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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 %
XSC
4326
X-Square Capital
Puerto Rico
$768K -$257K -753 -25%
TAIM
4327
TD Ameritrade Investment Management
Nebraska
$768K +$6.13K +18 +0.8%
AL
4328
Arnhold LLC
New York
$766K -$34.1K -100 -4%
GRQ
4329
Gardner Russo & Quinn
Pennsylvania
$760K +$35.4K +104 +5%
HPWM
4330
High Pines Wealth Management
Massachusetts
$759K -$341 -1 -0%
HCM
4331
Horrell Capital Management
Arkansas
$753K
AI
4332
Auour Investments
Massachusetts
$751K +$751K +2,205 New
HFW
4333
Horizon Family Wealth
Illinois
$750K -$79.3K -233 -10%
KFSC
4334
Keystone Financial Services (Colorado)
Colorado
$748K -$36.1K -106 -5%
GWM
4335
Grand Wealth Management
Michigan
$747K -$4.77K -14 -0.6%
ARIS
4336
Advanced Research Investment Solutions
California
$745K +$745K +2,189 New
GCL
4337
Gouws Capital LLC
North Carolina
$742K -$78.3K -230 -10%
VIA
4338
Virtus Investment Advisers
Connecticut
$740K +$415K +1,220 +128%
FI
4339
FIDELIS iM
Oregon
$737K +$1.36K +4 +0.2%
WIM
4340
Warwick Investment Management
Texas
$736K +$384K +1,128 +109%
OCFG
4341
O'Connor Financial Group
Illinois
$736K +$23.8K +70 +3%
CCP
4342
Carmel Capital Partners
California
$735K -$128K -377 -15%
SAM
4343
Sequent Asset Management
Texas
$731K -$162K -475 -18%
FP
4344
Foundry Partners
Minnesota
$730K +$211K +620 +41%
CCA
4345
Cadent Capital Advisors
Oklahoma
$730K +$137K +402 +23%
CCM
4346
Carmel Capital Management
California
$730K
EP
4347
EPIQ Partners
Minnesota
$728K +$9.54K +28 +1%
BCM
4348
Birmingham Capital Management
Alabama
$727K -$443K -1,300 -38%
PC
4349
Prairiewood Capital
North Dakota
$725K
BWM
4350
Brown Wealth Management
Illinois
$723K +$723K +2,123 New