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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 %
AJ
1426
Ashburton (Jersey)
Jersey
$24.3M +$159K +466 +0.7%
BHPW
1427
Beverly Hills Private Wealth
California
$24.1M +$10M +30,536 +71%
BC
1428
Blackhill Capital
New Jersey
$24.1M -$409K -1,200 -2%
TFA
1429
Toth Financial Advisory
Virginia
$24.1M -$7.49K -22 -0%
PPW
1430
Parcion Private Wealth
Washington
$24.1M +$596K +1,750 +3%
VST
1431
Van Strum & Towne
California
$24.1M -$23.5K -69 -0.1%
FMWA
1432
Forvis Mazars Wealth Advisors
Missouri
$24.1M +$1.39M +4,080 +6%
AF
1433
Advisornet Financial
Minnesota
$24M -$315K -926 -1%
SL
1434
Salomon & Ludwin
Virginia
$24M +$106K +311 +0.4%
RIL
1435
Rothschild Investment LLC
Illinois
$24M +$340K +997 +1%
PAM
1436
Peak Asset Management
Colorado
$24M -$703K -2,063 -3%
VWM
1437
Venturi Wealth Management
Texas
$23.9M +$83.8K +246 +0.4%
KC
1438
KCL Capital
New York
$23.8M -$10.2M -30,000 -30%
ACM
1439
Alight Capital Management
New York
$23.8M +$8.51M +25,000 +56%
EAMA
1440
EFG Asset Management (Americas)
Florida
$23.8M -$1.13M -3,319 -5%
ECI
1441
EFG Capital International
Florida
$23.8M +$23.8M +69,949 New
RP
1442
Rice Partnership
Hawaii
$23.8M +$127K +374 +0.5%
ETC
1443
Exchange Traded Concepts
Oklahoma
$23.8M -$113K -333 -0.5%
CHAM
1444
Clear Harbor Asset Management
Connecticut
$23.8M +$3.63M +10,658 +18%
GL
1445
Graypoint LLC
New York
$23.7M +$1.28M +3,770 +6%
SVCP
1446
Silicon Valley Capital Partners
California
$23.7M -$1.77M -5,194 -7%
CB
1447
Community Bank
New York
$23.7M -$998K -2,931 -4%
PCTC
1448
Perkins Coie Trust Company
Washington
$23.6M -$605K -1,778 -2%
AWAG
1449
ARS Wealth Advisors Group
Florida
$23.6M -$213K -625 -0.9%
LPT
1450
Legacy Private Trust
Wisconsin
$23.6M +$488K +1,433 +2%