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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 %
RCG
2576
Regatta Capital Group
California
$6.61M -$216K -685 -3%
KWS
2577
Keystone Wealth Services
California
$6.61M +$18.6K +59 +0.3%
SFG
2578
Snider Financial Group
Washington
$6.6M +$188K +595 +3%
WIM
2579
WealthPlan Investment Management
Nebraska
$6.58M +$1.86M +5,890 +39%
WMA
2580
Wealth Management Associates
New Jersey
$6.58M +$29K +92 +0.4%
CGA
2581
Crescent Grove Advisors
Illinois
$6.57M -$306K -968 -4%
TWP
2582
Tempus Wealth Planning
California
$6.57M -$1.11M -3,517 -14%
PIM
2583
Platinum Investment Management
Australia
$6.55M +$54.3K +172 +0.8%
SCP
2584
Steamboat Capital Partners
New York
$6.54M +$121K +383 +2%
LF
2585
Lee Financial
Texas
$6.53M -$646K -2,047 -9%
LCM
2586
Legato Capital Management
California
$6.52M +$39.8K +126 +0.6%
BWG
2587
Beta Wealth Group
California
$6.52M -$297K -940 -4%
GA
2588
Gateway Advisory
New Jersey
$6.5M +$690K +2,184 +12%
SNBOSD
2589
Security National Bank of So Dak
Iowa
$6.5M -$4.74K -15 -0.1%
AW
2590
Alaethes Wealth
Nevada
$6.5M +$289K +915 +5%
RVPG
2591
Relative Value Partners Group
$6.49M +$2.82M +8,920 +77%
CPIA
2592
Cornell Pochily Investment Advisors
New York
$6.49M -$947 -3 -0%
WP
2593
WealthPLAN Partners
Nebraska
$6.49M +$1.57M +4,978 +32%
CWM
2594
CCG Wealth Management
California
$6.49M -$28.7K -91 -0.4%
KMWM
2595
Keudell/Morrison Wealth Management
Oregon
$6.48M -$54.9K -174 -0.8%
BMA
2596
Brooks Moore & Associates
Tennessee
$6.48M -$333K -1,055 -5%
AA
2597
Alta Advisers
United Kingdom
$6.47M +$126K +400 +2%
KLCM
2598
KG&L Capital Management
Louisiana
$6.44M +$381K +1,207 +6%
PWM
2599
Prosperity Wealth Management
California
$6.44M +$93.5K +296 +1%
HG
2600
Herbst Group
Connecticut
$6.44M +$67.3K +213 +1%