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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 %
WSWA
3801
Warren Street Wealth Advisors
California
$1.84M +$223K +655 +14%
AWM
3802
Abound Wealth Management
Tennessee
$1.83M +$143K +421 +8%
CIS
3803
Continental Investors Services
Washington
$1.83M +$997K +2,947 +119%
QT
3804
Quantamental Technologies
New York
$1.83M +$764K +2,243 +72%
MAM
3805
Marotta Asset Management
Virginia
$1.83M +$1.83M +5,373 New
MWA
3806
Motive Wealth Advisors
Michigan
$1.83M +$46.7K +137 +3%
SFS
3807
Security Financial Services
Indiana
$1.83M +$405K +1,188 +28%
TC
3808
TAP Consulting
Missouri
$1.83M -$10.9K -32 -0.6%
IAG
3809
Investmark Advisory Group
Connecticut
$1.83M +$244K +718 +15%
CPP
3810
Capasso Planning Partners
South Carolina
$1.83M +$154K +453 +9%
DMBA
3811
Deseret Mutual Benefit Administrators
Utah
$1.82M -$58.2K -171 -3%
WLPWM
3812
Walled Lake Planning & Wealth Management
Illinois
$1.82M -$13.3K -39 -0.7%
OWM
3813
Orgel Wealth Management
Wisconsin
$1.82M -$8.85K -26 -0.5%
CPM
3814
Connective Portfolio Management
New York
$1.82M -$1.34M -3,945 -43%
TC
3815
Trilogy Capital
California
$1.81M +$188K +546 +12%
CWM
3816
CarsonAllaria Wealth Management
Illinois
$1.81M -$4.43K -13 -0.2%
RPA
3817
Rock Point Advisors
Vermont
$1.81M -$16.3K -48 -0.9%
TWM
3818
Tanager Wealth Management
United Kingdom
$1.81M -$25.2K -74 -1%
IA
3819
IFG Advisors
Missouri
$1.81M +$17K +50 +0.9%
CCA
3820
Cravens & Co Advisors
Tennessee
$1.81M +$20.4K +60 +1%
HP
3821
Hilltop Partners
Indiana
$1.8M +$817K +2,400 +83%
SA
3822
SRH Advisors
Kansas
$1.79M
ACP
3823
Arcus Capital Partners
Georgia
$1.79M +$4.77K +14 +0.3%
MAC
3824
Mason & Associates (California)
California
$1.79M +$105K +308 +6%
CIA
3825
Compass Ion Advisors
Pennsylvania
$1.78M -$16K -47 -0.9%