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 %
RWA
3926
Rainsberger Wealth Advisors
Colorado
$1.52M -$97.4K -286 -6%
CWA
3927
CJM Wealth Advisers
Virginia
$1.52M
D
3928
Dentgroup
Louisiana
$1.52M -$65.7K -193 -4%
RWA
3929
Rooted Wealth Advisors
Illinois
$1.51M -$151K -448 -9%
CAM
3930
Concorde Asset Management
Michigan
$1.51M +$703K +2,064 +87%
CHJWM
3931
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.51M -$14.4K -44 -0.9%
CAM
3932
Clark Asset Management
New Hampshire
$1.5M +$68.4K +201 +5%
FWM
3933
Fingerlakes Wealth Management
New York
$1.5M -$25.9K -76 -2%
PWA
3934
Peterson Wealth Advisors
Utah
$1.5M +$338 +1 +0%
HFP
3935
Holistic Financial Partners
Indiana
$1.5M -$129K -380 -8%
RFN
3936
Redwood Financial Network
Ohio
$1.5M -$273K -803 -15%
CAG
3937
Curtis Advisory Group
California
$1.5M -$48.4K -142 -3%
GWWM
3938
Great Waters Wealth Management
Minnesota
$1.5M -$73.9K -217 -5%
BWM
3939
BCGM Wealth Management
Indiana
$1.5M +$286K +841 +24%
KOC
3940
Koss-Olinger Consulting
Florida
$1.5M -$120K -353 -7%
NPPM
3941
North Point Portfolio Managers
Ohio
$1.5M -$54.8K -161 -4%
MS
3942
Mizuho Securities
Japan
$1.49M -$504K -1,480 -25%
BA
3943
Bellwether Advisors
Nebraska
$1.49M +$316K +929 +27%
JTWM
3944
Jackson Thornton Wealth Management
Alabama
$1.49M +$395K +1,159 +36%
BFA
3945
BMS Financial Advisors
South Dakota
$1.49M -$377K -1,108 -20%
WCM
3946
Wallace Capital Management
Texas
$1.49M +$1.49M +4,362 New
CWM
3947
Cherrydale Wealth Management
New Jersey
$1.48M +$81.1K +238 +6%
MAWCM
3948
Mine & Arao Wealth Creation & Management
California
$1.48M +$20.8K +61 +1%
CCA
3949
Cottonwood Capital Advisors
Utah
$1.48M -$73.2K -215 -5%
OFA
3950
Oak Family Advisors
Illinois
$1.48M +$975K +2,864 +195%