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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 %
GIS
2051
Graphene Investments SAS
France
$11.5M -$3.06M -9,000 -21%
CIG
2052
Consolidated Investment Group
Colorado
$11.5M
BIG
2053
Builder Investment Group
Georgia
$11.5M -$23.8K -70 -0.2%
SFP
2054
Sandbox Financial Partners
Maryland
$11.5M +$262K +770 +2%
CWA
2055
Consilio Wealth Advisors
Washington
$11.5M +$2.08M +6,103 +22%
UCI
2056
Uncommon Cents Investing
Wisconsin
$11.5M -$54.5K -160 -0.5%
PFA
2057
Pure Financial Advisors
California
$11.5M +$339K +996 +3%
CNC
2058
Citizens & Northern Corp
Pennsylvania
$11.5M +$208K +610 +2%
DTC
2059
Davidson Trust Company
Washington
$11.4M +$120K +352 +1%
CCM
2060
Carderock Capital Management
Maryland
$11.4M -$41.9K -123 -0.4%
AIA
2061
AIMZ Investment Advisors
California
$11.4M -$115K -339 -1%
TCWA
2062
Ten Capital Wealth Advisors
Washington
$11.4M +$5.53M +16,226 +94%
CIC
2063
Chase Investment Counsel
Virginia
$11.4M +$850K +2,495 +8%
DCM
2064
Dudley Capital Management
Virginia
$11.4M -$82.4K -242 -0.7%
EW
2065
Evexia Wealth
Wisconsin
$11.3M -$210K -599 -2%
HCA
2066
Harbour Capital Advisors
Virginia
$11.3M -$1.09M -3,225 -9%
JWM
2067
Jupiter Wealth Management
Colorado
$11.3M +$662K +1,944 +6%
SFP
2068
Shepherd Financial Partners
Massachusetts
$11.3M +$331K +973 +3%
TF
2069
Trek Financial
Arizona
$11.3M +$2.33M +6,840 +26%
SHA
2070
Seneca House Advisors
Virginia
$11.3M -$1.52M -4,468 -12%
MFG
2071
MidWestOne Financial Group
Iowa
$11.3M +$535K +1,570 +5%
DBIA
2072
Dumont & Blake Investment Advisors
New Jersey
$11.3M -$220K -646 -2%
HCC
2073
Hirtle Callaghan & Co
Pennsylvania
$11.3M -$456K -1,339 -4%
FP
2074
Financial Perspectives
Minnesota
$11.3M +$1.02K +3 +0%
GLR
2075
Great Lakes Retirement
Ohio
$11.2M +$171K +503 +2%