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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 %
WPC
2076
White Pine Capital
Minnesota
$11.2M +$59.6K +175 +0.5%
TCOO
2077
Trust Company of Oklahoma
Oklahoma
$11.2M -$541K -1,589 -5%
BFA
2078
Buttonwood Financial Advisors
Maryland
$11.2M +$837K +2,457 +8%
CWC
2079
Carolinas Wealth Consulting
North Carolina
$11.2M -$78.7K -768 -0.7%
CWM
2080
Chronos Wealth Management
Florida
$11.2M -$339K -995 -3%
NCM
2081
Northside Capital Management
Oregon
$11.1M -$1.02M -2,994 -8%
SIA
2082
Strategic Investment Advisors
Michigan
$11.1M +$491K +1,442 +5%
LC
2083
Lavaca Capital
Texas
$11.1M -$472K -1,387 -4%
CWM
2084
Concentric Wealth Management
California
$11.1M -$466K -1,368 -4%
ZIG
2085
Zullo Investment Group
Pennsylvania
$11.1M -$66.7K -196 -0.6%
BBNA
2086
Bremer Bank National Association
Minnesota
$11.1M -$897K -2,633 -7%
AWA
2087
Artemis Wealth Advisors
New York
$11.1M +$9.54M +28,000 +615%
BONH
2088
Bank of New Hampshire
New Hampshire
$11.1M -$325K -955 -3%
TWA
2089
TCI Wealth Advisors
Arizona
$11.1M -$1.36K -4 -0%
AG
2090
Advocate Group
Minnesota
$11.1M -$35.4K -104 -0.3%
NWM
2091
NEIRG Wealth Management
Massachusetts
$11.1M -$874K -2,567 -7%
CI
2092
Carroll Investors
South Carolina
$11M +$162K +475 +1%
NB
2093
Nicolet Bankshares
Wisconsin
$11M +$2.13M +7,702 +24%
TCM
2094
Telos Capital Management
California
$11M +$18.7K +55 +0.2%
AWM
2095
Affinity Wealth Management
Delaware
$11M +$264K +776 +2%
BKA
2096
Brick & Kyle Associates
Pennsylvania
$11M -$23.3K -69 -0.2%
TNA
2097
True North Advisors
Texas
$11M +$1.18M +3,467 +12%
BO
2098
Bank OZK
Arkansas
$11M -$603K -1,772 -5%
WPIC
2099
White Pine Investment Company
Michigan
$10.9M -$370K -1,087 -3%
TIA
2100
Tiemann Investment Advisors
California
$10.9M -$351K -1,032 -3%