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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 %
BMC
2726
Beaton Management Company
Massachusetts
$5.79M -$13.3K -42 -0.2%
BCM
2727
Bienville Capital Management
New York
$5.79M -$47.4K -150 -0.8%
CCM
2728
Connective Capital Management
California
$5.78M
LA
2729
LexAurum Advisors
Kansas
$5.78M +$436K +1,382 +8%
FMTCOCP
2730
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.78M -$63.8K -202 -1%
AFAS
2731
Acorn Financial Advisory Services
Virginia
$5.76M +$1.06M +3,339 +22%
AWAU
2732
Alliance Wealth Advisors (Utah)
Utah
$5.76M +$176K +557 +3%
MFC
2733
Mechanics Financial Corp
Ohio
$5.76M -$64.1K -203 -1%
MCP
2734
Mirador Capital Partners
California
$5.75M -$169K -536 -3%
SPFA
2735
Summit Place Financial Advisors
New Jersey
$5.75M -$318K -1,007 -5%
SWA
2736
Sax Wealth Advisors
New Jersey
$5.75M +$925K +2,929 +19%
SFG
2737
StrategIQ Financial Group
Indiana
$5.74M +$116K +368 +2%
MCP
2738
Martin Capital Partners
Oregon
$5.73M -$192K -609 -3%
TWM
2739
Thrive Wealth Management
Pennsylvania
$5.73M -$187K -591 -3%
BWP
2740
BSW Wealth Partners
Colorado
$5.72M -$1.48M -4,682 -21%
AI
2741
Accredited Investors
Minnesota
$5.72M +$109K +344 +2%
CST
2742
Charles Schwab Trust
Nevada
$5.71M +$720K +2,280 +14%
SPWM
2743
Schrum Private Wealth Management
Florida
$5.71M -$2.21K -7 -0%
MC
2744
Mathes Company
New York
$5.71M -$188K -595 -3%
PWS
2745
Peloton Wealth Strategists
Indiana
$5.7M -$732K -2,318 -11%
JGIA
2746
Jackson Grant Investment Advisers
Connecticut
$5.7M +$2.53K +8 +0%
AGP
2747
Autumn Glory Partners
Texas
$5.69M +$669K +2,119 +13%
MUAMU
2748
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.68M -$1.26M -4,000 -18%
CA
2749
CV Advisors
Florida
$5.68M +$45.5K +144 +0.8%
RA
2750
RiverPark Advisors
New York
$5.67M