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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 %
AFM
1976
Abbot Financial Management
Massachusetts
$12.5M -$172K -504 -1%
FPFS
1977
First Personal Financial Services
North Carolina
$12.5M -$331K -971 -3%
MYIA
1978
Mount Yale Investment Advisors
Colorado
$12.5M -$447K -1,313 -3%
GSEP
1979
Golden State Equity Partners
California
$12.5M +$3.64M +10,686 +41%
FPGK
1980
Financial Partners Group (Kansas)
Kansas
$12.5M +$26.9K +82 +0.2%
SCP
1981
Shorepoint Capital Partners
Massachusetts
$12.4M -$259K -762 -2%
FNWM
1982
Financial Network Wealth Management
Utah
$12.4M -$216K -639 -2%
GMA
1983
Glassy Mountain Advisors
Maryland
$12.4M +$12.4M +36,470 New
4WM
1984
44 Wealth Management
Oregon
$12.4M -$344K -1,011 -3%
HH
1985
Hilltop Holdings
Texas
$12.4M +$342K +1,004 +3%
BMWM
1986
Brown Miller Wealth Management
Virginia
$12.4M -$36.4K -107 -0.3%
TCCM
1987
Timber Creek Capital Management
Massachusetts
$12.4M -$4.01M -11,787 -25%
SM
1988
STF Management
Texas
$12.4M -$9.6M -28,204 -44%
JHA
1989
Jackson Hill Advisors
Texas
$12.3M -$3.32M -9,750 -21%
TNBTD
1990
Trustmark National Bank Trust Department
Mississippi
$12.3M -$417K -1,224 -3%
PTP
1991
Platform Technology Partners
New York
$12.3M -$295K -887 -2%
LBC
1992
Lawrence B. Cohen
$12.3M -$331K -973 -3%
KWA
1993
Kingswood Wealth Advisors
California
$12.3M +$12.3M +36,115 New
NC
1994
NBW Capital
Massachusetts
$12.3M -$241K -708 -2%
APWM
1995
Argonautica Private Wealth Management
Massachusetts
$12.3M -$51.8K -152 -0.4%
AT
1996
Arden Trust
Delaware
$12.2M -$1.01M -2,953 -8%
STC
1997
Sarah T. Connolly
$12.2M -$63K -185 -0.5%
Financial Engines Advisors
1998
Financial Engines Advisors
California
$12.2M -$1.12M -3,281 -8%
CPIH
1999
Consolidated Press International Holdings
Australia
$12.2M
AFT
2000
Alpha Family Trust
California
$12.2M