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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 %
DG
3426
DMC Group
Alabama
$3.01M -$136K -398 -4%
FFG
3427
Fortem Financial Group
California
$3M +$30K +88 +1%
TFO
3428
Tarbox Family Office
California
$3M -$59.9K -176 -2%
TI
3429
TTP Investments
California
$3M -$31K -91 -1%
CC
3430
Copperleaf Capital
North Carolina
$3M -$672K -1,973 -18%
NFAM
3431
North Fourth Asset Management
New Jersey
$3M -$11.3M -33,300 -79%
NFA
3432
Northern Financial Advisors
Michigan
$2.99M -$40.9K -120 -1%
MFG
3433
Midwest Financial Group
Kansas
$2.99M -$38.5K -113 -1%
BCMLT
3434
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.98M +$400K +1,175 +15%
B
3435
Bridgeworth
Alabama
$2.98M -$28.9K -85 -1%
WWM
3436
Wagner Wealth Management
South Carolina
$2.98M -$1.02K -3 -0%
DLG
3437
Daniel L. Goodwin
$2.97M -$23.5K -69 -0.8%
RFA
3438
Register Financial Advisors
Georgia
$2.97M -$407K -1,196 -12%
WPA
3439
Winning Points Advisors
Florida
$2.97M -$4.98M -13,253 -63%
AR
3440
Apeiron RIA
Texas
$2.97M -$49K -144 -2%
EDRIA
3441
Edmonds Duncan Registered Investment Advisors
Kansas
$2.97M +$17K +50 +0.6%
EWM
3442
Evergreen Wealth Management
Michigan
$2.95M -$145K -425 -5%
SCM
3443
Sterneck Capital Management
Missouri
$2.95M -$35.4K -104 -1%
GPA
3444
Guerra Pan Advisors
New Jersey
$2.95M +$21.1K +62 +0.7%
GAM
3445
Gould Asset Management
California
$2.95M -$6.81K -20 -0.2%
KFA
3446
Kapstone Financial Advisors
Ohio
$2.95M +$2.35K +7 +0.1%
CWA
3447
Clarity Wealth Advisors
California
$2.94M +$281K +825 +11%
TA
3448
Townsend & Associates
Colorado
$2.94M +$137K +390 +5%
BWM
3449
Baron Wealth Management
Michigan
$2.94M -$130K -381 -4%
TSWM
3450
Tyler-Stone Wealth Management
Ohio
$2.94M +$2.94M +8,635 New