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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 %
AIA
4501
Armor Investment Advisors
North Carolina
$499K +$15.3K +45 +3%
PFG
4502
Peterson Financial Group
Iowa
$497K +$73.2K +215 +17%
AFA
4503
Atlas Financial Advisors
California
$497K -$49.7K -146 -9%
BBWP
4504
Beacon Bridge Wealth Partners
Pennsylvania
$496K +$101K +298 +26%
CWR
4505
Chico Wealth RIA
California
$496K
NRD
4506
Nebula Research & Development
New York
$493K +$493K +1,448 New
GWAG
4507
Garrett Wealth Advisory Group
Texas
$493K +$2.38K +7 +0.5%
TM
4508
Triatomic Management
California
$491K +$491K +1,443 New
AA
4509
ACT Advisors
North Carolina
$490K -$676K -1,986 -58%
PVAMC
4510
PPS&V Asset Management Consultants
Michigan
$490K +$341 +1 +0.1%
FA
4511
Fortis Advisors
Pennsylvania
$488K -$257K -756 -35%
JFGLC
4512
Johnson Financial Group LLC (Colorado)
Colorado
$487K
2L
4513
25 LLC
Missouri
$486K +$56.6K +165 +13%
ITB
4514
Idaho Trust Bank
Idaho
$482K +$482K +1,415 New
RFA
4515
RTD Financial Advisors
Pennsylvania
$481K +$29.3K +86 +6%
EL
4516
Envoi LLC
Minnesota
$477K
TA
4517
Teramo Advisors
Florida
$477K
DWM
4518
Denver Wealth Management
Colorado
$475K +$340 +1 +0.1%
PIFP
4519
Partners in Financial Planning
Virginia
$473K +$28.3K +83 +6%
FCT
4520
Family Capital Trust
Massachusetts
$471K
SAM
4521
Simplify Asset Management
Nevada
$468K -$444K -1,305 -49%
PWS
4522
Precision Wealth Strategies
Missouri
$468K -$78.3K -230 -14%
BBL
4523
Beck Bode LLC
Massachusetts
$465K -$52.4K -154 -10%
SMF
4524
Sterling Manor Financial
New York
$463K +$74.9K +220 +19%
LTL
4525
Lowery Thomas LLC
California
$458K +$126K +370 +38%