPW
2838
Mitchell & Pahl Private Wealth
Oklahoma
$5.39M -$50.7K -149 -0.9%
OC
2839
Optimas Capital
Hong Kong
$5.38M -$1.8M -5,288 -25%
GF
2840
Gries Financial
Ohio
$5.38M +$16.7K +49 +0.3%
HIIFS
2841
Harel Insurance Investments & Financial Services
Israel
$5.38M -$170M -506,151 -97%
GWM
2842
GSB Wealth Management
Connecticut
$5.38M +$678K +1,991 +14%
DA
2843
Dillon & Associates
Michigan
$5.37M +$588K +1,725 +12%
SDWIA
2844
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.36M -$74.9K -220 -1%
PFM
2845
Privium Fund Management
Netherlands
$5.36M -$1.01M -3,000 -16%
HCM
2846
Highview Capital Management
Illinois
$5.36M +$69.8K +205 +1%
BIM
2847
Bridgecreek Investment Management
Oklahoma
$5.35M +$34.1K +100 +0.6%
SRC
2848
Sage Rhino Capital
California
$5.34M -$78.3K -230 -1%
CCFP
2849
Charles Carroll Financial Partners
Massachusetts
$5.32M +$344K +1,010 +7%
APM
2850
Advanced Portfolio Management
New York
$5.32M +$5.32M +15,628 New