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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 %
RWMG
3201
Redwood Wealth Management Group
New Jersey
$3.77M +$36.8K +108 +1%
CC
3202
Commons Capital
Massachusetts
$3.77M +$69.8K +205 +2%
THWM
3203
Taylor Hoffman Wealth Management
Virginia
$3.77M +$19.1K +56 +0.5%
TFP
3204
Tilia Fiduciary Partners
North Carolina
$3.77M +$93.6K +275 +3%
CSC
3205
Caldwell Sutter Capital
California
$3.76M +$1.13M +3,309 +43%
CFA
3206
Cahill Financial Advisors
Minnesota
$3.76M +$14.3K +42 +0.4%
AFS
3207
Access Financial Services
Minnesota
$3.75M -$279K -819 -7%
SIM
3208
Sterling Investment Management
Arizona
$3.75M -$45.6K -134 -1%
AWM
3209
Ameliora Wealth Management
Switzerland
$3.75M -$634K -1,911 -14%
CRCM
3210
Crystal Rock Capital Management
Illinois
$3.74M +$255K +750 +7%
TA
3211
TFB Advisors
Kansas
$3.72M +$575K +1,689 +18%
KA
3212
Keene & Associates
Texas
$3.72M -$1.02M -3,009 -22%
AGAM
3213
Audent Global Asset Management
California
$3.72M -$3.26M -9,580 -47%
WWM
3214
WJ Wealth Management
Arizona
$3.72M +$2.93M +8,613 +375%
NF
3215
Nvest Financial
New Hampshire
$3.71M +$119K +350 +3%
NG
3216
Northstar Group
New York
$3.71M +$26.9K +79 +0.7%
WAM
3217
Walker Asset Management
Missouri
$3.71M +$26.9K +79 +0.7%
IAG
3218
Investment Advisory Group
Massachusetts
$3.7M +$373K +1,097 +11%
WCM
3219
WealthBridge Capital Management
Ohio
$3.7M -$568K -1,667 -13%
PWM
3220
PBMares Wealth Management
Virginia
$3.7M +$21.5K +63 +0.6%
VCM
3221
Venator Capital Management
Ontario, Canada
$3.7M -$560K -1,645 -13%
HWM
3222
Horizon Wealth Management
Illinois
$3.69M +$136K +398 +4%
BHIC
3223
Bassett Hargrove Investment Counsel
Delaware
$3.69M -$11.8K -49 -0.3%
DFG
3224
Delphi Financial Group
Delaware
$3.68M
WAM
3225
Weiss Asset Management
Massachusetts
$3.67M +$3.15M +9,262 +607%