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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 %
EA
3026
Eudaimonia Advisors
Tennessee
$4.56M -$165K -484 -3%
WOC
3027
West Oak Capital
California
$4.56M -$194K -570 -4%
BCP
3028
Berkeley Capital Partners
Georgia
$4.56M -$119K -350 -3%
VCM
3029
Viewpoint Capital Management
Washington
$4.55M +$185K +544 +4%
OCM
3030
Orion Capital Management
California
$4.55M -$364K -1,070 -7%
PCA
3031
Peddock Capital Advisors
Massachusetts
$4.55M +$42.2K +124 +0.9%
PIMG
3032
Patriot Investment Management Group
Tennessee
$4.55M -$289K -850 -6%
REMPR
3033
Roof Eidam Maycock Peralta (REMP)
California
$4.55M -$327K -960 -7%
CFCI
3034
Comprehensive Financial Consultants Institutional
Indiana
$4.54M -$208K -602 -4%
SIC
3035
SFE Investment Counsel
California
$4.53M +$94.7K +278 +2%
SFP
3036
Sweet Financial Partners
Minnesota
$4.53M +$327K +961 +8%
CS
3037
Crescent Sterling
Louisiana
$4.53M -$138K -405 -3%
CWM
3038
Cabot Wealth Management
Massachusetts
$4.52M +$26.6K +78 +0.6%
FHC
3039
First Heartland Consultants
Missouri
$4.52M -$4.43K -13 -0.1%
MPIA
3040
Mountain Pacific Investment Advisers
Idaho
$4.52M +$13.6K +40 +0.3%
CFA
3041
Capstone Financial Advisors
Illinois
$4.51M -$77.6K -228 -2%
BIP
3042
Blue Investment Partners
California
$4.51M +$77K +226 +2%
QFA
3043
Quantum Financial Advisors
California
$4.51M
SCA
3044
Sandy Cove Advisors
Massachusetts
$4.49M +$860K +2,525 +24%
MPW
3045
Monterey Private Wealth
California
$4.49M -$53.5K -157 -1%
AWA
3046
Amplius Wealth Advisors
Pennsylvania
$4.48M +$78.3K +230 +2%
IRC
3047
Investors Research Corp
Georgia
$4.48M -$27.9K -82 -0.6%
IAM
3048
Innovis Asset Management
Illinois
$4.47M +$3.19M +9,374 +249%
JJBC
3049
James J. Burns & Company
New York
$4.47M +$3.75K +11 +0.1%
MTWM
3050
Masso Torrence Wealth Management
New Jersey
$4.47M -$78.7K -231 -2%