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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 %
HPC
401
HM Payson & Co
Maine
$259M -$4.68M -13,735 -2%
HA
402
HHLR Advisors
Cayman Islands
$259M +$171M +502,400 +196%
JIC
403
Johnson Investment Counsel
Ohio
$255M -$2.73M -8,031 -1%
TF
404
TIAA FSB
Florida
$250M +$883K +2,594 +0.4%
WJWM
405
Williams Jones Wealth Management
New York
$250M +$20.4K +60 +0%
DADC
406
D.A. Davidson & Co
Montana
$249M +$5.65M +16,586 +2%
WIM
407
Waverton Investment Management
United Kingdom
$246M +$174K +510 +0.1%
AI
408
Ariel Investments
Illinois
$244M -$53.5M -157,142 -18%
MCM
409
Marsico Capital Management
Colorado
$244M +$48M +141,067 +25%
FT
410
Fiduciary Trust
Massachusetts
$244M -$5.88M -17,256 -2%
FCI
411
Financial Counselors Inc
Kansas
$243M -$6.11M -17,948 -2%
OC
412
Oppenheimer & Co
New York
$243M -$10.4M -30,551 -4%
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$241M -$54.7M -160,648 -18%
CII
414
Capital International Inc
California
$241M +$28.2M +82,878 +13%
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$240M +$240M +704,526 New
SFFS
416
Stonehage Fleming Financial Services
Jersey
$239M +$239M +706,760 New
EAM
417
Erste Asset Management
Austria
$238M -$1.97M -5,878 -0.8%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$237M -$3.84M -11,284 -2%
BPCE
419
Bank Pictet & Cie (Europe)
Germany
$236M +$11.7M +34,253 +5%
DWA
420
Douglass Winthrop Advisors
New York
$236M -$2.38M -6,975 -1%
PF
421
Phoenix Financial
Israel
$234M +$18.3M +53,778 +8%
OAM
422
Oppenheimer Asset Management
New York
$234M -$12.9M -37,876 -5%
CIM
423
CCLA Investment Management
United Kingdom
$232M -$30.7M -90,155 -12%
CF
424
Canoe Financial
Alberta, Canada
$230M -$709K -2,082 -0.3%
RP
425
Riverbridge Partners
Minnesota
$228M -$6.43M -18,896 -3%