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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 %
FAM
3151
Forte Asset Management
New York
$4.02M
BIA
3152
Bigelow Investment Advisors
Maine
$4.01M +$37.8K +111 +1%
SDH
3153
Sloy Dahl & Holst
Washington
$4.01M +$482K +1,414 +14%
LWMG
3154
Levy Wealth Management Group
Pennsylvania
$4M -$163K -478 -4%
AWM
3155
Aprio Wealth Management
Georgia
$4M -$358K -1,052 -8%
TNAM
3156
Terra Nova Asset Management
New York
$4M +$12.3K +36 +0.3%
PFC
3157
Phocas Financial Corp
California
$3.99M +$206K +605 +5%
FB
3158
First Bancorp
Maine
$3.99M -$162K -476 -4%
CAM
3159
Cacti Asset Management
Georgia
$3.99M -$11.9K -35 -0.3%
SRAM
3160
Spouting Rock Asset Management
Pennsylvania
$3.98M -$1.25M -3,674 -24%
OL
3161
Owen LaRue
Kentucky
$3.98M +$1.6M +4,722 +67%
CL
3162
CIM LLC
New York
$3.98M -$755K -2,218 -16%
SMA
3163
Seven Mile Advisory
New Jersey
$3.98M +$3.98M +11,677 New
IFS
3164
Ifrah Financial Services
Arkansas
$3.97M -$34.7K -102 -0.9%
RVPG
3165
Relative Value Partners Group
$3.97M -$1.08M -3,158 -21%
EGA
3166
E&G Advisors
Texas
$3.96M -$43.2K -127 -1%
MS
3167
Madden Securities
Texas
$3.95M -$186K -547 -5%
AIA
3168
Affinity Investment Advisors
California
$3.94M -$2.16M -6,329 -35%
GCM
3169
Gables Capital Management
Florida
$3.94M -$76.6K -225 -2%
D
3170
Diversified
Delaware
$3.92M -$43.6K -128 -1%
NRI
3171
NFP Retirement Inc
California
$3.9M +$244K +716 +7%
PWSG
3172
Pacific Wealth Strategies Group
California
$3.89M +$681 +2 +0%
1WM
3173
1900 Wealth Management
Texas
$3.89M +$335K +983 +9%
SIA
3174
Schear Investment Advisers
Ohio
$3.89M +$202K +593 +5%
KCM
3175
KLK Capital Management
California
$3.89M -$213K -626 -5%