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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 %
SIC
3026
SFE Investment Counsel
California
$4.44M +$236K +747 +6%
PP
3027
Patron Partners
Texas
$4.44M -$19.6K -62 -0.4%
1WM
3028
1900 Wealth Management
Texas
$4.44M +$830K +2,629 +23%
OCM
3029
Orser Capital Management
Texas
$4.43M +$47.4K +150 +1%
SP
3030
Successful Portfolios
Florida
$4.43M -$18.9K -60 -0.4%
SFP
3031
Sweet Financial Partners
Minnesota
$4.43M +$226K +716 +5%
SCP
3032
Stamos Capital Partners
California
$4.42M -$136K -430 -3%
YCM
3033
Yost Capital Management
Texas
$4.42M +$632K +2,000 +17%
SFCL
3034
Strengthening Families & Communities LLC
Massachusetts
$4.41M -$183K -578 -4%
FHC
3035
First Heartland Consultants
Missouri
$4.41M +$213K +675 +5%
QFA
3036
Quantum Financial Advisors
California
$4.4M +$227K +718 +5%
HCM
3037
Howard Capital Management
Georgia
$4.4M +$118K +373 +3%
NRWA
3038
North Ridge Wealth Advisors
Oregon
$4.4M -$1.58K -5 -0%
OC
3039
Optimas Capital
Hong Kong
$4.4M -$592K -1,874 -12%
RA
3040
Rockingstone Advisors
Massachusetts
$4.4M +$142K +451 +3%
BCP
3041
Berkeley Capital Partners
Georgia
$4.39M +$165K +522 +4%
RTC
3042
Riverview Trust Company
Washington
$4.38M +$108K +342 +3%
HWM
3043
Hemington Wealth Management
Virginia
$4.38M -$337K -1,068 -7%
TFM
3044
TFC Financial Management
Massachusetts
$4.38M +$120K +381 +3%
RG
3045
Richelieu Gestion
France
$4.38M +$444K +1,405 +11%
KIG
3046
Kessler Investment Group
Indiana
$4.38M +$45.5K +144 +1%
CFD
3047
Creative Financial Designs
Indiana
$4.35M -$74.5K -236 -2%
CIA
3048
Cape Investment Advisory
Georgia
$4.35M +$96.6K +306 +2%
SA
3049
SAM Advisors
California
$4.35M +$221K +699 +5%
ABLA
3050
Alan B. Lancz & Associates
Ohio
$4.35M