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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 %
DCM
3401
Delta Capital Management
New Jersey
$3.08M -$23.8K -70 -0.8%
TIM
3402
Tortoise Investment Management
New York
$3.08M -$69.8K -205 -2%
GA
3403
Goldstein Advisors
Wisconsin
$3.08M -$36.8K -108 -1%
SWMP
3404
Signature Wealth Management Partners
New Jersey
$3.07M -$275K -809 -8%
WFA
3405
Wellspring Financial Advisors
Ohio
$3.07M +$91.6K +269 +3%
Voloridge Investment Management
3406
Voloridge Investment Management
Florida
$3.06M +$3.06M +8,999 New
KTM
3407
Keeler Thomas Management
Utah
$3.06M -$299K -879 -9%
BWM
3408
BlackDiamond Wealth Management
New York
$3.05M +$165K +471 +6%
3IP
3409
3Chopt Investment Partners
Virginia
$3.05M +$89.2K +262 +3%
MIM
3410
Merrion Investment Management
New Jersey
$3.05M -$20.4K -60 -0.7%
JWM
3411
Jessup Wealth Management
Ohio
$3.05M -$57.5K -169 -2%
LFA
3412
LGT Financial Advisors
Texas
$3.04M +$831K +2,439 +38%
EHWM
3413
Eads & Heald Wealth Management
Georgia
$3.04M -$244K -715 -7%
HFM
3414
Hartford Funds Management
Pennsylvania
$3.04M +$275K +808 +10%
WKSWA
3415
White Knight Strategic Wealth Advisors
New Jersey
$3.04M -$339K -995 -10%
TT
3416
TI-Trust
Illinois
$3.03M -$49.4K -145 -2%
WA
3417
WP Advisors
California
$3.03M +$68.8K +202 +2%
BW
3418
BIP Wealth
Georgia
$3.02M -$134K -394 -4%
EFG
3419
Ethos Financial Group
Pennsylvania
$3.02M
GSIS
3420
Global Strategic Investment Solutions
Arizona
$3.02M +$149K +439 +5%
HPM
3421
Hoxton Planning & Management
West Virginia
$3.02M -$87.9K -258 -3%
ICM
3422
Islay Capital Management
Texas
$3.02M +$24.2K +71 +0.8%
LFA
3423
Landmark Financial Advisors
Kentucky
$3.02M -$51.1K -150 -2%
RWI
3424
Red Wave Investments
Pennsylvania
$3.01M +$11.9K +35 +0.4%
VWA
3425
VERITY Wealth Advisors
United States
$3.01M -$11.6K -34 -0.4%