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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 %
IAS
1601
Investment Advisory Services
Texas
$19.6M +$115K +338 +0.6%
MCM
1602
Makena Capital Management
California
$19.6M -$4.69M -13,775 -19%
BAM
1603
Belpointe Asset Management
Nevada
$19.6M -$19.2M -56,416 -50%
Verition Fund Management
1604
Verition Fund Management
Connecticut
$19.5M +$1.47M +4,304 +8%
AR
1605
Advisory Research
Illinois
$19.5M +$3.01M +8,848 +18%
NG
1606
NatWest Group
United Kingdom
$19.5M +$2.52M +7,414 +15%
CHC
1607
City Holding Co
West Virginia
$19.5M -$120K -351 -0.6%
PGAM
1608
Princeton Global Asset Management
New Jersey
$19.5M -$2.02M -5,928 -9%
PBC
1609
Pavion Blue Capital
California
$19.5M -$112K -328 -0.6%
DA
1610
DCM Advisors
New York
$19.4M -$387K -1,137 -2%
AAS
1611
Annex Advisory Services
Wisconsin
$19.4M -$1.07M -3,136 -5%
ERWM
1612
Elk River Wealth Management
Colorado
$19.3M -$392K -1,152 -2%
SAM
1613
Strategy Asset Managers
California
$19.3M +$598K +1,756 +3%
TPCM
1614
Two Point Capital Management
New York
$19.3M -$283K -831 -1%
FHA
1615
Flagship Harbor Advisors
Massachusetts
$19.2M -$313K -920 -2%
WCF
1616
West Coast Financial
California
$19.2M -$101K -298 -0.5%
CWA
1617
Canvas Wealth Advisors
Kansas
$19.1M -$1.6M -4,650 -8%
CM
1618
Corvex Management
New York
$19.1M -$1.75M -5,146 -8%
1CP
1619
11 Capital Partners
Connecticut
$19M -$3.25M -9,550 -15%
WC
1620
Westwind Capital
New Mexico
$19M -$7.74M -22,719 -29%
IMC Chicago
1621
IMC Chicago
Illinois
$19M +$19M +55,722 New
LCC
1622
Lincoln Capital Corp
Rhode Island
$19M -$114K -336 -0.6%
CPC
1623
Consolidated Planning Corp
Georgia
$18.9M +$654K +1,921 +4%
SIA
1624
Schechter Investment Advisors
Michigan
$18.9M +$260K +763 +1%
EAM
1625
EULAV Asset Management
Florida
$18.9M -$167K -491 -0.9%