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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 %
UWM
4301
USAdvisors Wealth Management
Minnesota
$809K -$27.5K -81 -3%
SWG
4302
Summit Wealth Group
Vermont
$807K -$232M -680,857 -100%
AWA
4303
AmeriServ Wealth Advisors
Pennsylvania
$807K +$204K +600 +34%
CPG
4304
Cornerstone Planning Group
New Jersey
$804K +$804K +2,362 New
E
4305
ETFidea
New York
$802K +$66.7K +196 +9%
SPWG
4306
Sage Private Wealth Group
Illinois
$798K
UCIG
4307
Ulrich Consultants & Investment Group
New Mexico
$795K +$378K +1,111 +91%
ETIA
4308
Epic Trust Investment Advisors
Washington
$792K -$238K -700 -23%
ACM
4309
Alamar Capital Management
California
$789K +$209K +613 +36%
FWM
4310
ForthRight Wealth Management
Georgia
$787K -$52.8K -155 -6%
IA
4311
Inspire Advisors
Idaho
$786K +$199K +583 +34%
BFG
4312
Baron Financial Group
New Jersey
$785K -$13.6K -40 -2%
NFW
4313
Noble Family Wealth
Florida
$783K
RFO
4314
RiverGlades Family Offices
Florida
$783K
MWA
4315
Martel Wealth Advisors
Washington
$783K +$63.3K +186 +9%
EFMH
4316
E Fund Management (HK)
Hong Kong
$781K -$495K -1,453 -39%
PIC
4317
Portland Investment Counsel
Ontario, Canada
$781K -$6.81K -20 -0.9%
DP
4318
Denver PWM
Colorado
$780K -$4.06K -12 -0.5%
SP
4319
SWS Partners
Ohio
$777K -$135K -396 -15%
TWA
4320
Tandem Wealth Advisors
Arizona
$776K -$112K -329 -13%
CCA
4321
Conservest Capital Advisors
Pennsylvania
$774K +$54.5K +160 +8%
KCM
4322
Kendall Capital Management
Maryland
$773K +$465K +1,366 +151%
BA
4323
Ballew Advisors
Mississippi
$771K
GCIA
4324
Gabelli & Co Investment Advisers
New York
$770K +$770K +2,260 New
BWA
4325
BlueSky Wealth Advisors
North Carolina
$768K -$54.8K -161 -7%