MSFT icon

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
4526
Core Wealth Management
Florida
$456K -$7.83K -23 -2%
AI
4527
Arrien Investments
Idaho
$455K +$10.6K +31 +2%
FIC
4528
Family Investment Center
Missouri
$453K +$341 +1 +0.1%
KTA
4529
Keeley-Teton Advisors
Illinois
$449K
GFWA
4530
Grey Fox Wealth Advisors
Delaware
$448K -$58.6K -172 -12%
RWG
4531
Regal Wealth Group
California
$447K +$337 +1 +0.1%
RPG
4532
Resource Planning Group
Georgia
$447K +$3.75K +11 +0.8%
AIS
4533
American Investment Services
Massachusetts
$444K -$2.48M -7,282 -85%
AC
4534
AXQ Capital
New Jersey
$443K +$443K +1,300 New
AC
4535
Applied Capital
Arkansas
$442K
T
4536
TrueFG
Texas
$438K -$7.15K -21 -2%
TLFA
4537
True Link Financial Advisors
California
$436K +$38.1K +112 +10%
SG
4538
Sharper & Granite
California
$435K
BWL
4539
Beacon Wealthcare LLC
North Carolina
$434K +$7.15K +21 +2%
LFGH
4540
Lee Financial Group Hawaii
Hawaii
$434K -$254K -747 -37%
FRM
4541
Fox Run Management
Connecticut
$432K +$432K +1,270 New
TDC
4542
Thompson Davis & Co
Virginia
$432K +$18.4K +54 +4%
CWAG
4543
Carlsbad Wealth Advisory Group
California
$430K +$430K +1,263 New
FSWA
4544
Financial Synergies Wealth Advisors
Texas
$429K -$16K -47 -4%
BC
4545
Barnett & Company
Tennessee
$427K
BHWM
4546
Bay Harbor Wealth Management
Maryland
$423K +$243K +713 +135%
DSCM
4547
Del-Sette Capital Management
New York
$422K -$2.38K -7 -0.6%
BWM
4548
Benchmark Wealth Management
Connecticut
$420K -$10.9K -32 -3%
GWM
4549
Guardian Wealth Management
Illinois
$418K +$341 +1 +0.1%
FOFP
4550
Fee-Only Financial Planning
South Carolina
$418K +$15.3K +45 +4%