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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 %
CS
4251
Capital Square
Tennessee
$897K +$14.6K +43 +2%
AFIA
4252
America First Investment Advisors
Nebraska
$895K
SCA
4253
Stuart Chaussee & Associates
California
$894K -$10.2K -30 -1%
P
4254
Palladiem
Pennsylvania
$894K -$6.81K -20 -0.8%
W
4255
WorthPointe
California
$892K +$331K +972 +59%
WA
4256
Waterford Advisors
New York
$892K -$60.3K -177 -6%
SIMG
4257
Stephens Investment Management Group
Texas
$887K +$101K +298 +13%
C
4258
Covestor
United Kingdom
$886K -$5.11K -15 -0.6%
GCM
4259
Glaxis Capital Management
Florida
$885K
FL
4260
Fort LP
Maryland
$883K +$138K +406 +19%
MFGP
4261
Marshall Financial Group (Pennsylvania)
Pennsylvania
$883K
LI
4262
LVZ Inc
Michigan
$882K +$78.3K +230 +10%
MM
4263
MQS Management
New York
$879K +$879K +2,580 New
HAS
4264
Holland Advisory Services
Florida
$878K +$341 +1 +0%
AL
4265
ACAS LLC
California
$876K +$107K +315 +14%
GCWM
4266
Graham Capital Wealth Management
District of Columbia
$864K +$5.11K +15 +0.6%
HPCM
4267
Hunter Perkins Capital Management
Illinois
$864K -$85.8K -252 -9%
NQWM
4268
Northwest Quadrant Wealth Management
Oregon
$863K -$23.2K -68 -3%
SW
4269
SMART Wealth
Nebraska
$860K -$172K -505 -17%
BWP
4270
Bernardo Wealth Planning
Pennsylvania
$859K -$32.4K -95 -4%
CFC
4271
Coyle Financial Counsel
Illinois
$855K +$37.5K +110 +5%
OCG
4272
Opus Capital Group
Ohio
$853K
NCM
4273
Next Capital Management
New York
$851K -$41.2K -121 -5%
RA
4274
Riverstone Advisors
Texas
$850K -$122K -359 -13%
EWM
4275
Endowment Wealth Management
Wisconsin
$850K +$12.3K +36 +1%