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Microsoft

4,824 hedge funds and large institutions have $1.66T invested in Microsoft in 2023 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 2,189 increasing their positions, 2,087 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,824
Holders Change
+47
Holders Change %
+0.98%
% of All Funds
76.91%
Holding in Top 10
2,659
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-0.34%
% of All Funds
42.39%
New
190
Increased
2,189
Reduced
2,087
Closed
90
Calls
$36.8B
Puts
$39B
Net Calls
-$2.21B
Net Calls Change
-$4.41B
Name Holding Trade Value Shares
Change
Shares
Change %
GC
2526
Globeflex Capital
California
$6.96M
VLC
2527
Van Leeuwen & Company
New Jersey
$6.96M -$36.3K -115 -0.5%
BEC
2528
Blue Edge Capital
Virginia
$6.95M +$105K +331 +2%
LFG
2529
Larson Financial Group
Missouri
$6.95M +$654K +2,072 +10%
ATFA
2530
All Terrain Financial Advisors
Minnesota
$6.94M -$214K -679 -3%
SN
2531
Sittner & Nelson
Oregon
$6.93M +$22.4K +71 +0.3%
AWM
2532
Accurate Wealth Management
Florida
$6.93M +$1.4M +4,230 +25%
MVA
2533
Mount Vernon Associates
Maryland
$6.91M -$35.4K -112 -0.5%
KIA
2534
Knollwood Investment Advisory
Maryland
$6.9M -$71.4K -226 -1%
FIM
2535
Freedom Investment Management
Connecticut
$6.9M +$2.18M +6,899 +46%
FWM
2536
Forefront Wealth Management
Pennsylvania
$6.88M +$4.42K +14 +0.1%
RFN
2537
RDA Financial Network
Iowa
$6.88M +$142K +450 +2%
IIC
2538
Integrated Investment Consultants
Michigan
$6.87M -$458K -1,452 -6%
CAM
2539
Costello Asset Management
Pennsylvania
$6.87M -$147K -465 -2%
FG
2540
Foster Group
Iowa
$6.86M +$236K +746 +4%
ITFISA
2541
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.85M -$2.38M -7,523 -26%
CSA
2542
Cottage Street Advisors
Massachusetts
$6.84M +$53.4K +169 +0.8%
CFA
2543
CWS Financial Advisors
Michigan
$6.83M +$38.8K +123 +0.6%
MSA
2544
Marino Stram & Associates
Massachusetts
$6.83M +$47.7K +151 +0.7%
PWA
2545
Providence Wealth Advisors
Illinois
$6.83M +$109K +341 +2%
OWA
2546
Octavia Wealth Advisors
Ohio
$6.83M +$428K +1,356 +7%
ETCM
2547
Evolutionary Tree Capital Management
Virginia
$6.82M -$290K -919 -4%
SIAP
2548
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.82M +$52.7K +167 +0.8%
FC
2549
Fusion Capital
South Carolina
$6.82M +$146K +463 +2%
LMKC
2550
L.M. Kohn & Company
Ohio
$6.81M +$129K +407 +2%