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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 %
NW
2276
Naviter Wealth
Arkansas
$9.11M +$935K +2,746 +11%
CCFM
2277
Clear Creek Financial Management
Washington
$9.1M -$262K -769 -3%
HH
2278
HWG Holdings
Texas
$9.08M +$473K +1,390 +5%
BIM
2279
Barton Investment Management
Pennsylvania
$9.07M
MMM
2280
Mendel Money Management
Illinois
$9.06M -$382K -1,123 -4%
PSP
2281
Principal Street Partners
Tennessee
$9.06M +$266K +781 +3%
FWM
2282
Finer Wealth Management
Massachusetts
$9.05M -$117K -344 -1%
GWCM
2283
Godshalk Welsh Capital Management
Pennsylvania
$9.05M -$278K -815 -3%
MFG
2284
Magnus Financial Group
New York
$9.04M +$299K +878 +3%
LCM
2285
Liberty Capital Management
Michigan
$9.03M +$98.4K +289 +1%
VCP
2286
Vista Capital Partners
Oregon
$9.03M -$3.75K -11 -0%
CM
2287
Crestline Management
Texas
$9.02M +$511K +1,500 +6%
S
2288
SimplyRich
California
$9M -$32.4K -95 -0.4%
FCA
2289
FinTrust Capital Advisors
South Carolina
$9M
CFP
2290
Catalyst Financial Partners
Massachusetts
$8.99M +$1.08M +3,168 +14%
EWG
2291
Executive Wealth Group
Washington
$8.98M +$341 +1 +0%
BCM
2292
Brown Capital Management
Maryland
$8.98M -$130K -382 -1%
KC
2293
Kingfisher Capital
North Carolina
$8.98M -$94K -276 -1%
LWP
2294
LMG Wealth Partners
Louisiana
$8.96M -$88.5K -260 -1%
SSWM
2295
Sheets Smith Wealth Management
North Carolina
$8.96M +$1.3M +3,811 +17%
CCWA
2296
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.95M -$774K -2,273 -8%
FFS
2297
Founders Financial Securities
Maryland
$8.95M -$535K -1,570 -6%
HWMG
2298
Hurlow Wealth Management Group
Indiana
$8.95M +$3.41K +10 +0%
C
2299
Certuity
Florida
$8.94M +$1.89M +5,554 +27%
WCM
2300
Wisconsin Capital Management
Wisconsin
$8.91M -$1.43M -4,200 -14%