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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 %
PBF
3876
Petix & Botte Financial
California
$1.66M +$829K +2,434 +100%
CMA
3877
Cedar Mountain Advisors
Oregon
$1.66M +$1.36K +4 +0.1%
AWP
3878
Abacus Wealth Partners
California
$1.66M -$459K -1,349 -22%
PCI
3879
Planning Center Inc
Illinois
$1.65M +$323K +950 +24%
PA
3880
Planning Alternatives
Michigan
$1.65M -$140K -410 -8%
VAF
3881
Values Added Financial
District of Columbia
$1.65M +$1.65M +4,831 New
OLVIG
3882
Oliver Lagore Vanvalin Investment Group
Michigan
$1.64M +$330K +970 +25%
CFG
3883
CMC Financial Group
Georgia
$1.64M -$264K -776 -14%
CP
3884
Castleview Partners
Texas
$1.64M -$180K -530 -10%
FFL
3885
Financial Freedom LLC
Ohio
$1.63M +$5.45K +16 +0.3%
WAG
3886
Windsor Advisory Group
Ohio
$1.62M -$20.1K -59 -1%
CWM
3887
Cranbrook Wealth Management
Michigan
$1.62M -$41.5K -122 -3%
KI
3888
Kapitalo Investimentos
Brazil
$1.61M +$1.61M +4,734 New
AFM
3889
Armstrong Fleming & Moore
District of Columbia
$1.61M +$1.61M +4,731 New
BAM
3890
Bosun Asset Management
Illinois
$1.61M +$739K +2,169 +85%
PGF
3891
Plan Group Financial
Oklahoma
$1.61M +$1.61M +4,823 New
EAM
3892
Empirical Asset Management
Massachusetts
$1.6M -$41.2K -121 -3%
VBFP
3893
Valtinson Bruner Financial Planning
Minnesota
$1.6M +$47.3K +139 +3%
OA
3894
Operose Advisors
Wisconsin
$1.6M
TF
3895
TLWM Financial
Texas
$1.6M -$4.09K -12 -0.3%
BA
3896
Bridge Advisory
California
$1.59M +$20.4K +60 +1%
EMFAT
3897
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.59M -$111K -325 -6%
CWA
3898
Continuum Wealth Advisors
New York
$1.59M
OCA
3899
Otter Creek Advisors
Florida
$1.58M -$528K -1,550 -25%
PAG
3900
Paladin Advisory Group
Iowa
$1.58M -$15.3K -45 -1%