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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 %
HCA
1876
Horan Capital Advisors
Ohio
$14.3M -$65.4K -192 -0.5%
HI
1877
Humankind Investments
New York
$14.2M +$573K +1,684 +4%
IPW
1878
Inlet Private Wealth
Florida
$14.2M -$335K -983 -2%
PGA
1879
Portland Global Advisors
Maine
$14.2M -$191K -560 -1%
HDIM
1880
Hanson & Doremus Investment Management
Vermont
$14.2M -$8.17K -24 -0.1%
HA
1881
Herold Advisors
New York
$14.1M +$135K +397 +1%
FPAS
1882
Focus Partners Advisor Solutions
Missouri
$14.1M -$204K -598 -1%
CW
1883
CIC Wealth
Maryland
$14.1M +$20.1K +59 +0.1%
RFM
1884
Royal Fund Management
Florida
$14M -$1.58M -4,647 -10%
CFS
1885
CRA Financial Services
New Jersey
$14M -$278K -817 -2%
DPIM
1886
Duff & Phelps Investment Management
Illinois
$14M -$1M -2,940 -7%
LHC
1887
Little House Capital
Massachusetts
$14M +$208K +611 +2%
SWM
1888
Silverlake Wealth Management
Vermont
$13.9M -$12.6K -37 -0.1%
Group One Trading
1889
Group One Trading
Illinois
$13.9M -$13.9M -40,854 -50%
BE
1890
Bonness Enterprises
District of Columbia
$13.9M -$204K -600 -1%
SIA
1891
SeaBridge Investment Advisors
New Jersey
$13.9M +$120K +352 +0.9%
ACM
1892
Argyle Capital Management
Pennsylvania
$13.9M -$844K -2,477 -6%
MFS
1893
Madrona Financial Services
Washington
$13.9M -$832K -2,444 -6%
RA
1894
RFG Advisory
Alabama
$13.9M -$41.9K -123 -0.3%
CG
1895
CFO4Life Group
Texas
$13.8M +$208K +612 +2%
CF
1896
Clarity Financial
Texas
$13.8M +$12.8M +37,623 +1,338%
BC
1897
Belmont Capital
California
$13.7M +$2.38M +7,003 +21%
SCP
1898
Seizert Capital Partners
Michigan
$13.7M -$598K -1,757 -4%
BWM
1899
BerganKDV Wealth Management
Minnesota
$13.6M -$366K -1,076 -3%
TWM
1900
TLW Wealth Management
Florida
$13.6M -$125K -367 -0.9%