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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 %
CCM
2801
Cox Capital Management
Massachusetts
$5.45M +$216K +683 +4%
HWA
2802
HHM Wealth Advisors
Tennessee
$5.45M -$37.9K -120 -0.7%
AI
2803
Atom Investors
Texas
$5.45M +$2.75M +8,717 +102%
SCM
2804
Sitrin Capital Management
California
$5.44M -$623K -1,972 -10%
CAL
2805
Capital Advisors Ltd
Ohio
$5.43M -$46.1K -146 -0.8%
SCP
2806
Sender Company & Partners
New York
$5.43M +$5.43M +17,202 New
PVM
2807
Palogic Value Management
Texas
$5.43M -$19.9K -63 -0.4%
HFRG
2808
Houlihan Financial Resource Group
Virginia
$5.42M +$5.42M +16,781 New
GI
2809
GS Investments
Minnesota
$5.42M -$84.9K -269 -2%
RAM
2810
Riggs Asset Management
Pennsylvania
$5.42M +$33.2K +105 +0.6%
CCG
2811
Cloverfields Capital Group
Minnesota
$5.42M -$108K -341 -2%
LWM
2812
Liberty Wealth Management
California
$5.41M +$36K +114 +0.7%
OFG
2813
Oxford Financial Group
Indiana
$5.41M -$504K -1,595 -9%
SFS
2814
Strategic Financial Services
New York
$5.41M -$274K -868 -5%
WIC
2815
WealthBridge Investment Counsel
Alberta, Canada
$5.41M +$303K +960 +6%
CA
2816
Capital Advantage
California
$5.4M +$57.2K +181 +1%
BCM
2817
Boltwood Capital Management
California
$5.4M -$50.8K -161 -0.9%
CW
2818
Channel Wealth
California
$5.4M +$249K +790 +5%
BAM
2819
Beaumont Asset Management
Texas
$5.39M -$570K -1,806 -10%
WFS
2820
Widmann Financial Services
Maryland
$5.38M +$15.5K +49 +0.3%
SL
2821
Sonnipe Ltd
Isle Of Man
$5.38M +$98.5K +312 +2%
NCM
2822
NCM Capital Management
New Jersey
$5.37M +$240K +761 +5%
IAM
2823
Ion Asset Management
Israel
$5.37M -$4.74M -15,000 -47%
MFS
2824
Monetta Financial Services
Illinois
$5.37M
CCFP
2825
Charles Carroll Financial Partners
Massachusetts
$5.36M +$418K +1,325 +8%