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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 %
AMBIA
1651
Allen Mooney & Barnes Investment Advisors
Georgia
$18.3M +$1.01M +2,954 +6%
BEAM
1652
Baker Ellis Asset Management
Washington
$18.2M -$832K -2,443 -4%
SWP
1653
Strategic Wealth Partners
Ohio
$18.2M -$58.6K -172 -0.3%
CRB
1654
Chad R. Baker
$18.2M +$59.6K +175 +0.3%
BMC
1655
Benin Management Corp
Connecticut
$18.2M -$504K -1,481 -3%
WPP
1656
Whalerock Point Partners
Rhode Island
$18.1M +$202K +592 +1%
MCM
1657
Monarch Capital Management
Indiana
$18.1M -$538K -1,581 -3%
GWS
1658
Glassman Wealth Services
Virginia
$18.1M +$159K +468 +0.9%
CT
1659
Colonial Trust
South Carolina
$18.1M -$665K -1,952 -4%
LSPW
1660
Lake Street Private Wealth
Illinois
$18.1M -$152K -445 -0.8%
FNB
1661
Farmers National Bank
Kentucky
$18.1M +$114K +336 +0.6%
RWM
1662
Rench Wealth Management
Texas
$18M -$76.6K -225 -0.4%
GFA
1663
Gifford Fong Associates
California
$18M
EWM
1664
Executive Wealth Management
Michigan
$18M +$1.05M +3,070 +6%
RHDIC
1665
R.H. Dinel Investment Counsel
California
$18M
MSFP
1666
Mark Sheptoff Financial Planning
Connecticut
$18M -$502K -1,473 -3%
VW
1667
Vantage Wealth
California
$18M -$1.6M -4,690 -8%
BCM
1668
Bourgeon Capital Management
Connecticut
$18M -$67.8K -199 -0.4%
VA
1669
Valmark Advisers
Ohio
$18M -$852K -2,501 -5%
CICI
1670
Capital Investment Counsel Inc
North Carolina
$18M +$346K +1,017 +2%
ACM
1671
Adalta Capital Management
New York
$17.9M -$1.61M -4,735 -8%
HL
1672
HeadInvest LLC
Maine
$17.9M -$1.39M -4,316 -7%
HC
1673
Hendley & Co
Ohio
$17.8M -$48.4K -142 -0.3%
CCMINC
1674
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.8M -$93.3K -274 -0.5%
RSS
1675
Rosenblum Silverman Sutton
California
$17.8M -$739K -2,170 -4%