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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 %
PAG
2951
Powers Advisory Group
Illinois
$4.73M -$39.8K -126 -0.8%
PWM
2952
Palumbo Wealth Management
New York
$4.73M +$633K +2,006 +15%
WHCI
2953
W.H. Cornerstone Investments
Massachusetts
$4.73M +$39.8K +126 +0.8%
AA
2954
Addison Advisors
Vermont
$4.72M +$57.5K +182 +1%
WW
2955
Waterfront Wealth
Kansas
$4.72M +$166K +502 +4%
WA
2956
Wealth Architects
California
$4.72M +$90.6K +287 +2%
V
2957
ViaWealth
Kansas
$4.72M -$1.03M -3,265 -18%
HIC
2958
Harvey Investment Company
Kentucky
$4.71M
CMS
2959
Capital Market Strategies
Florida
$4.71M +$48.9K +156 +1%
DA
2960
Dover Advisors
Virginia
$4.7M -$20.5K -65 -0.4%
FA
2961
Financial Avengers
California
$4.69M +$129K +410 +3%
MA
2962
Modus Advisors
Minnesota
$4.69M +$78.9K +250 +2%
RA
2963
Rational Advisors
New York
$4.69M +$294K +932 +7%
CIA
2964
Compass Ion Advisors
Pennsylvania
$4.68M +$3.03M +9,594 +183%
SRAM
2965
Spouting Rock Asset Management
Pennsylvania
$4.68M +$992K +3,142 +27%
DL
2966
DOHJ LLC
Washington
$4.68M -$79.2K -246 -2%
SJIM
2967
St. Johns Investment Management
Florida
$4.67M +$267K +845 +6%
VC
2968
Veracity Capital
Georgia
$4.67M +$230K +729 +5%
SFA
2969
Semmax Financial Advisors
North Carolina
$4.66M +$4.66M +12,711 New
BDFN
2970
Bond & Devick Financial Network
Minnesota
$4.66M +$4.74K +15 +0.1%
HC
2971
Hourglass Capital
Texas
$4.65M -$11.7K -37 -0.3%
SIC
2972
Shoker Investment Counsel
Ohio
$4.65M -$63.8K -202 -1%
GCA
2973
Gradient Capital Advisors
California
$4.65M +$41.4K +131 +0.9%
SCM
2974
Stanley Capital Management
Texas
$4.64M
HA
2975
Harfst & Associates
Wyoming
$4.64M -$135K -427 -3%