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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 %
NA
2601
Navellier & Associates
Nevada
$6.43M +$4.47M +14,146 +227%
APW
2602
Austin Private Wealth
Texas
$6.43M +$104K +328 +2%
BLC
2603
Brown, Lisle/Cummings
Rhode Island
$6.42M +$28.4K +90 +0.4%
CAWM
2604
Capital Advisors Wealth Management
Washington
$6.42M +$345K +1,092 +6%
UCB
2605
United Community Bank
South Carolina
$6.41M +$4.8M +15,194 +297%
BRA
2606
Bender Robert & Associates
California
$6.41M +$111K +353 +2%
NRC
2607
New Republic Capital
North Carolina
$6.39M +$220K +698 +4%
WE
2608
Wealth Effects
Massachusetts
$6.38M -$128K -404 -2%
MPM
2609
MBB Public Markets
Illinois
$6.38M +$1.26K +4 +0%
KA
2610
Kercheville Advisors
Texas
$6.37M -$17.7K -56 -0.3%
LCM
2611
LCM Capital Management
Illinois
$6.37M +$194K +614 +3%
SAM
2612
SignalPoint Asset Management
Missouri
$6.36M +$117K +369 +2%
TCPG
2613
Trivant Custom Portfolio Group
California
$6.36M +$81.8K +259 +1%
FFA
2614
Fairfield Financial Advisors
Massachusetts
$6.36M -$242K -766 -4%
AFG
2615
Allegheny Financial Group
Pennsylvania
$6.33M +$1.31M +4,143 +26%
CPSC
2616
Carl P. Sherr & Co
Massachusetts
$6.32M +$19.9K +63 +0.3%
TAM
2617
Telemark Asset Management
Massachusetts
$6.32M
BOC
2618
Barbara Oil Co
Illinois
$6.32M
ACM
2619
Alcosta Capital Management
California
$6.32M +$12.3K +39 +0.2%
NFAM
2620
North Fourth Asset Management
New Jersey
$6.32M +$3.54M +11,200 +127%
CG
2621
Clarus Group
Texas
$6.3M -$36K -114 -0.6%
NWM
2622
Northcape Wealth Management
New York
$6.29M -$147K -464 -2%
BCPE
2623
Bain Capital Public Equity
Massachusetts
$6.29M +$1.43M +4,523 +29%
PBK
2624
Peoples Bank (Kansas)
Kansas
$6.29M +$6.29M +19,923 New
FUBT
2625
First United Bank & Trust
Maryland
$6.29M -$34.7K -110 -0.5%