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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 %
GWM
2976
Graybill Wealth Management
Illinois
$4.63M -$56.8K -180 -1%
HBW
2977
Hazlett, Burt & Watson
West Virginia
$4.63M +$101K +320 +2%
AWM
2978
Aberdeen Wealth Management
Illinois
$4.62M -$31.3K -99 -0.7%
WWM
2979
Wolff Wiese Magana
California
$4.62M -$189K -599 -4%
CWM
2980
Chemistry Wealth Management
New York
$4.62M +$191K +606 +4%
FMN
2981
Financial Management Network
California
$4.62M +$124K +388 +3%
MSK
2982
Melissa S. Kampmann
$4.61M +$4.61M +14,598 New
JE
2983
JMAC Enterprises
Pennsylvania
$4.6M -$260K -822 -5%
ACM
2984
Aljian Capital Management
Nevada
$4.6M +$558K +1,768 +14%
FBFS
2985
First Business Financial Services
Wisconsin
$4.6M +$52.1K +165 +1%
BCFS
2986
Butensky & Cohen Financial Security
Florida
$4.6M +$141K +448 +3%
NED
2987
Nancy E. Dempze
$4.59M -$8.53K -27 -0.2%
CYG
2988
Clean Yield Group
Vermont
$4.58M +$70.5K +212 +2%
ESBC
2989
E.S. Barr & Co
Kentucky
$4.57M +$42.6K +135 +0.9%
PWMG
2990
Pinnacle Wealth Management Group
Michigan
$4.56M -$202K -641 -4%
PWA
2991
Physician Wealth Advisors
Utah
$4.56M -$4.29K -13 -0.1%
LRIA
2992
Leonard Rickey Investment Advisors
Washington
$4.56M +$72.3K +229 +2%
SIC
2993
Sterling Investment Counsel
New York
$4.56M +$18.6K +59 +0.4%
NC
2994
NewSquare Capital
Pennsylvania
$4.55M +$267K +846 +6%
KWA
2995
KCS Wealth Advisory
California
$4.55M -$1.74M -5,513 -28%
NERM
2996
New England Research & Management
Illinois
$4.55M +$94.7K +300 +2%
ASI
2997
Advisory Services & Investments
Oregon
$4.55M +$33.5K +106 +0.7%
MSWM
2998
McGlone Suttner Wealth Management
Wisconsin
$4.54M +$131K +415 +3%
IWS
2999
Insight Wealth Strategies
California
$4.54M +$165K +524 +4%
SHFA
3000
SC&H Financial Advisors
Maryland
$4.53M -$39.2K -124 -0.9%