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 %
WOSD
4026
WFA of San Diego
California
$1.32M -$576K -1,692 -30%
MPCG
4027
Matrix Private Capital Group
New York
$1.32M +$34.4K +101 +3%
SGA
4028
Seaport Global Advisors
Massachusetts
$1.32M -$153K -450 -10%
CCP
4029
Cassia Capital Partners
North Carolina
$1.31M +$44.3K +130 +3%
WIA
4030
World Investment Advisors
California
$1.31M +$197K +579 +18%
RWRC
4031
R.W. Roge & Company
New York
$1.31M
KIG
4032
Kennedy Investment Group
New Jersey
$1.31M -$25.2K -74 -2%
SIA
4033
Sage Investment Advisers
New York
$1.31M +$1.02K +3 +0.1%
CM
4034
Columbus Macro
Pennsylvania
$1.3M +$263K +759 +25%
RCI
4035
RS Crum Inc
California
$1.3M
GWM
4036
Greenhouse Wealth Management
Connecticut
$1.3M +$22.8K +67 +2%
SFG
4037
Steward Financial Group
Texas
$1.29M +$1.29M +3,802 New
JSAM
4038
J. Safra Asset Management
New York
$1.29M -$1.07M -3,134 -45%
SFA
4039
Seneca Financial Advisors
New York
$1.29M -$60.6K -178 -4%
APW
4040
Aurora Private Wealth
New Jersey
$1.29M -$382K -1,123 -23%
SHWM
4041
Smith & Howard Wealth Management
Georgia
$1.29M -$30.3K -89 -2%
KFG
4042
Kingdom Financial Group
Arizona
$1.28M +$1.28M +3,771 New
DIA
4043
Dean Investment Associates
Ohio
$1.28M -$581K -1,707 -31%
DC
4044
Dantai Capital
Hong Kong
$1.28M +$1.28M +3,750 New
SPA
4045
Sentinel Pension Advisors
Massachusetts
$1.28M +$681 +2 +0.1%
WCM
4046
Windsor Capital Management
Arizona
$1.28M -$13.6K -40 -1%
ODIJL
4047
One Day In July LLC
Vermont
$1.28M -$60.6K -178 -5%
VNB
4048
Virginia National Bank
Virginia
$1.26M -$17K -50 -1%
MFG
4049
Monumental Financial Group
Maryland
$1.26M -$245K -718 -16%
PS
4050
Planned Solutions
California
$1.26M