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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 %
FNBOH
3001
First National Bank of Hutchinson
Kansas
$4.52M -$104K -330 -2%
JWM
3002
Jeppson Wealth Management
California
$4.51M -$137K -433 -3%
MAS
3003
Madden Advisory Services
Florida
$4.51M +$79.6K +252 +2%
LRWA
3004
Long Run Wealth Advisors
New York
$4.51M +$90K +285 +2%
AA
3005
Altman Advisors
Illinois
$4.5M +$4.5M +14,263 New
VIA
3006
Vickerman Investment Advisors
Washington
$4.5M -$87.8K -278 -2%
SWA
3007
Sutton Wealth Advisors
Florida
$4.5M +$159K +504 +4%
HCM
3008
HMS Capital Management
Tennessee
$4.5M -$89.4K -283 -2%
CFA
3009
Capstone Financial Advisors
Illinois
$4.5M +$312K +988 +7%
ONST
3010
Old North State Trust
North Carolina
$4.49M -$94.4K -299 -2%
ATWA
3011
Arbor Trust Wealth Advisors
Michigan
$4.49M -$22.1K -70 -0.5%
PC
3012
Port Capital
Illinois
$4.48M -$29.4K -93 -0.7%
CNWM
3013
Clay Northam Wealth Management
California
$4.47M -$37.6K -119 -0.8%
RW
3014
REDW Wealth
New Mexico
$4.47M -$48.6K -154 -1%
I
3015
INVST
Indiana
$4.47M +$344K +1,089 +8%
TBNY
3016
Trustco Bank (New York)
New York
$4.47M -$246K -778 -5%
AM
3017
Atwater Malick
Pennsylvania
$4.46M +$157K +496 +4%
HSWM
3018
Hubbell Strickland Wealth Management
Louisiana
$4.46M +$2.21K +7 +0%
MGAM
3019
McGowan Group Asset Management
Texas
$4.46M +$1.22M +3,857 +38%
PPWM
3020
Paragon Private Wealth Management
Kentucky
$4.46M +$97.3K +308 +2%
LWM
3021
Lodestone Wealth Management
Washington
$4.45M +$21.5K +68 +0.5%
MMHP
3022
Murphy Middleton Hinkle & Parker
Georgia
$4.45M -$15.5K -49 -0.3%
VRM
3023
Vectors Research Management
New York
$4.45M -$209K -841 -4%
GC
3024
Gould Capital
Washington
$4.45M -$136K -423 -3%
GEM
3025
Global Endowment Management
North Carolina
$4.44M +$2.62M +8,298 +144%