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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 %
NRW
3901
Nova R Wealth
Kansas
$1.58M -$748K -2,196 -32%
SC
3902
Stephens Consulting
Michigan
$1.58M -$25.5K -75 -2%
PFMU
3903
Privium Fund Management (UK)
United Kingdom
$1.57M -$1.69M -5,050 -52%
FA
3904
Fountainhead AM
New Jersey
$1.57M -$30K -88 -2%
POIA
3905
Pin Oak Investment Advisors
Texas
$1.57M -$33.7K -99 -2%
SWM
3906
Selective Wealth Management
Virginia
$1.57M +$1.57M +4,730 New
MWC
3907
MBM Wealth Consultants
Missouri
$1.56M +$45.5K +135 +3%
EP
3908
Essential Planning
New Hampshire
$1.56M +$129K +380 +9%
SHWM
3909
Silicon Hills Wealth Management
Texas
$1.56M +$78.3K +230 +5%
CWM
3910
Cedar Wealth Management
California
$1.56M -$512K -1,504 -25%
VIM
3911
Vista Investment Management
Pennsylvania
$1.56M -$72.9K -214 -4%
PWS
3912
Paragon Wealth Strategies
Florida
$1.56M +$134K +393 +9%
FCG
3913
Financial Connections Group
California
$1.55M +$668K +1,961 +76%
PFG
3914
PAX Financial Group
Texas
$1.55M -$6.13K -18 -0.4%
PFM
3915
Peak Financial Management
Massachusetts
$1.54M -$12.3K -36 -0.8%
LSA
3916
Lansing Street Advisors
Pennsylvania
$1.54M +$2.72K +8 +0.2%
RA
3917
Rodgers & Associates
Pennsylvania
$1.53M -$48.4K -142 -3%
AWMG
3918
Alliance Wealth Management Group
New Jersey
$1.53M +$36.4K +107 +2%
BAM
3919
Bayshore Asset Management
Florida
$1.53M
FMP
3920
Financial Management Professionals
Texas
$1.53M -$92.6K -272 -6%
CFM
3921
Capricorn Fund Managers
United Kingdom
$1.53M -$7.7M -22,607 -83%
SSG
3922
Summit Securities Group
New York
$1.53M -$24.6M -72,220 -94%
CSIA
3923
Charles Schwab Investment Advisory
California
$1.53M +$460K +1,351 +43%
AFA
3924
Arlington Financial Advisors
California
$1.52M -$42.2K -124 -3%
EWP
3925
Engrave Wealth Partners
Texas
$1.52M -$35.1K -103 -2%