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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 Market Value Shares Shares
Change
Shares
Change %
SCA
4726
Sippican Capital Advisors
Massachusetts
$207K 607 +607 New
UI
4727
Unconventional Investor
New Hampshire
$206K 604 +604 New
WWM
4728
Wiser Wealth Management
Georgia
$205K 603 +603 New
PWAC
4729
Private Wealth Advisors (California)
California
$205K 601 +601 New
EGM
4730
Engineers Gate Manager
New York
$204K 599 +599 New
YAL
4731
Your Advocates Ltd
Texas
$202K 592
RFP
4732
Roth Financial Partners
Texas
$170K 500
VFIC
4733
Valley Forge Investment Consultants
Pennsylvania
$163K 480
BSWA
4734
Bromfield Sneider Wealth Advisors
Massachusetts
$151K 444
DEM
4735
Disciplined Equity Management
Florida
$146K 430
LFA
4736
Legend Financial Advisors
Pennsylvania
$145K 426 -9 -2%
SWM
4737
Sanctuary Wealth Management
Idaho
$144K 422 +422 New
LIA
4738
Luken Investment Analytics
Tennessee
$141K 414
BGC
4739
Beutel, Goodman & Co
Ontario, Canada
$139K 411
WTG
4740
West Tower Group
Virginia
$125K 368 +368 New
EA
4741
Evolution Advisers
Virginia
$112K 330
FC
4742
Family CFO
California
$108K 316
GIS
4743
Grayhawk Investment Strategies
Alberta, Canada
$107K 315
CWA
4744
Carolina Wealth Advisors
South Carolina
$103K 303 +85 +39%
CG
4745
Cutler Group
California
$95K 281 -1,219 -81%
MDCM
4746
Morgan Dempsey Capital Management
Wisconsin
$85.1K 250
VF
4747
VitalStone Financial
Texas
$77K 273 +29 +12%
APTFM
4748
AGUR Provident & Training Funds Management
Israel
$74.1K 21,722
GG
4749
Gleason Group
Kentucky
$67.8K 199
AWM
4750
Avondale Wealth Management
Texas
$66.7K 196 -60 -23%