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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 %
SIS
3251
Sound Income Strategies
Florida
$3.57M +$173K +507 +5%
JWA
3252
JFS Wealth Advisors
Pennsylvania
$3.57M -$45.3K -133 -1%
MA
3253
MJP Associates
Connecticut
$3.56M -$33.4K -98 -0.9%
RWA
3254
Redhawk Wealth Advisors
Minnesota
$3.56M +$284K +835 +9%
EWA
3255
Etesian Wealth Advisors
Oregon
$3.55M -$30.7K -90 -0.9%
DCM
3256
Driehaus Capital Management
Illinois
$3.55M +$2.1M +6,159 +145%
CA
3257
Calton & Associates
Florida
$3.54M -$171K -502 -5%
AT
3258
Arvest Trust
Oklahoma
$3.54M +$125K +372 +4%
IF
3259
IRON Financial
Illinois
$3.54M -$28.3K -83 -0.8%
RLWM
3260
RF&L Wealth Management
Massachusetts
$3.54M
TWM
3261
TMD Wealth Management
Arizona
$3.53M +$150K +441 +4%
CIAS
3262
CFS Investment Advisory Services
New Jersey
$3.53M +$3.53M +10,375 New
LPAM
3263
Lodestar Private Asset Management
California
$3.53M +$50.7K +149 +1%
MCI
3264
MRP Capital Investments
Georgia
$3.53M -$294K -864 -8%
LWM
3265
Ledge Wealth Management
Minnesota
$3.53M -$885K -2,598 -20%
BFWA
3266
Benchmark Financial Wealth Advisors
Florida
$3.53M -$42.6K -125 -1%
CRI
3267
Colonial River Investments
Virginia
$3.53M +$452K +1,326 +15%
WWM
3268
WT Wealth Management
Arizona
$3.52M -$1.02M -2,982 -22%
FSCM
3269
Front Street Capital Management
Montana
$3.52M -$588K -1,726 -14%
SFG
3270
Sowa Financial Group
Rhode Island
$3.52M -$40.5K -119 -1%
CFG
3271
CKW Financial Group
Hawaii
$3.52M +$152K +447 +5%
FCAG
3272
First Capital Advisors Group
New Jersey
$3.51M -$166K -488 -5%
PIAS
3273
PCA Investment Advisory Services
Ohio
$3.51M -$28.6K -84 -0.8%
TCM
3274
Towercrest Capital Management
Pennsylvania
$3.51M +$257K +756 +8%
JWM
3275
Janiczek Wealth Management
Colorado
$3.51M +$59.6K +175 +2%