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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 %
CCM
4126
Colorado Capital Management
Colorado
$1.12M +$33.7K +99 +3%
SFP
4127
Strategic Financial Partners
Oregon
$1.11M -$12.3K -36 -1%
FWM
4128
FMB Wealth Management
California
$1.11M +$2.38K +7 +0.2%
MAM
4129
Milestone Asset Management
Pennsylvania
$1.11M -$251K -737 -18%
T
4130
TOBAM
France
$1.11M +$563K +1,654 +104%
PIA
4131
Powell Investment Advisors
Florida
$1.1M
HWM
4132
Howard Wealth Management
Connecticut
$1.1M -$28.6K -84 -3%
AFP
4133
Alpha Financial Partners
Kentucky
$1.1M -$45.6K -134 -4%
LFS
4134
Lutz Financial Services
Nebraska
$1.1M +$83.1K +244 +8%
GCM
4135
Gallacher Capital Management
Colorado
$1.1M -$97.4K -286 -8%
MAG
4136
Mayfair Advisory Group
Alabama
$1.1M -$35.7K -106 -3%
W
4137
WPWealth
Texas
$1.09M +$133K +390 +14%
PD
4138
Planning Directions
Pennsylvania
$1.09M +$1.7K +5 +0.2%
HCP
4139
Holt Capital Partners
Texas
$1.09M +$59.6K +175 +6%
NFGCM
4140
Norman Fields Gottscho Capital Management
New York
$1.09M +$230K +675 +27%
TC
4141
Taika Capital
Florida
$1.09M +$1.09M +3,200 New
IDA
4142
Intelligence Driven Advisers
California
$1.08M +$223K +652 +26%
MA
4143
MAS Advisors
Florida
$1.08M -$122K -357 -10%
MFA
4144
McClarren Financial Advisors
Pennsylvania
$1.08M +$2.38K +7 +0.2%
AWM
4145
Aspire Wealth Management
Massachusetts
$1.08M +$341 +1 +0%
FWMM
4146
Foundation Wealth Management (Missouri)
Missouri
$1.08M -$8.17K -24 -0.7%
MAM
4147
Marquette Asset Management
Minnesota
$1.08M +$85.5K +251 +9%
BRA
4148
Biechele Royce Advisors
Indiana
$1.08M +$118K +346 +12%
TWM
4149
Trinity Wealth Management
Pennsylvania
$1.07M -$54.1K -159 -5%
RBCM
4150
Raub Brock Capital Management
California
$1.07M