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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 %
BRM
1751
Boston Research & Management
Massachusetts
$16.3M -$613K -1,800 -4%
FNBTCON
1752
First National Bank & Trust Co of Newtown
Pennsylvania
$16.3M -$327K -960 -2%
GGI
1753
GPM Growth Investors
Michigan
$16.3M -$52.4K -154 -0.3%
PCMK
1754
Paragon Capital Management (Kansas)
Kansas
$16.3M -$303K -889 -2%
CCM
1755
Consolidated Capital Management
California
$16.2M -$321K -942 -2%
AFGAS
1756
Allegiance Financial Group Advisory Services
Virginia
$16.2M -$396K -1,164 -2%
SIP
1757
Stoneridge Investment Partners
Pennsylvania
$16.2M +$752K +2,209 +5%
BIA
1758
Biondo Investment Advisors
Pennsylvania
$16.1M -$279K -820 -2%
MP
1759
McDonald Partners
Ohio
$16.1M -$362K -1,063 -2%
FCP
1760
Fidelis Capital Partners
Florida
$16.1M +$731K +2,146 +5%
NB
1761
Northwest Bancshares
Pennsylvania
$16.1M -$596K -1,749 -4%
AC
1762
AMS Capital
Brazil
$16M +$16M +47,129 New
RGC
1763
Roberts, Glore & Co
Illinois
$16M -$639K -1,875 -4%
FFM
1764
Forum Financial Management
Illinois
$16M -$554K -1,626 -3%
CAAS
1765
Capital Asset Advisory Services
Michigan
$16M +$273K +791 +2%
BFA
1766
Benedict Financial Advisors
Georgia
$16M -$591K -1,736 -4%
CWM
1767
Circle Wealth Management
New Jersey
$15.9M -$236K -694 -1%
LOPW
1768
Live Oak Private Wealth
North Carolina
$15.9M -$267K -785 -2%
WEG
1769
World Equity Group
Illinois
$15.9M -$95.5M -280,451 -86%
MWM
1770
Marietta Wealth Management
Georgia
$15.9M -$492K -1,446 -3%
MBT
1771
Montecito Bank & Trust
California
$15.8M -$211K -621 -1%
NCM
1772
Northwest Capital Management
Oregon
$15.8M +$2.3M +6,750 +17%
SIM
1773
Sentry Investment Management
Wisconsin
$15.8M -$431K -1,266 -3%
MAM
1774
Morse Asset Management
Connecticut
$15.8M -$46.7K -137 -0.3%
AWCI
1775
Alpine Woods Capital Investors
New York
$15.8M -$255K -750 -2%