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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 %
IC
2026
Inscription Capital
Texas
$11.8M -$568K -1,668 -5%
TA
2027
Tiedemann Advisors
New York
$11.8M +$3.51M +10,316 +42%
XI
2028
XXEC Inc
Oklahoma
$11.8M -$238K -700 -2%
WCA
2029
Westover Capital Advisors
Delaware
$11.8M +$341 +1 +0%
LI
2030
Lafayette Investments
Maryland
$11.8M +$23.2K +68 +0.2%
AAMA
2031
Advanced Asset Management Advisors
Ohio
$11.8M -$87.2K -256 -0.7%
GFP
2032
Gryphon Financial Partners
Ohio
$11.8M -$408K -1,199 -3%
AWE
2033
Avidian Wealth Enterprises
Texas
$11.8M -$7.3M -21,451 -38%
FNBOMD
2034
First National Bank of Mount Dora
Florida
$11.7M -$490K -1,438 -4%
GDP
2035
Great Diamond Partners
Maine
$11.7M -$41.5K -122 -0.4%
SFM
2036
Sphera Funds Management
Israel
$11.7M -$6.92M -20,311 -37%
FHCM
2037
Force Hill Capital Management
New York
$11.7M +$3.2M +9,400 +38%
IIA
2038
IPG Investment Advisors
California
$11.7M +$526K +1,546 +5%
FWP
2039
FAS Wealth Partners
Kansas
$11.7M +$368K +1,082 +3%
FAM
2040
Formidable Asset Management
Ohio
$11.6M -$1.48M -4,354 -11%
SF
2041
Symphony Financial
Texas
$11.6M -$605K -1,805 -5%
GPTE
2042
Generali Powszechne Towarzystwo Emerytalne
Poland
$11.6M +$4.77M +14,000 +70%
WP
2043
Westmount Partners
California
$11.6M +$29.3K +86 +0.3%
OIM
2044
Orca Investment Management
Oregon
$11.6M -$138K -404 -1%
CBB
2045
Citizens Business Bank
California
$11.6M -$635K -1,865 -5%
SW
2046
SlateStone Wealth
Florida
$11.6M -$50.1K -147 -0.4%
SCA
2047
Stokes Capital Advisors
South Carolina
$11.6M -$1.57M -4,609 -12%
MFFIA
2048
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$11.6M -$13.3K -39 -0.1%
CWM
2049
Chesapeake Wealth Management
Virginia
$11.6M +$772K +2,266 +7%
FWC
2050
First Washington Corp
Washington
$11.6M