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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 %
PDM
4451
Penn Davis McFarland
Texas
$565K +$71.2K +209 +14%
MBFW
4452
Morton Brown Family Wealth
Pennsylvania
$565K -$78K -229 -12%
WFA
4453
West Financial Advisors
Iowa
$563K +$32K +94 +6%
FWS
4454
FinDec Wealth Services
California
$562K +$11.6K +34 +2%
SWM
4455
Shakespeare Wealth Management
Wisconsin
$562K +$40.2K +118 +8%
LHEI
4456
Leo H. Evart Inc
California
$559K +$341 +1 +0.1%
HC
4457
Hoese & Co
Minnesota
$558K -$36.8K -108 -6%
HPA
4458
High Probability Advisors
New York
$557K +$195K +573 +54%
MC
4459
Merlin Capital
Rhode Island
$557K -$55.5K -163 -9%
FEG
4460
Financial Enhancement Group
Indiana
$554K -$102K -311 -16%
DWMS
4461
Dominguez Wealth Management Solutions
Virginia
$552K +$2.38K +7 +0.4%
HG
4462
Harbor Group
New Hampshire
$551K -$96.4K -283 -15%
RWA
4463
Redmont Wealth Advisors
Illinois
$549K +$43.9K +129 +9%
HWA
4464
Hilltop Wealth Advisors
North Carolina
$549K -$1.02K -3 -0.2%
BWIA
4465
Bryant Woods Investment Advisors
New York
$548K -$16.4K -48 -3%
DMKJ
4466
David M. Knott Jr
$545K
RI
4467
Rinkey Investments
California
$545K -$172K -506 -24%
TSS
4468
Thomas Story & Son
Indiana
$543K -$6.81K -20 -1%
SEM
4469
Strategic Equity Management
Arizona
$542K
IW
4470
Instrumental Wealth
Florida
$541K -$18.9K -56 -3%
GWM
4471
GoalFusion Wealth Management
Texas
$541K -$9.19K -27 -2%
MSWMA
4472
Market Street Wealth Management Advisors
Indiana
$539K +$18.7K +55 +4%
SIS
4473
Strategic Investment Solutions
Illinois
$536K -$863K -2,595 -62%
RFP
4474
Root Financial Partners
California
$536K +$136K +399 +34%
AWM
4475
AAF Wealth Management
Massachusetts
$533K -$7.15K -21 -1%