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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 %
WIM
2901
WealthPlan Investment Management
Nebraska
$5.09M -$1.99M -5,831 -28%
FIM
2902
Freedom Investment Management
Connecticut
$5.09M +$162K +475 +3%
SIC
2903
Shoker Investment Counsel
Ohio
$5.08M -$17.4K -51 -0.3%
TBNY
2904
Trustco Bank (New York)
New York
$5.08M +$55.8K +164 +1%
HIC
2905
Harvey Investment Company
Kentucky
$5.08M +$47K +138 +0.9%
SFG
2906
Sovereign Financial Group
Connecticut
$5.07M +$766K +2,250 +18%
GTAM
2907
Global Trust Asset Management
Florida
$5.07M +$22.8K +67 +0.5%
SI
2908
Saxon Interests
Texas
$5.06M +$44.3K +130 +0.9%
CMS
2909
Capital Market Strategies
Florida
$5.06M -$2.04K -6 -0%
GWM
2910
Graybill Wealth Management
Illinois
$5.06M -$125K -366 -2%
WWC
2911
Waypoint Wealth Counsel
Georgia
$5.06M -$604K -1,774 -11%
AFAS
2912
Acorn Financial Advisory Services
Virginia
$5.06M -$71.2K -209 -1%
WHCI
2913
W.H. Cornerstone Investments
Massachusetts
$5.06M -$79.7K -234 -2%
PCMC
2914
Private Capital Management (Colorado)
Colorado
$5.05M +$12.9K +38 +0.3%
RLIM
2915
Red Lighthouse Investment Management
New York
$5.05M
NF
2916
Nikulski Financial
Iowa
$5.05M +$10.2K +30 +0.2%
SAM
2917
Summit Asset Management
Tennessee
$5.04M +$3.75K +11 +0.1%
DL
2918
DOHJ LLC
Washington
$5.03M -$1.17M -3,421 -19%
AA
2919
Addison Advisors
Vermont
$5.03M -$102K -300 -2%
HC
2920
Hourglass Capital
Texas
$5.03M -$42.6K -125 -0.8%
AWM
2921
Aberdeen Wealth Management
Illinois
$5.02M +$25.9K +76 +0.5%
BDFN
2922
Bond & Devick Financial Network
Minnesota
$5.02M +$16.3K +48 +0.3%
WAL
2923
W Advisors LLC
Tennessee
$5.02M -$5.79K -17 -0.1%
JWM
2924
Jeppson Wealth Management
California
$5.02M -$211K -621 -4%
DOA
2925
D'Orazio & Associates
Virginia
$5.02M +$446K +1,311 +10%