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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 %
VWA
2701
V Wealth Advisors
Kansas
$5.94M -$16.8M -53,324 -74%
LM
2702
Lincluden Management
Ontario, Canada
$5.93M -$72.9K -231 -1%
AIM
2703
Aspen Investment Management
Michigan
$5.93M +$138K +436 +2%
HFA
2704
Harbert Fund Advisors
Alabama
$5.92M +$1.18M +3,750 +25%
EWM
2705
Evermay Wealth Management
Virginia
$5.92M +$474K +1,502 +9%
CIP
2706
Convergence Investment Partners
Florida
$5.92M +$315K +999 +6%
ARMT
2707
Amica Retiree Medical Trust
Rhode Island
$5.92M
TC
2708
TwinBeech Capital
New York
$5.91M +$5.91M +18,708 New
AFG
2709
AFS Financial Group
Maryland
$5.91M -$10.1K -32 -0.2%
FWA
2710
FSM Wealth Advisors
Ohio
$5.89M -$460K -1,457 -7%
FCA
2711
FLC Capital Advisors
California
$5.88M -$49.3K -156 -0.8%
SM
2712
Sweeney & Michel
California
$5.88M +$58.1K +160 +1%
CASB
2713
Cape Ann Savings Bank
Massachusetts
$5.87M -$140K -443 -2%
NG
2714
NWK Group
California
$5.86M +$97.3K +308 +2%
WR
2715
WD Rutherford
Oregon
$5.85M -$60.3K -191 -1%
GA
2716
GSG Advisors
New Jersey
$5.83M +$5.83M +18,473 New
SXL
2717
Summit X LLC
Missouri
$5.83M -$3.89M -12,307 -40%
CH
2718
Canton Hathaway
Rhode Island
$5.83M -$403K -1,275 -6%
USB
2719
Union Savings Bank
Connecticut
$5.83M +$120K +381 +2%
LS
2720
Leelyn Smith
Illinois
$5.81M -$175K -554 -3%
LWA
2721
Lineweaver Wealth Advisors
Ohio
$5.81M +$275K +871 +5%
BA
2722
Bluesphere Advisors
Pennsylvania
$5.79M -$104K -329 -2%
WMA
2723
West Michigan Advisors
Michigan
$5.79M -$12.9K -41 -0.2%
BSI
2724
Bennett Selby Investments
Maine
$5.79M +$122K +385 +2%
BWS
2725
Buck Wealth Strategies
Colorado
$5.79M +$113K +357 +2%