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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 %
R
4426
Rebalance
California
$602K -$23.2K -68 -4%
ICA
4427
Infrastructure Capital Advisors
New York
$601K +$601K +205 New
ACM
4428
Arlington Capital Management
Illinois
$597K +$8.86K +26 +2%
C1AG
4429
Client 1st Advisory Group
Florida
$593K +$12.9K +38 +2%
FA
4430
Fermata Advisors
California
$593K -$2M -5,875 -77%
KIA
4431
Kraematon Investment Advisors
Massachusetts
$593K +$4.43K +13 +0.8%
RDIA
4432
RE Dickinson Investment Advisors
Iowa
$592K -$52.5K -154 -8%
SCM
4433
Shapiro Capital Management
Georgia
$590K -$17.7K -52 -3%
BF
4434
Blankinship & Foster
California
$590K
RWM
4435
Ruedi Wealth Management
Illinois
$590K
RIM
4436
Reliant Investment Management
Tennessee
$589K +$137K +402 +30%
CAG
4437
Compass Advisory Group
New York
$588K +$207K +607 +54%
T
4438
TNF
Montana
$588K +$340 +1 +0.1%
OFG
4439
OmniStar Financial Group
North Carolina
$587K -$47.8K -140 -8%
BIA
4440
Barry Investment Advisors
Massachusetts
$586K -$7.83K -23 -1%
PIWA
4441
Prevail Innovative Wealth Advisors
Kansas
$581K +$581K +1,707 New
DFA
4442
DHJJ Financial Advisors
Illinois
$580K -$20.4K -60 -3%
VFG
4443
V2 Financial group
Illinois
$579K -$209K -614 -27%
KIM
4444
Karpus Investment Management
New York
$579K
AFG
4445
Arkansas Financial Group
Arkansas
$577K +$160K +471 +39%
TA
4446
Tactive Advisors
Florida
$575K -$15K -44 -3%
RA
4447
Resolute Advisors
California
$569K
SFC
4448
SYM Financial Corp
Indiana
$568K +$112K +329 +25%
MAM
4449
McCarthy Asset Management
California
$568K -$20.4K -60 -3%
SBF
4450
Sara-Bay Financial
Florida
$566K -$97.7K -287 -15%