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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 %
HIGP
4226
Hill Investment Group Partners
Missouri
$928K +$124K +365 +15%
WF
4227
Warner Financial
Maryland
$924K +$20.8K +61 +2%
BBP
4228
Banco BTG Pactual
Brazil
$922K +$922K +2,707 New
SI
4229
Shaker Investments
Ohio
$920K
NRA
4230
NSI Retail Advisors
Pennsylvania
$920K -$68.1K -200 -7%
VEA
4231
Virtus ETF Advisers
New York
$920K +$920K +2,701 New
SC
4232
Saiph Capital
New Jersey
$919K -$99.5K -292 -10%
IIA
4233
Integral Investment Advisors
California
$918K -$6.81K -20 -0.7%
TFP
4234
TrueWealth Financial Partners
Washington
$915K +$422K +1,238 +85%
SC
4235
Soundwatch Capital
Connecticut
$914K
IPW
4236
Impact Partnership Wealth
Georgia
$913K +$913K +2,681 New
WH
4237
Whitcomb & Hess
Ohio
$910K +$1.02K +3 +0.1%
TLA
4238
Tanglewood Legacy Advisors
Texas
$910K -$4.77K -14 -0.5%
MLRA
4239
Main Line Retirement Advisors
Montana
$909K +$909K +2,668 New
CIAS
4240
CBIZ Investment Advisory Services
Ohio
$908K -$17K -50 -2%
SWAG
4241
Spectrum Wealth Advisory Group
California
$908K -$25.2K -74 -3%
WFA
4242
Websterrogers Financial Advisors
South Carolina
$908K -$68.1K -200 -7%
TIM
4243
Total Investment Management
Arizona
$907K +$51.8K +152 +6%
MFC
4244
Morris Financial Concepts
South Carolina
$906K -$11.9K -35 -1%
SWP
4245
ShoreHaven Wealth Partners
New Jersey
$906K +$1.36K +4 +0.2%
SM
4246
Sciencast Management
New Jersey
$904K +$904K +2,661 New
JWS
4247
Juncture Wealth Strategies
Arizona
$903K +$12.6K +37 +1%
JA
4248
JVL Associates
Michigan
$902K +$6.13K +18 +0.7%
TWP
4249
Tower Wealth Partners
Pennsylvania
$902K -$19.1K -56 -2%
MAM
4250
MMA Asset Management
Pennsylvania
$899K +$273K +802 +44%