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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 %
6F
3001
626 Financial
Michigan
$4.67M -$180K -529 -4%
OP
3002
ORG Partners
Indiana
$4.67M -$808K -2,384 -15%
ACL
3003
Applied Capital LLC
Florida
$4.66M -$4.77K -14 -0.1%
BIA
3004
Benchmark Investment Advisors
Illinois
$4.65M -$177K -521 -4%
AM
3005
Atwater Malick
Pennsylvania
$4.65M +$4.33M +12,714 +1,370%
MWM
3006
Marion Wealth Management
Pennsylvania
$4.64M -$38.5K -113 -0.8%
VCM
3007
Vetamer Capital Management
California
$4.63M +$1.28M +3,758 +38%
WAC
3008
William Allan Corp
Colorado
$4.63M -$74.2K -218 -2%
NC
3009
NewSquare Capital
Pennsylvania
$4.62M +$221K +650 +5%
HCM
3010
Howard Capital Management
Georgia
$4.62M +$756K +2,221 +20%
CYG
3011
Clean Yield Group
Vermont
$4.62M +$40.9K +120 +0.9%
RTC
3012
Riverview Trust Company
Washington
$4.61M -$258K -758 -5%
VDBMI
3013
Van Den Berg Management I
Texas
$4.61M -$31K -91 -0.7%
TFM
3014
TFC Financial Management
Massachusetts
$4.6M -$59.9K -176 -1%
BI
3015
Ballast Inc
Kentucky
$4.6M +$679K +1,994 +17%
UOC
3016
UBS O'Connor
Illinois
$4.59M -$3.47M -10,187 -43%
CIA
3017
Cape Investment Advisory
Georgia
$4.59M -$471K -1,382 -9%
LF
3018
LifeSteps Financial
California
$4.59M +$61K +179 +1%
RA
3019
Rockingstone Advisors
Massachusetts
$4.59M +$88.2K +259 +2%
WC
3020
Waterloo Capital
Texas
$4.59M -$279K -818 -6%
CMANY
3021
Capital Management Associates (New York)
New York
$4.58M -$26.6K -78 -0.6%
PH
3022
Pinnacle Holdings
Oklahoma
$4.57M +$9.19K +27 +0.2%
TFA
3023
Transamerica Financial Advisors
Florida
$4.57M -$127K -374 -3%
HHAM
3024
HITE Hedge Asset Management
Massachusetts
$4.57M
GSWM
3025
Greenup Street Wealth Management
Michigan
$4.56M -$1.03M -3,032 -18%