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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 %
AA
4601
AlphaMark Advisors
Kentucky
$343K -$24.1K -71 -7%
HCA
4602
Hyperion Capital Advisors
New York
$343K
AFCM
4603
Applied Finance Capital Management
Puerto Rico
$343K +$3.07K +9 +0.9%
PA
4604
Prism Advisors
California
$342K +$66.4K +195 +24%
RFS
4605
Retirement Financial Solutions
Tennessee
$342K +$94K +276 +38%
BTIM
4606
BancFirst Trust & Investment Management
Oklahoma
$340K +$40.9K +122 +14%
VCG
4607
Vantage Consulting Group
Virginia
$339K -$126K -369 -27%
SA
4608
Syntax Advisors
New York
$339K -$126K -369 -27%
RIA
4609
Retirement Investment Advisors
Oklahoma
$339K -$34.1K -100 -9%
TWD
4610
True Wealth Design
Ohio
$338K -$809K -2,373 -71%
SWM
4611
Seaside Wealth Management
California
$337K +$2.73K +8 +0.8%
DGI
4612
Disciplined Growth Investors
Minnesota
$334K
BFP
4613
Briaud Financial Planning
Texas
$334K +$33.4K +98 +11%
ACM
4614
Antonetti Capital Management
Florida
$334K +$1.7K +5 +0.5%
MFG
4615
Marmo Financial Group
Tennessee
$332K
MWM
4616
Magnolia Wealth Management
Alabama
$332K +$52.8K +155 +19%
BP
4617
BCK Partners
New York
$328K -$59.6K -175 -15%
SCM
4618
Saba Capital Management
New York
$327K -$2.13M -6,268 -87%
SFG
4619
Socha Financial Group
New York
$325K +$325K +953 New
PFG
4620
Piershale Financial Group
Illinois
$324K
GS
4621
Gagnon Securities
New York
$324K +$8.85K +26 +3%
FPCG
4622
Forum Private Client Group
Indiana
$323K -$23.2K -68 -7%
LFG
4623
Leverty Financial Group
Wisconsin
$322K +$2.04K +6 +0.6%
SWM
4624
Solano Wealth Management
California
$322K
LFA
4625
LifeGuide Financial Advisors
Pennsylvania
$318K +$22.8K +67 +8%