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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 %
SWM
2551
Sculati Wealth Management
Michigan
$6.81M +$84.3K +267 +1%
OBGC
2552
O'Brien Greene & Co
Pennsylvania
$6.8M -$376K -1,191 -5%
BL
2553
BCWM LLC
Kansas
$6.79M +$9.47K +30 +0.1%
IFAM
2554
Institutional & Family Asset Management
Colorado
$6.79M +$2.21K +7 +0%
WDC
2555
Woodward Diversified Capital
California
$6.79M +$153K +485 +2%
SCA
2556
Scott Capital Advisors
Oregon
$6.78M +$52.9K +159 +0.8%
CFG
2557
Cambridge Financial Group
Ohio
$6.77M +$6.77M +21,445 New
SG
2558
Somerset Group
Minnesota
$6.77M -$647K -2,048 -9%
KL
2559
KWMG LLC
Kansas
$6.77M -$96K -304 -1%
EWM
2560
EPG Wealth Management
Georgia
$6.75M +$132K +418 +2%
PAMG
2561
Patton Albertson Miller Group
Tennessee
$6.7M +$322K +1,019 +5%
VT
2562
Vise Technologies
New York
$6.69M +$530K +1,680 +9%
GCIM
2563
Gunn & Company Investment Management
Florida
$6.69M +$6.69M +21,173 New
LFP
2564
Lakeshore Financial Planning
Michigan
$6.68M +$6.68M +21,158 New
SFG
2565
Synergy Financial Group
California
$6.68M +$960K +3,040 +17%
UAM
2566
Unison Asset Management
Florida
$6.67M +$237K +750 +4%
CWG
2567
Crown Wealth Group
North Carolina
$6.66M -$342K -1,084 -5%
FA
2568
Financial Advisors
Massachusetts
$6.66M +$160K +506 +2%
LA
2569
Lindenwold Advisors
Pennsylvania
$6.66M -$1.9K -6 -0%
PP
2570
Prospector Partners
Connecticut
$6.66M +$31.6K +100 +0.5%
CAMV
2571
Concord Asset Management (Virginia)
Virginia
$6.65M +$874K +2,767 +15%
CHP
2572
Cable Hill Partners
Oregon
$6.64M +$104K +330 +2%
BDS
2573
Banco de Sabadell
Florida
$6.63M -$342K -1,082 -5%
SC
2574
Slow Capital
California
$6.63M +$236K +746 +4%
DWM
2575
Dorchester Wealth Management
Quebec, Canada
$6.62M -$1.01M -3,189 -13%