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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 %
CTFG
2901
Capstone Triton Financial Group
Oklahoma
$4.87M +$75.5K +239 +2%
WG
2902
Watchman Group
Texas
$4.87M -$690K -2,186 -12%
RWP
2903
Ridgecrest Wealth Partners
California
$4.87M +$28.1K +89 +0.6%
CG
2904
Castellan Group
Kentucky
$4.86M -$259K -821 -5%
AFA
2905
AllGen Financial Advisors
Florida
$4.86M -$40.7K -129 -0.8%
AWS
2906
Arkfeld Wealth Strategies
Nebraska
$4.85M
AWA
2907
Acorn Wealth Advisors
Michigan
$4.84M -$37.3K -118 -0.8%
JDR
2908
Jay D. Rosenbaum
$4.84M -$283K -895 -6%
W
2909
Wealthquest
Ohio
$4.84M +$435K +1,379 +10%
PCM
2910
Perkins Capital Management
Minnesota
$4.84M
LC
2911
Legacy CG
Texas
$4.84M -$209K -661 -4%
CWP
2912
Curated Wealth Partners
California
$4.83M +$11.7K +37 +0.2%
GIM
2913
Guardian Investment Management
California
$4.83M -$279K -885 -5%
WCG
2914
Weaver Consulting Group
California
$4.83M -$87.5K -277 -2%
DA
2915
Duality Advisers
Florida
$4.82M +$4.82M +15,278 New
BHIC
2916
Bassett Hargrove Investment Counsel
Delaware
$4.82M -$8.53K -27 -0.2%
WAM
2917
WNY Asset Management
New York
$4.82M -$12.3K -39 -0.3%
KIG
2918
Kowal Investment Group
Wisconsin
$4.81M -$10.7K -34 -0.2%
NSB
2919
Norway Savings Bank
Maine
$4.81M +$4.11K +13 +0.1%
TIM
2920
Thornburg Investment Management
New Mexico
$4.81M +$316 +1 +0%
SAM
2921
Summit Asset Management
Tennessee
$4.81M +$138K +436 +3%
IWM
2922
Integris Wealth Management
California
$4.8M -$67.3K -213 -1%
WCFA
2923
Walkner Condon Financial Advisors
Wisconsin
$4.79M +$45.5K +144 +1%
AAA
2924
Adams Asset Advisors
Texas
$4.79M
KCM
2925
Kathmere Capital Management
Pennsylvania
$4.79M +$211K +668 +5%