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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 %
PWM
3276
Pinnacle Wealth Management
California
$3.51M +$3.51M +10,302 New
AWA
3277
Aletheian Wealth Advisors
Washington
$3.5M +$529K +1,553 +18%
PIA
3278
Pinion Investment Advisors
Kansas
$3.5M +$757K +2,223 +28%
MGAM
3279
McGowan Group Asset Management
Texas
$3.49M -$67.4K -198 -2%
RSA
3280
River Street Advisors
Illinois
$3.49M -$242K -710 -6%
SCP
3281
Syntal Capital Partners
Texas
$3.49M +$1.13M +3,319 +48%
TFGT
3282
TS Financial Group (TSFG)
Illinois
$3.49M -$25.5K -75 -0.7%
SAM
3283
Satovsky Asset Management
New York
$3.48M -$57.2K -168 -2%
WPA
3284
West Paces Advisors
Georgia
$3.48M -$370K -1,086 -10%
CSWG
3285
Cardinal Strategic Wealth Guidance
Kentucky
$3.46M +$33.9K +100 +1%
SWMG
3286
Signature Wealth Management Group
Georgia
$3.46M -$667K -1,960 -16%
FC
3287
Financial Council
Maryland
$3.46M -$44.6K -131 -1%
LBWM
3288
Left Brain Wealth Management
Illinois
$3.46M +$587K +1,725 +20%
AAP
3289
Arax Advisory Partners
Colorado
$3.45M +$134K +394 +4%
NJBEST
3290
New Jersey Better Educational Savings Trust
New Jersey
$3.45M
CGA
3291
Channing Global Advisors
Florida
$3.45M -$43.2K -127 -1%
CPA
3292
Capital Performance Advisors
California
$3.44M -$1.02K -3 -0%
SC
3293
Sonen Capital
California
$3.44M
MA
3294
Mezzasalma Advisors
New Jersey
$3.44M +$52.4K +154 +2%
AGA
3295
Accuvest Global Advisors
Utah
$3.44M +$116K +341 +3%
ECA
3296
Elevated Capital Advisors
Utah
$3.44M +$113K +331 +3%
CG
3297
Cynosure Group
Utah
$3.43M +$3.43M +10,075 New
EWS
3298
Evergreen Wealth Solutions
Pennsylvania
$3.43M -$261K -767 -7%
LC
3299
Landaas & Company
Wisconsin
$3.43M +$215K +631 +7%
TC
3300
Truvestments Capital
Florida
$3.42M +$54.5K +160 +2%