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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 %
YWS
4076
Yarger Wealth Strategies
Ohio
$1.22M +$66.4K +195 +6%
GFL
4077
Granite FO LLC
New Hampshire
$1.21M -$375K -1,100 -24%
ODG
4078
O'Dell Group
Ohio
$1.21M +$202K +592 +20%
CAP
4079
Columbia Advisory Partners
Washington
$1.21M -$87.9K -258 -7%
SOAG
4080
Silver Oak Advisory Group
Oregon
$1.2M
CCMI
4081
Creative Capital Management Investments
California
$1.2M -$153K -450 -11%
AWM
4082
Avaii Wealth Management
Wisconsin
$1.2M -$56.5K -166 -4%
SFG
4083
Sterling Financial Group
California
$1.2M +$3.07K +9 +0.3%
RWM
4084
Reston Wealth Management
Virginia
$1.2M +$34.1K +100 +3%
PCFFS
4085
Pacific Center for Financial Services
California
$1.2M -$51.1K -150 -4%
BBA
4086
Braun-Bostich & Associates
Pennsylvania
$1.2M +$22.1K +65 +2%
ACA
4087
Ackerman Capital Advisors
Texas
$1.19M +$11.6K +34 +1%
CIR
4088
Clear Investment Research
Georgia
$1.19M +$82.1K +241 +7%
EC
4089
EdgeRock Capital
Colorado
$1.19M -$48.7K -143 -4%
WAM
4090
Winslow Asset Management
Ohio
$1.19M
CWA
4091
Clarus Wealth Advisors
Arizona
$1.19M -$122K -361 -9%
KA
4092
Kooman & Associates
Pennsylvania
$1.19M +$26.2K +77 +2%
EARNEST Partners
4093
EARNEST Partners
Georgia
$1.19M
SWM
4094
Shelton Wealth Management
Texas
$1.19M -$76.6K -225 -6%
WFA
4095
Wade Financial Advisory
California
$1.18M
LP
4096
LGL Partners
Pennsylvania
$1.18M -$2.73K -8 -0.2%
PS
4097
Portfolio Strategies
New York
$1.18M
FGG
4098
Financial Guidance Group
Florida
$1.17M
BWM
4099
Blossom Wealth Management
California
$1.17M +$13.3K +39 +1%
HA
4100
Hofer & Associates
California
$1.17M +$46.3K +136 +4%