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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 %
CWM
4476
Capital Wealth Management
Rhode Island
$533K
MWM
4477
MorganRosel Wealth Management
Colorado
$533K +$113K +331 +27%
FA
4478
Fiducient Advisors
Illinois
$532K +$45.3K +133 +9%
TFA
4479
TPG Financial Advisors
Oregon
$529K +$41.5K +122 +9%
NECFA
4480
New England Capital Financial Advisors
Connecticut
$529K -$33.7K -99 -6%
EPWM
4481
Essex Private Wealth Management
Massachusetts
$525K -$1.7K -5 -0.3%
MWM
4482
MBE Wealth Management
Wisconsin
$524K +$7.15K +21 +1%
TPW
4483
TL Private Wealth
Texas
$522K
WMWM
4484
Whitaker-Myers Wealth Managers
Ohio
$521K +$104K +304 +25%
NI
4485
NFC Investments
Tennessee
$520K -$8.53K -25 -2%
MM
4486
Meridian Management
Arkansas
$520K +$69.1K +203 +15%
LIM
4487
Lagoda Investment Management
New York
$519K
SCP
4488
Stevens Capital Partners
Nebraska
$516K +$9.88K +29 +2%
AWMNH
4489
Arcadia Wealth Management (New Hampshire)
New Hampshire
$516K +$27.6K +81 +6%
LC
4490
Longitude (Cayman)
Cayman Islands
$511K -$272K -800 -35%
TIM
4491
Triad Investment Management
California
$511K
TCA
4492
Troluce Capital Advisors
Puerto Rico
$511K +$511K +1,500 New
LFA
4493
Level Financial Advisors
New York
$509K +$13.3K +39 +3%
DT
4494
Daniels + Tansey
Delaware
$508K +$18K +53 +4%
CP
4495
Camelot Portfolios
Ohio
$507K -$72.9K -214 -13%
NWA
4496
Navis Wealth Advisors
New York
$503K -$4.09K -12 -0.8%
CM
4497
CastleKnight Management
New York
$502K -$647K -1,900 -56%
MFG
4498
Mendota Financial Group
Wisconsin
$501K -$1.36K -4 -0.3%
VFPW
4499
Vantage Financial Partners (Wisconsin)
Wisconsin
$500K +$681 +2 +0.1%
AWM
4500
Altus Wealth Management
Kentucky
$499K -$93.3K -274 -16%