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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 %
UW
3951
Unique Wealth
Florida
$1.47M +$146K +428 +11%
B
3952
BetterWealth
California
$1.47M +$1.7K +5 +0.1%
1IA
3953
1620 Investment Advisors
Massachusetts
$1.47M +$6.47K +19 +0.4%
CWA
3954
Centennial Wealth Advisory
Michigan
$1.47M +$381K +1,118 +35%
KA
3955
Kearns & Associates
California
$1.46M
TC
3956
Tacita Capital
Ontario, Canada
$1.46M
WMS
3957
Wealth Management Solutions
Pennsylvania
$1.46M +$21.1K +62 +1%
AWM
3958
Act Wealth Management
Texas
$1.46M -$81.1K -238 -5%
DWA
3959
Dougherty Wealth Advisers
Minnesota
$1.45M -$30K -88 -2%
CIA
3960
Caerus Investment Advisors
Texas
$1.45M
RI
3961
Ridgewood Investments
New Jersey
$1.45M -$44.6K -131 -3%
PC
3962
Permanens Capital
New York
$1.45M -$2.88M -8,470 -67%
VC
3963
Veery Capital
Delaware
$1.45M +$97.7K +287 +7%
IFO
3964
Independent Family Office
New York
$1.45M
RWM
3965
Revisor Wealth Management
Ohio
$1.45M -$167K -490 -10%
FFM
3966
Flagstone Financial Management
Nebraska
$1.44M +$120K +353 +9%
GSC
3967
G&S Capital
Colorado
$1.44M -$13.6K -40 -0.9%
IWP
3968
Innova Wealth Partners
Pennsylvania
$1.44M +$115K +337 +9%
MSRI
3969
Michael S. Ryan Inc
New York
$1.44M +$1.44M +4,266 New
AFO
3970
Arrowroot Family Office
California
$1.44M +$267K +783 +23%
CF
3971
Corrigan Financial
Rhode Island
$1.43M +$99.4K +292 +7%
SPI
3972
Santori & Peters Inc
Pennsylvania
$1.43M +$341 +1 +0%
KFS
3973
Kelly Financial Services
Massachusetts
$1.42M +$77.3K +227 +6%
RTL
3974
Red Tortoise LLC
Georgia
$1.42M +$341 +1 +0%
WFA
3975
WMG Financial Advisors
Tennessee
$1.42M -$40.2K -118 -3%