MSFT icon

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 %
OCM
3601
Objective Capital Management
Ohio
$2.45M +$12.6K +37 +0.5%
LD
3602
Lipe & Dalton
New York
$2.44M -$51.1K -150 -2%
RB
3603
Richmond Brothers
Michigan
$2.44M -$219K -644 -8%
CSWM
3604
Cassady Schiller Wealth Management
Ohio
$2.43M -$70.1K -206 -3%
AA
3605
AlphaQ Advisors
Florida
$2.43M -$673K -1,976 -22%
SIC
3606
SJS Investment Consulting
Ohio
$2.43M +$50.7K +149 +2%
APA
3607
Astoria Portfolio Advisors
New York
$2.42M +$6.51K +19 +0.3%
ACMA
3608
Arbor Capital Management (Alaska)
Alaska
$2.42M -$338 -1 -0%
DA
3609
Detalus Advisors
Missouri
$2.42M +$6.81K +20 +0.3%
MWP
3610
Meridian Wealth Partners
Pennsylvania
$2.42M +$366K +1,074 +18%
EWM
3611
Elmwood Wealth Management
California
$2.41M -$106K -310 -4%
IPW
3612
IronBridge Private Wealth
Texas
$2.41M -$38.1K -112 -2%
NCM
3613
Neumann Capital Management
California
$2.41M -$386K -1,132 -14%
CCA
3614
Clearwater Capital Advisors
Illinois
$2.41M -$354K -1,040 -13%
AWP
3615
Atlas Wealth Partners
Pennsylvania
$2.41M +$2.41M +7,011 New
WW
3616
Westshore Wealth
California
$2.41M +$130K +382 +6%
SFWC
3617
Strategic Family Wealth Counselors
New Jersey
$2.41M +$27.2K +80 +1%
VIM
3618
VELA Investment Management
Ohio
$2.41M +$341 +1 +0%
JCIA
3619
Jackson Creek Investment Advisors
Colorado
$2.4M -$28.9K -85 -1%
FSC
3620
Full Sail Capital
Oklahoma
$2.4M -$14K -41 -0.6%
LA
3621
Latitude Advisors
Florida
$2.38M -$413K -1,212 -15%
GC
3622
Gruss & Co
Florida
$2.38M +$1.02M +3,000 +75%
TCM
3623
TD Capital Management
Tennessee
$2.38M -$104K -304 -4%
PFA
3624
Pettinga Financial Advisors
Indiana
$2.38M +$6.81K +20 +0.3%
PA
3625
Parkside Advisors
California
$2.37M -$159K -467 -6%