MSFT icon

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 %
APS
4376
American Planning Services
Florida
$682K +$100K +294 +17%
SLT
4377
St Louis Trust
Missouri
$681K
PSF
4378
Pacific Sun Financial
California
$681K +$681K +2,361 New
CSIA
4379
Carl Stuart Investment Advisor
Texas
$680K +$680K +1,998 New
DWA
4380
Delap Wealth Advisory
Oregon
$680K -$821K -2,410 -55%
HA
4381
HC Advisors
Georgia
$680K -$5.45K -16 -0.8%
WCP
4382
Wick Capital Partners
Pennsylvania
$675K +$79.7K +234 +13%
PCM
4383
Piedmont Capital Management
Montana
$675K -$6.13K -18 -0.9%
LSIA
4384
LaSalle St. Investment Advisors
Illinois
$670K -$685K -2,014 -51%
TCG
4385
Tremblant Capital Group
Florida
$667K
SL
4386
Stevard LLC
Illinois
$665K +$45K +132 +7%
PFA
4387
Plotkin Financial Advisors
Maryland
$664K -$91.3K -268 -12%
GC
4388
Gibson Capital
Pennsylvania
$660K -$218K -639 -25%
SPIO
4389
Seven Post Investment Office
California
$660K
RPSA
4390
Richard P. Slaughter Associates
Texas
$659K -$22.5K -66 -3%
OBWP
4391
O'Brien Wealth Partners
Massachusetts
$657K -$42.9K -126 -6%
TFA
4392
Tobias Financial Advisors
Florida
$656K +$79K +232 +14%
PFC
4393
Poplar Forest Capital
California
$655K -$3.41K -10 -0.5%
SW
4394
Simplicity Wealth
New Jersey
$654K -$162K -477 -20%
CFG
4395
Compton Financial Group
Maryland
$654K +$340 +1 +0.1%
BAM
4396
Banta Asset Management
California
$652K
EWP
4397
Elevation Wealth Partners
California
$651K -$111K -326 -15%
PI
4398
Pachira Investments
California
$651K +$1.7K +5 +0.3%
CFP
4399
Cypress Financial Planning
New Jersey
$651K +$2.37K +7 +0.4%
SSWG
4400
Seven Springs Wealth Group
Tennessee
$650K