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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 %
HWM
4176
HighMark Wealth Management
Minnesota
$1.03M -$57.2K -168 -5%
AWM
4177
Arista Wealth Management
Nevada
$1.03M +$69.1K +203 +7%
RC
4178
Rovin Capital
Arizona
$1.03M -$12.6K -37 -1%
SCM
4179
Seascape Capital Management
New Hampshire
$1.03M -$3.75K -11 -0.4%
CWA
4180
Capital Wealth Alliance
Arizona
$1.03M -$103K -302 -9%
AAMC
4181
Asset Allocation & Management Company
Illinois
$1.02M -$1.4M -4,121 -58%
AG
4182
Artal Group
Luxembourg
$1.02M +$1.02M +3,000 New
ICM
4183
Intrepid Capital Management
Florida
$1.02M +$63K +185 +7%
VW
4184
Vance Wealth
California
$1.02M -$50.1K -147 -5%
LGA
4185
Lebenthal Global Advisors
New York
$1.02M +$38.5K +113 +4%
RA
4186
Rise Advisors
New York
$1.02M -$48.7K -143 -5%
DWM
4187
Defined Wealth Management
Oregon
$1.02M +$28.9K +85 +3%
AGA
4188
Arkos Global Advisors
Texas
$1.01M +$291K +854 +40%
KAM
4189
KEB Asset Management
Illinois
$1.01M +$222K +652 +28%
DCBT
4190
Dakota Community Bank & Trust
North Dakota
$1.01M -$98.8K -290 -9%
RC
4191
Resonate Capital
California
$1M -$6.95M -20,422 -87%
CFP
4192
Curran Financial Partners
South Carolina
$1M +$10.2K +30 +1%
SRG
4193
SBB Research Group
Illinois
$1M -$305K -896 -23%
BIA
4194
BHK Investment Advisors
Alabama
$998K -$39.2K -115 -4%
BWM
4195
Brickley Wealth Management
California
$997K +$36.4K +107 +4%
HNWA
4196
Henrickson Nauta Wealth Advisors
Michigan
$996K +$8.85K +26 +0.9%
RIA
4197
Richwood Investment Advisors
Ohio
$994K -$31K -91 -3%
MFA
4198
Morling Financial Advisors
California
$991K -$255K -748 -20%
MAWAG
4199
Mid-American Wealth Advisory Group
Missouri
$986K +$986K +2,925 New
IWA
4200
IVC Wealth Advisors
Pennsylvania
$985K +$49K +144 +5%