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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 %
CWA
3076
Consilium Wealth Advisory
Texas
$4.36M +$676K +1,986 +18%
ACM
3077
Aljian Capital Management
Nevada
$4.36M +$438K +1,287 +11%
VWM
3078
Vigilare Wealth Management
Arizona
$4.35M -$39.5K -116 -0.9%
CC
3079
Centiva Capital
New York
$4.35M +$4.35M +12,772 New
MWA
3080
Monograph Wealth Advisors
California
$4.35M +$3.52M +10,342 +426%
CSB
3081
City State Bank
Iowa
$4.34M -$186K -547 -4%
GPWA
3082
Great Point Wealth Advisors
Massachusetts
$4.34M -$35.1K -103 -0.8%
TCWM
3083
Total Clarity Wealth Management
Illinois
$4.33M +$116K +340 +3%
VF
3084
Virtu Financial
New York
$4.33M +$4.33M +12,725 New
DE
3085
Day & Ennis
Georgia
$4.32M +$15.7K +46 +0.4%
DI
3086
DAGCO Inc
Ohio
$4.32M -$79K -234 -2%
GWP
3087
Gateway Wealth Partners
Wisconsin
$4.31M +$701K +2,058 +19%
WPWM
3088
Western Pacific Wealth Management
Illinois
$4.31M +$58.9K +173 +1%
MTIC
3089
Missouri Trust & Investment Company
Missouri
$4.31M +$314K +923 +8%
BSSFA
3090
Baron Silver Stevens Financial Advisors
Florida
$4.3M -$138K -406 -3%
PCG
3091
Prosperity Consulting Group
Maryland
$4.3M -$186K -546 -4%
SAMC
3092
Spectrum Asset Management (California)
California
$4.28M -$286K -839 -6%
Capstone Investment Advisors
3093
Capstone Investment Advisors
New York
$4.28M -$14.5M -42,582 -77%
IF
3094
Ironwood Financial
Arizona
$4.27M -$189K -555 -4%
HFS
3095
HBC Financial Services
Washington
$4.26M -$783K -2,179 -16%
HC
3096
Hamilton Capital
Ohio
$4.26M +$43.2K +127 +1%
HI
3097
Hudock Inc
Pennsylvania
$4.25M -$53.5K -157 -1%
RIM
3098
RW Investment Management
Idaho
$4.25M -$842K -2,473 -17%
RG
3099
Richelieu Gestion
France
$4.24M -$725K -2,129 -15%
SLA
3100
Silver Lake Advisory
Utah
$4.24M -$22.8K -67 -0.5%