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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 %
CFS
4401
Cannon Financial Strategists
Georgia
$650K -$41.9K -123 -6%
IWP
4402
IAG Wealth Partners
Wisconsin
$645K -$26.6K -78 -4%
WCP
4403
Welch Capital Partners
New York
$644K
EL
4404
EWA LLC
Pennsylvania
$644K +$15.7K +46 +2%
JPLA
4405
Joseph P. Lucia & Associates
New York
$644K +$341 +1 +0.1%
AFG
4406
Affinia Financial Group
Massachusetts
$640K +$19K +58 +3%
BC
4407
Brio Consultants
California
$637K -$17.7K -52 -3%
HB
4408
Horizon Bancorp
Indiana
$637K +$300K +882 +89%
PMEF
4409
Point72 Middle East FZE
United Arab Emirates
$636K +$636K +1,869 New
MWA
4410
MFA Wealth Advisors
Pennsylvania
$636K -$58.6K -172 -8%
PP
4411
PFS Partners
New Jersey
$635K +$57.9K +170 +10%
TB
4412
Treynor Bancshares
Iowa
$633K +$8.4K +26 +1%
HIA
4413
HTG Investment Advisors
Connecticut
$633K +$52.1K +153 +9%
PWM
4414
Provident Wealth Management
Tennessee
$630K -$20.4K -60 -3%
RCYC
4415
Richard C. Young & Co
Rhode Island
$629K +$234K +688 +59%
FFP
4416
Forbes Financial Planning
Rhode Island
$628K
RJTCONH
4417
Raymond James Trust Company of New Hampshire
New Hampshire
$627K -$86.6K -254 -12%
TF
4418
Theory Financial
Colorado
$627K -$1.15M -3,377 -65%
SC
4419
Schoolcraft Capital
Colorado
$619K +$619K +1,818 New
LIA
4420
LifePlan Investment Advisors
North Carolina
$617K +$617K +1,811 New
UIA
4421
Ulland Investment Advisors
Minnesota
$614K
JF
4422
Joule Financial
Kentucky
$613K +$1.35K +4 +0.2%
EW
4423
Enzi Wealth
Texas
$612K +$7.88K +23 +1%
RK
4424
Rather & Kittrell
Tennessee
$609K +$153K +448 +33%
PWS
4425
Private Wealth Strategies
Ohio
$602K -$83.1K -244 -12%