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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 %
CWM
4276
Collaborative Wealth Management
Florida
$842K -$60.3K -177 -7%
BHWA
4277
Beacon Harbor Wealth Advisors
Virginia
$840K +$22.8K +67 +3%
Harris Associates
4278
Harris Associates
Illinois
$840K -$34.1K -100 -4%
F4L
4279
Fortune 45 LLC
Louisiana
$835K +$35.2K +103 +4%
BMD
4280
Better Money Decisions
New Mexico
$835K -$84.1K -247 -9%
CCA
4281
Covey Capital Advisors
Georgia
$834K
SM
4282
Sensible Money
Arizona
$833K -$42.6K -125 -5%
SFP
4283
Sterling Financial Planning
New Jersey
$832K -$49K -144 -6%
SFPG
4284
Stonebridge Financial Planning Group
Florida
$832K +$270K +793 +48%
AA
4285
Aufman Associates
Pennsylvania
$832K -$42.9K -126 -5%
APW
4286
Axim Planning & Wealth
Ohio
$830K +$32.7K +96 +4%
WWP
4287
Waypoint Wealth Partners
California
$830K -$704K -2,068 -46%
WCM
4288
Wealthcare Capital Management
Virginia
$827K +$61.6K +181 +8%
SS
4289
Sound Stewardship
Kansas
$826K -$34.1K -100 -4%
MAM
4290
Must Asset Management
South Korea
$822K -$584K -1,742 -42%
SMG
4291
Smart Money Group
Texas
$822K +$41.2K +121 +5%
WIC
4292
Wilkins Investment Counsel
Massachusetts
$817K
CWM
4293
Chicago Wealth Management
Illinois
$817K -$415K -1,219 -34%
KHC
4294
Koesten Hirschmann & Crabtree
Kansas
$816K -$89.6K -263 -10%
AA
4295
AJ Advisors
Tennessee
$815K -$8.51K -25 -1%
AI
4296
ArchPoint Investors
Florida
$813K +$1.02K +3 +0.1%
MIM
4297
Martin Investment Management
Florida
$812K
ES
4298
ETF Store
Kansas
$811K +$2.52K +7 +0.3%
NFP
4299
Narus Financial Partners
Utah
$811K -$14K -41 -2%
QWM
4300
Quaker Wealth Management
New Jersey
$809K +$68.8K +202 +9%