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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 %
BWA
4551
Brave Warrior Advisors
New York
$417K -$162K -475 -28%
LAM
4552
LifePro Asset Management
California
$417K +$417K +1,224 New
JMF
4553
Johnson Midwest Financial
Iowa
$414K -$2.72K -8 -0.7%
BFP
4554
Beacon Financial Planning
Massachusetts
$413K +$48.4K +142 +13%
GWAM
4555
Guardian Wealth Advisors (Minnesota)
Minnesota
$410K -$43.6K -128 -10%
BI
4556
Bramshill Investments
Florida
$405K
CFGF
4557
Compass Financial Group (Florida)
Florida
$403K +$68.1K +200 +20%
AAM
4558
Ameraudi Asset Management
New York
$402K
AFS
4559
AFG Fiduciary Services
Massachusetts
$398K -$6.91K -20 -2%
MWP
4560
Meredith Wealth Planning
Illinois
$398K -$551K -1,619 -58%
CCMIC
4561
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$392K -$41.9K -123 -10%
IWP
4562
Insight Wealth Partners
Texas
$389K +$91.3K +268 +31%
OF
4563
Outfitter Financial
Maine
$386K -$29.3K -86 -7%
AWM
4564
Activest Wealth Management
Florida
$386K -$69.3K -289 -15%
OFP
4565
OLIO Financial Planning
Virginia
$385K +$24.2K +71 +7%
TCFP
4566
Treasure Coast Financial Planning
Florida
$383K
DWM
4567
Dopkins Wealth Management
New York
$380K
OKSA
4568
O'Keefe Stevens Advisory
New York
$380K +$52.4K +154 +16%
M
4569
MYeCFO
California
$379K +$95.3K +280 +34%
WIC
4570
Whitegate Investment Counselors
New Hampshire
$376K +$681 +2 +0.2%
WFPG
4571
Waller Financial Planning Group
Ohio
$374K -$23.2K -68 -6%
TC
4572
TAGStone Capital
North Carolina
$372K +$681 +2 +0.2%
WC
4573
Weil Company
California
$370K +$17.4K +51 +5%
HWM
4574
Horizons Wealth Management
North Carolina
$369K +$66.4K +195 +22%
DB
4575
Dravo Bay
Delaware
$368K +$58.6K +172 +19%