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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 %
HVP
2426
Hudson Value Partners
Florida
$7.9M +$299K +879 +4%
FFA
2427
Farther Finance Advisors
California
$7.88M +$3.64M +10,683 +86%
GAG
2428
Goodman Advisory Group
Massachusetts
$7.87M -$1.26M -3,697 -14%
LCM
2429
Leisure Capital Management
California
$7.85M -$303K -891 -4%
APIM
2430
Agate Pass Investment Management
Washington
$7.83M +$55.8K +164 +0.7%
MLA
2431
My Legacy Advisors
Oregon
$7.83M +$1.06M +3,093 +16%
CCS
2432
Concentric Capital Strategies
Connecticut
$7.82M +$7.82M +22,969 New
IAS
2433
IMA Advisory Services
Colorado
$7.82M -$855K -2,511 -10%
MSFS
2434
Main Street Financial Solutions
Pennsylvania
$7.8M +$223K +655 +3%
RCM
2435
RB Capital Management
Nevada
$7.8M +$13.6K +40 +0.2%
CWAG
2436
Compton Wealth Advisory Group
Virginia
$7.79M -$386K -1,134 -5%
DWM
2437
Drive Wealth Management
Utah
$7.77M +$1.34M +3,945 +21%
BWP
2438
BSW Wealth Partners
Colorado
$7.76M -$2.19M -6,444 -22%
AG
2439
Algert Global
California
$7.76M +$2.47M +7,245 +47%
EA
2440
Emerald Advisers
Pennsylvania
$7.75M
WMP
2441
Wealth Management Partners
Arizona
$7.75M +$79.7K +234 +1%
LF
2442
Lee Financial
Texas
$7.74M -$261K -766 -3%
OBGC
2443
O'Brien Greene & Co
Pennsylvania
$7.74M -$95.7K -281 -1%
AI
2444
AXS Investments
New York
$7.74M -$1.2M -3,525 -13%
SCM
2445
Saber Capital Management
North Carolina
$7.74M -$108K -316 -1%
ACM
2446
AlphaStar Capital Management
North Carolina
$7.73M -$447K -1,314 -5%
EWA
2447
Encompass Wealth Advisors
Oregon
$7.72M -$75.9K -223 -1%
HCM
2448
Hengehold Capital Management
Ohio
$7.72M -$99.4K -292 -1%
ATFA
2449
All Terrain Financial Advisors
Minnesota
$7.71M -$359K -1,055 -4%
PPC
2450
Park Place Capital
Alabama
$7.71M -$51.1K -150 -0.7%