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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 %
CTI
801
Community Trust & Investment
Kentucky
$69.6M -$1.97M -5,788 -3%
MPM
802
Meritage Portfolio Management
Kansas
$69.5M +$27.2K +80 +0%
SL
803
Summitry LLC
California
$69.5M -$15.9M -46,820 -19%
VVP
804
Venture Visionary Partners
Ohio
$69.5M -$1.67M -4,890 -2%
ECM
805
Everence Capital Management
Indiana
$69M
FCBT
806
First Citizens Bank & Trust
North Carolina
$69M +$12.7M +37,344 +23%
DIA
807
Davidson Investment Advisors
Montana
$68.8M -$8.23M -24,170 -11%
SFI
808
Siemens Fonds Invest
Germany
$68.8M +$35.6K +105 +0.1%
CWM
809
Calamos Wealth Management
Illinois
$68.7M -$265K -778 -0.4%
BWP
810
Baldwin Wealth Partners
Massachusetts
$68.6M -$7.22M -21,207 -10%
FNBT
811
FineMark National Bank & Trust
Florida
$68.5M -$603K -1,771 -0.9%
ZIC
812
ZWJ Investment Counsel
Georgia
$68.4M -$1.07M -3,141 -2%
SC
813
SouthState Corp
Florida
$68.3M -$1.77M -5,189 -3%
PA
814
Paralel Advisors
Colorado
$68.1M
FAB
815
First American Bank
Illinois
$68M -$1.98M -5,820 -3%
ECM
816
Estabrook Capital Management
New York
$67.9M -$1.71M -5,036 -2%
LF
817
Lannebo Fonder
Sweden
$67.8M +$63.2M +185,500 +1,374%
LMIM
818
Lockheed Martin Investment Management
Maryland
$67.8M -$7.95M -23,350 -11%
HCMG
819
Howard Capital Management Group
California
$67.7M -$928K -2,724 -1%
NIMI
820
Natixis Investment Managers International
France
$67.4M -$4.45M -13,055 -6%
LNC
821
Lincoln National Corp
Pennsylvania
$67.1M -$503K -1,476 -0.7%
MA
822
Mutual Advisors
Nebraska
$67M +$304K +892 +0.5%
IHL
823
Investment House LLC
California
$67M -$1.09M -3,205 -2%
BSW
824
Buckingham Strategic Wealth
Missouri
$66.9M +$11.9M +34,930 +22%
CCM
825
Compass Capital Management
Minnesota
$66.8M -$6.31M -18,535 -9%