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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 %
IC
3976
Iconiq Capital
California
$1.42M -$3.5M -10,284 -71%
HGWM
3977
Horst & Graben Wealth Management
Oregon
$1.42M +$8.17K +24 +0.6%
HR
3978
Hardy Reed
Mississippi
$1.41M -$234K -688 -14%
SIC
3979
Schwartz Investment Counsel
Michigan
$1.41M -$136K -400 -9%
HIG
3980
Heritage Investment Group
Florida
$1.41M +$151K +445 +12%
GM
3981
GeoWealth Management
Illinois
$1.41M +$18K +53 +1%
CFA
3982
Camarda Financial Advisors
Florida
$1.41M +$295K +866 +26%
VI
3983
Versor Investments
New York
$1.41M +$1.41M +4,146 New
BDF
3984
Black Diamond Financial
Maryland
$1.41M -$35.1K -103 -2%
VFP
3985
Verus Financial Partners
Virginia
$1.41M -$70.6K -201 -5%
FWI
3986
Facet Wealth Inc
Maryland
$1.41M +$327K +999 +30%
BAG
3987
Briggs Advisory Group
Rhode Island
$1.41M +$46K +135 +3%
MPW
3988
MA Private Wealth
California
$1.39M +$83.4K +245 +6%
VAFP
3989
Vahanian & Associates Financial Planning
New York
$1.39M -$26.6K -78 -2%
FWM
3990
FSA Wealth Management
Massachusetts
$1.39M -$96.7K -284 -7%
WFAG
3991
Wescott Financial Advisory Group
Pennsylvania
$1.39M -$156K -459 -10%
I2I
3992
Insight 2811 Inc
Illinois
$1.38M -$45.3K -133 -3%
FTA
3993
Financial & Tax Architects
Missouri
$1.38M -$54.5K -160 -4%
AFA
3994
American Financial Advisors
Georgia
$1.38M +$5.45K +16 +0.4%
RG
3995
Retirement Group
California
$1.38M +$31.6K +94 +2%
SPAS
3996
Spectrum Planning & Advisory Services
California
$1.38M +$338 +1 +0%
NCG
3997
Newport Capital Group
New Jersey
$1.38M +$1.38M +4,229 New
NVIM
3998
New Vernon Investment Management
Illinois
$1.38M
DA
3999
Drake & Associates
Wisconsin
$1.38M +$459K +1,348 +50%
PI
4000
Parkside Investments
Illinois
$1.37M +$212K +622 +18%