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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 %
1W
2751
1776 Wealth
Georgia
$5.67M +$287K +908 +5%
ACG
2752
Allen Capital Group
Nebraska
$5.67M +$160K +497 +3%
PWA
2753
Provenance Wealth Advisors
Florida
$5.66M +$5.66M +17,931 New
UBG
2754
United Bank (Georgia)
Georgia
$5.66M -$128K -406 -2%
TVWM
2755
Tower View Wealth Management
Wisconsin
$5.65M +$383K +1,214 +7%
SNBOSCI
2756
Security National Bank of Sioux City Iowa
Iowa
$5.65M -$112K -355 -2%
PAM
2757
Paradigm Asset Management
New York
$5.65M -$253K -800 -4%
RCA
2758
Ranch Capital Advisors
Florida
$5.65M -$59K -187 -1%
CG
2759
Corundum Group
Colorado
$5.64M -$291K -922 -5%
RAM
2760
Ramirez Asset Management
New York
$5.64M +$5.64M +17,856 New
CC
2761
Callan Capital
California
$5.64M +$574K +1,817 +11%
HWP
2762
Highline Wealth Partners
California
$5.63M +$161K +511 +3%
WDG
2763
Wealth Dimensions Group
Ohio
$5.62M +$91.6K +290 +2%
KWM
2764
Kolinsky Wealth Management
New Jersey
$5.62M +$107K +339 +2%
IF
2765
Intrua Financial
Texas
$5.62M -$73.3K -232 -1%
APG
2766
Abacus Planning Group
South Carolina
$5.61M -$196K -621 -3%
ATIA
2767
American Trust Investment Advisors
New Hampshire
$5.61M +$52.1K +165 +0.9%
OIA
2768
Optimum Investment Advisors
Illinois
$5.61M -$142K -450 -2%
SW
2769
StrongBox Wealth
Missouri
$5.61M +$159K +504 +3%
SC
2770
Stolper & Co
Oklahoma
$5.61M -$7.26K -23 -0.1%
IPW
2771
IronBridge Private Wealth
Texas
$5.61M +$3.37M +10,665 +150%
PAM
2772
Peninsula Asset Management
Florida
$5.61M -$106K -335 -2%
IA
2773
Insight Advisors
Pennsylvania
$5.6M +$142K +451 +3%
PWA
2774
Phoenix Wealth Advisors
North Carolina
$5.6M +$46.4K +147 +0.8%
LAM
2775
Lynch Asset Management
Pennsylvania
$5.59M