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Microsoft

4,776 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, 2,477 reducing their positions, and 82 closing their positions.

Holders
4,776
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.33%
Holding in Top 10
2,667
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.07%
New
217
Increased
1,768
Reduced
2,477
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
4626
Crane Advisory
California
$317K +$38.2K +113 +14%
CFO
4627
Custos Family Office
Texas
$314K -$53.1K -156 -14%
HWMT
4628
Heritage Wealth Management (Texas)
Texas
$314K +$314K +921 New
LAM
4629
Lountzis Asset Management
Pennsylvania
$312K
TWM
4630
Tanglewood Wealth Management
Texas
$310K -$35.1K -103 -10%
PCM
4631
Perritt Capital Management
Illinois
$309K -$15.3K -45 -5%
TWP
4632
TFO Wealth Partners
Ohio
$308K +$200K +586 +184%
SWMG
4633
Sanchez Wealth Management Group
Florida
$307K
SA
4634
Sicart Associates
New York
$306K
UID
4635
Union Investments & Development
Israel
$306K
SPA
4636
Sherbrooke Park Advisers
New York
$306K
RP
4637
Reinhart Partners
Wisconsin
$306K
DK
4638
David Kennon
Florida
$306K +$11.6K +34 +4%
1CM
4639
1492 Capital Management
Wisconsin
$305K -$26.6K -78 -8%
LAM
4640
Lifestyle Asset Management
Texas
$304K +$3.75K +11 +1%
SPIA
4641
Strategic Point Investment Advisors
Rhode Island
$302K
EA
4642
Ergawealth Advisors
Illinois
$302K +$29.6K +87 +11%
OTL
4643
Oak Thistle LLC
New York
$300K +$300K +880 New
RHJA
4644
Rice Hall James & Associates
California
$299K -$22.1K -65 -7%
EPP
4645
ETF Portfolio Partners
Kansas
$294K
NHFG
4646
New Harbor Financial Group
Massachusetts
$293K +$18.4K +54 +7%
MWM
4647
Maltin Wealth Management
New Jersey
$291K +$7.5K +22 +3%
CEI
4648
Clark Estates Inc
New York
$290K +$290K +853 New
LODC
4649
Lanham O'Dell & Company
West Virginia
$288K +$288K +846 New
MFS
4650
McNamara Financial Services
Massachusetts
$287K +$33.2K +100 +13%