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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 %
CPA
3701
Cowen Prime Advisors
New York
$2.15M -$68.1K -200 -3%
MTC
3702
Matrix Trust Company
Colorado
$2.15M +$102K +300 +5%
FWA
3703
FOCUS Wealth Advisors
Texas
$2.15M -$202K -592 -9%
ACM
3704
Ategra Capital Management
Virginia
$2.15M -$557K -1,316 -21%
CA
3705
Cortland Associates
Missouri
$2.15M +$2.72K +8 +0.1%
BSAM
3706
Blue Square Asset Management
New York
$2.14M +$1.42M +4,168 +196%
WCBA
3707
Weaver C. Barksdale & Associates
Tennessee
$2.14M -$131K -385 -6%
NA
3708
Nottingham Advisors
New York
$2.14M -$59.6K -175 -3%
EWA
3709
ERTS Wealth Advisors
Michigan
$2.13M +$6.13K +18 +0.3%
TVAMP
3710
Tennessee Valley Asset Management Partners
Tennessee
$2.13M +$1.02K +3 +0%
RCM
3711
Raleigh Capital Management
North Carolina
$2.13M -$45K -132 -2%
TA
3712
TrueWealth Advisors
Alabama
$2.13M -$45.3K -133 -2%
NA
3713
Navellier & Associates
Nevada
$2.12M +$131K +385 +7%
NL
3714
Navalign LLC
California
$2.12M -$45.3K -133 -2%
OW
3715
Olistico Wealth
Oklahoma
$2.11M -$984K -2,890 -32%
PFA
3716
Pathway Financial Advisors
Vermont
$2.11M +$681 +2 +0%
HFAS
3717
Hummer Financial Advisory Services
Illinois
$2.11M
AFG
3718
Alterity Financial Group
Maine
$2.11M -$70.2K -206 -3%
RWS
3719
Resolute Wealth Strategies
Mississippi
$2.11M -$2.72K -8 -0.1%
HWA
3720
Heartwood Wealth Advisors
Virginia
$2.1M +$332K +974 +19%
SWM
3721
Seed Wealth Management
Illinois
$2.1M
WP
3722
WealthSpring Partners
California
$2.09M +$51.8K +152 +3%
WJA
3723
Willis Johnson & Associates
Texas
$2.09M +$216K +634 +12%
TWM
3724
Triton Wealth Management
Arizona
$2.09M
FAFN
3725
First Affirmative Financial Network
Colorado
$2.08M +$264K +775 +15%