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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 %
WBG
2651
Wharton Business Group
Pennsylvania
$6.15M -$7.89K -25 -0.1%
OGC
2652
Oak Grove Capital
New Hampshire
$6.15M +$363K +1,149 +6%
BV
2653
Boxwood Ventures
Illinois
$6.15M
BFG
2654
Beacon Financial Group
Texas
$6.15M +$7.54K +23 +0.1%
PI
2655
Pettee Investors
Connecticut
$6.15M -$87.8K -278 -1%
CBFP
2656
Cedar Brook Financial Partners
Ohio
$6.14M -$174K -551 -3%
RCWM
2657
Royal Capital Wealth Management
Indiana
$6.13M +$5.37K +17 +0.1%
MIM
2658
MTM Investment Management
South Carolina
$6.13M -$110K -349 -2%
ACM
2659
AlphaStar Capital Management
North Carolina
$6.13M -$1.03M -3,266 -14%
WA
2660
Waddell & Associates
Tennessee
$6.12M +$99.5K +315 +2%
AFG
2661
Atomi Financial Group
New York
$6.12M +$323K +1,024 +6%
RCM
2662
Regency Capital Management
Hawaii
$6.12M -$481K -1,523 -7%
AIM
2663
AHL Investment Management
Florida
$6.12M -$22.1K -70 -0.4%
VWMG
2664
Virginia Wealth Management Group
Virginia
$6.11M +$90K +285 +1%
SV
2665
Sturgeon Ventures
United Kingdom
$6.11M -$915K -2,898 -13%
BOS
2666
Bank of Stockton
California
$6.1M +$40.7K +124 +0.7%
DCM
2667
DGS Capital Management
New Jersey
$6.08M +$619K +1,959 +11%
SAM
2668
Secure Asset Management
Michigan
$6.08M +$369K +1,169 +6%
AP
2669
Adero Partners
California
$6.07M +$765K +2,423 +14%
PPP
2670
Private Portfolio Partners
New Jersey
$6.07M +$190K +601 +3%
ISWM
2671
Independent Solutions Wealth Management
New York
$6.07M +$257K +815 +4%
GP
2672
Greenline Partners
New York
$6.06M
GC
2673
GFG Capital
Florida
$6.06M +$21.5K +68 +0.4%
ARC
2674
Advisor Resource Council
Texas
$6.05M -$208K -659 -3%
BOM
2675
Bank of Marin
California
$6.05M -$271K -859 -4%