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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 %
APW
3376
Acima Private Wealth
Virginia
$3.18M
CWM
3377
Concentrum Wealth Management
California
$3.18M +$91.3K +268 +3%
IA
3378
IAM Advisory
Pennsylvania
$3.16M +$95.4K +280 +3%
OFW
3379
Omnia Family Wealth
Florida
$3.15M -$13.6K -40 -0.4%
CCA
3380
Column Capital Advisors
Indiana
$3.15M +$354K +1,039 +13%
GAMC
3381
Garner Asset Management Corp
Texas
$3.15M -$540K -1,587 -15%
PW
3382
Peninsula Wealth
California
$3.14M +$62.7K +184 +2%
IWP
3383
Invenio Wealth Partners
Florida
$3.14M +$3.14M +9,225 New
WRPWM
3384
Werba Rubin Papier Wealth Management
California
$3.14M +$355K +1,042 +13%
KOMWMG
3385
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.14M -$152K -447 -5%
MWM
3386
Massachusetts Wealth Management
Massachusetts
$3.13M +$42.6K +125 +1%
ITIM
3387
Indiana Trust & Investment Management
Indiana
$3.13M -$38.5K -113 -1%
WIM
3388
Waycross Investment Management
Washington
$3.12M -$25.2K -74 -0.8%
GWI
3389
Grace & White Inc
New York
$3.12M
KAM
3390
Karani Asset Management
New York
$3.11M +$183K +536 +6%
GC
3391
Guidance Capital
Kentucky
$3.11M +$3.11M +9,698 New
TCPWM
3392
Traverso Chambers Private Wealth Management
California
$3.11M -$10.6K -31 -0.3%
CCM
3393
Conway Capital Management
California
$3.1M +$47.7K +140 +2%
CCB
3394
Cutter & Co Brokerage
Missouri
$3.1M +$20.1K +59 +0.7%
ECAM
3395
East Coast Asset Management
Massachusetts
$3.1M -$152K -445 -5%
IWA
3396
Intercontinental Wealth Advisors
Texas
$3.09M -$822K -2,415 -21%
IAIM
3397
Industrial Alliance Investment Management
Quebec, Canada
$3.09M -$299M -876,723 -99%
GJIA
3398
Glass Jacobson Investment Advisors
Maryland
$3.08M +$3.08M +9,050 New
LB
3399
Legacy Bridge
Iowa
$3.08M +$97.1K +285 +3%
PCM
3400
Pointe Capital Management
Michigan
$3.08M -$40.5K -119 -1%