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 %
WAM
3851
Worth Asset Management
Texas
$1.72M +$256K +752 +18%
IWA
3852
Inspirion Wealth Advisors
Illinois
$1.72M +$284K +835 +20%
MCC
3853
Malaga Cove Capital
California
$1.72M -$1.7K -5 -0.1%
TCMP
3854
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.71M +$320K +940 +23%
LFGO
3855
Legacy Financial Group (Oklahoma)
Oklahoma
$1.71M +$52.4K +154 +3%
SFC
3856
Strategic Financial Concepts
Texas
$1.71M -$51.1K -150 -3%
KCM
3857
KRS Capital Management
Michigan
$1.71M -$29.6K -87 -2%
TWM
3858
TriaGen Wealth Management
California
$1.7M +$31.7K +93 +2%
OIM
3859
Opus Investment Management
Massachusetts
$1.7M
PFA
3860
Peak Financial Advisors
Colorado
$1.7M -$783K -2,298 -32%
PG
3861
Prostatis Group
Maryland
$1.7M +$1.53M +45,315 +919%
BBPWM
3862
Blue Bell Private Wealth Management
Pennsylvania
$1.69M +$108K +318 +7%
QCM
3863
Qsemble Capital Management
New York
$1.69M -$289K -850 -15%
KDA
3864
Kraft Davis & Associates
Missouri
$1.68M +$1.68M +5,199 New
GA
3865
Greenspring Advisors
Maryland
$1.68M -$31.7K -93 -2%
DWM
3866
Dechtman Wealth Management
Colorado
$1.68M +$1.68M +4,929 New
MCM
3867
Mainstay Capital Management
Michigan
$1.68M -$13.6K -40 -0.8%
RF
3868
RHS Financial
California
$1.67M
IFA
3869
Index Fund Advisors
California
$1.67M +$50.7K +149 +3%
HSG
3870
Helen Stephens Group
Texas
$1.67M +$37.8K +111 +2%
NFG
3871
Northeast Financial Group
Pennsylvania
$1.67M -$1.1M -3,234 -40%
FWP
3872
Falcon Wealth Planning
California
$1.67M +$221K +650 +15%
CRG
3873
Cornerstone Retirement Group
Nevada
$1.67M +$1.27M +3,734 +321%
OPWM
3874
Oakwell Private Wealth Management
Texas
$1.67M +$142K +416 +9%
MWM
3875
Meritas Wealth Management
California
$1.66M +$88.5K +260 +6%