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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 %
WAAG
2776
Wealth Alliance Advisory Group
Kansas
$5.58M +$98.5K +312 +2%
JWM
2777
Janiczek Wealth Management
Colorado
$5.58M +$2.32M +7,359 +71%
ACM
2778
Avalon Capital Management
California
$5.58M
APGDR
2779
Absoluto Partners Gestao de Recursos
Brazil
$5.57M +$5.57M +17,640 New
CWP
2780
Core Wealth Partners
California
$5.57M +$27.8K +88 +0.5%
SRSA
2781
S.R. Schill & Associates
Washington
$5.57M +$38.8K +123 +0.7%
EFM
2782
Eley Financial Management
Vermont
$5.57M -$33.6K -107 -0.6%
EL
2783
Essex LLC
Illinois
$5.57M +$187K +592 +3%
CIA
2784
Cohen Investment Advisors
New Hampshire
$5.56M +$333K +1,054 +6%
AA
2785
Apriem Advisors
California
$5.55M +$193K +612 +4%
ANB
2786
Amarillo National Bank
Texas
$5.55M
FDS
2787
Freedom Day Solutions
Texas
$5.54M -$17.7K -56 -0.3%
AIM
2788
Acropolis Investment Management
Missouri
$5.53M +$437K +1,385 +9%
GPA
2789
Garrison Point Advisors
California
$5.53M -$61.3K -194 -1%
MCA
2790
MSH Capital Advisors
Arizona
$5.52M -$281K -890 -5%
IBOK
2791
Independence Bank of Kentucky
Kentucky
$5.52M +$393K +1,245 +8%
FIM
2792
Fernwood Investment Management
Massachusetts
$5.52M +$144K +473 +3%
WCM
2793
Wunderlich Capital Managemnt
Tennessee
$5.51M +$3.16K +10 +0.1%
MFS
2794
Mirabella Financial Services
United Kingdom
$5.5M -$2.24M -7,099 -29%
RS
2795
Retirement Solution
Washington
$5.49M +$152K +480 +3%
AP
2796
Arlington Partners
Alabama
$5.48M -$5.75M -18,218 -51%
AT
2797
Arlington Trust
Alabama
$5.48M +$5.48M +17,368 New
SW
2798
SkyOak Wealth
Michigan
$5.48M +$116K +366 +2%
BWM
2799
Baystate Wealth Management
Massachusetts
$5.47M +$273K +864 +5%
AA
2800
Advisory Alpha
Michigan
$5.46M +$55.3K +175 +1%