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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 %
AFS
4201
Axiom Financial Strategies
Indiana
$985K -$25.9K -76 -3%
LFA
4202
Lauterbach Financial Advisors
Texas
$984K
GCM
4203
G2 Capital Management
Ohio
$980K
KIC
4204
Keating Investment Counselors
Florida
$972K
ODFS
4205
O'Donnell Financial Services
California
$970K +$1.02K +3 +0.1%
DI
4206
DDFG Inc
California
$967K +$1.02K +3 +0.1%
LWA
4207
Lowe Wealth Advisors
Maryland
$965K -$3.41K -10 -0.4%
RWG
4208
Ratio Wealth Group
Colorado
$964K +$964K +2,831 New
SWA
4209
Sightline Wealth Advisors
Connecticut
$962K +$8.36K +29 +0.9%
FWA
4210
Freedom Wealth Alliance
Wisconsin
$962K -$2.06K -6 -0.2%
PFA
4211
Petra Financial Advisors
Colorado
$961K -$853K -2,504 -47%
PCM
4212
Presidio Capital Management
California
$960K +$313K +918 +48%
CIG
4213
Cairn Investment Group
Washington
$957K -$9.19K -27 -1%
IF
4214
Insight Folios
North Carolina
$957K +$81.1K +238 +9%
OFS
4215
Oldfather Financial Services
Nebraska
$956K +$341 +1 +0%
RGF
4216
Retirement Guys Formula
Ohio
$956K -$138K -404 -13%
FFWM
4217
Future Financial Wealth Management
Ohio
$952K +$52.4K +154 +6%
WA
4218
Wealthstar Advisors
Texas
$950K -$1.36K -4 -0.1%
EW
4219
Element Wealth
Mississippi
$948K +$25.2K +74 +3%
ST
4220
Sageworth Trust
Pennsylvania
$946K -$73.2K -215 -7%
MWM
4221
McNaughton Wealth Management
California
$946K -$53.5K -157 -5%
GAM
4222
Garrison Asset Management
Arkansas
$940K +$38.1K +112 +4%
MCIA
4223
Mountain Capital Investment Advisors
Colorado
$939K +$148K +429 +19%
BF
4224
Brogan Financial
Tennessee
$935K
SF
4225
Safeguard Financial
Wisconsin
$932K -$70.1K -206 -7%