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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 %
GA
3301
GoalVest Advisory
New York
$3.42M -$195K -573 -5%
PCH
3302
PGIM Custom Harvest
New Jersey
$3.42M -$3.19M -9,370 -48%
AWAP
3303
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.42M -$227K -666 -6%
AWMT
3304
AAFMAA Wealth Management & Trust
North Carolina
$3.41M -$704K -2,066 -17%
EIG
3305
Ellenbecker Investment Group
Wisconsin
$3.41M +$114K +334 +3%
AA
3306
Aire Advisors
California
$3.41M +$124K +363 +4%
SFM
3307
Soros Fund Management
New York
$3.41M +$3.41M +10,001 New
ZP
3308
Zimmer Partners
New York
$3.41M -$477K -1,400 -12%
FHC
3309
Forest Hill Capital
Arkansas
$3.41M
CWS
3310
Cypress Wealth Services
California
$3.4M +$424K +1,226 +14%
WWP
3311
WR Wealth Planners
Missouri
$3.4M +$824K +2,419 +32%
PSC
3312
Prentiss Smith & Co
Vermont
$3.39M +$18.4K +54 +0.5%
RPCA
3313
Running Point Capital Advisors
California
$3.39M +$38.8K +114 +1%
PHAM
3314
Palisades Hudson Asset Management
Florida
$3.39M -$681 -2 -0%
WHAM
3315
Windmill Hill Asset Management
United Kingdom
$3.38M -$1.91M -5,611 -36%
PWMG
3316
Provence Wealth Management Group
California
$3.38M -$22.8K -67 -0.7%
KAM
3317
Knightsbridge Asset Management
California
$3.38M -$3.41M -10,009 -50%
IVP
3318
Intrinsic Value Partners
Arizona
$3.36M -$85.1K -250 -2%
OAM
3319
Oak Asset Management
California
$3.35M +$45.6K +134 +1%
TCM
3320
Triumph Capital Management
Colorado
$3.35M -$449K -1,319 -12%
PWM
3321
Prentice Wealth Management
New York
$3.35M -$59.3K -174 -2%
LK
3322
Lumbard & Kellner
New Hampshire
$3.34M -$41.4K -122 -1%
ICP
3323
Interchange Capital Partners
Pennsylvania
$3.34M -$1.33M -3,919 -29%
ML
3324
Mayport LLC
Massachusetts
$3.33M
CGFA
3325
Colton Groome Financial Advisors
North Carolina
$3.33M +$471K +1,384 +16%