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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 %
CWM
2976
Chemistry Wealth Management
New York
$4.78M +$102K +300 +2%
LRWA
2977
Long Run Wealth Advisors
New York
$4.76M -$276K -810 -5%
FMN
2978
Financial Management Network
California
$4.76M -$98.4K -291 -2%
AC
2979
Addison Capital
Pennsylvania
$4.76M +$34.1K +100 +0.7%
MSWM
2980
McGlone Suttner Wealth Management
Wisconsin
$4.76M +$18.7K +55 +0.4%
GITFIT
2981
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.75M -$646K -1,897 -12%
SJIM
2982
St. Johns Investment Management
Florida
$4.75M -$20.8K -61 -0.4%
AMIM
2983
Aull & Monroe Investment Management
Alabama
$4.75M
TMWM
2984
Taylor & Morgan Wealth Management
Michigan
$4.75M -$70.2K -206 -1%
W
2985
Wealthquest
Ohio
$4.75M -$34.4K -101 -0.7%
NRWA
2986
North Ridge Wealth Advisors
Oregon
$4.75M -$1.04M -3,057 -18%
SC
2987
Sierra Capital
Florida
$4.75M -$132K -389 -3%
EFH
2988
Eaton Financial Holdings
Florida
$4.74M -$462K -1,357 -9%
RA
2989
Rational Advisors
New York
$4.73M +$236K +692 +5%
OCM
2990
Orser Capital Management
Texas
$4.72M -$95.4K -280 -2%
IWS
2991
Insight Wealth Strategies
California
$4.71M -$151K -443 -3%
PPWM
2992
Paragon Private Wealth Management
Kentucky
$4.7M +$47.7K +140 +1%
ABLA
2993
Alan B. Lancz & Associates
Ohio
$4.69M -$12.6K -37 -0.3%
PCM
2994
Palouse Capital Management
Washington
$4.69M -$418K -1,226 -8%
SI
2995
Symmetry Investments
Jersey
$4.69M +$3.56M +10,459 +317%
SWA
2996
Sutton Wealth Advisors
Florida
$4.68M +$263K +771 +6%
PWA
2997
Physician Wealth Advisors
Utah
$4.68M +$4.39K +13 +0.1%
GAM
2998
Gemmer Asset Management
California
$4.68M +$129K +378 +3%
SC
2999
Seldon Capital
California
$4.67M +$1.18M +3,474 +34%
KIG
3000
Kessler Investment Group
Indiana
$4.67M +$131K +386 +3%