MSFT icon

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 %
MAM
3076
McLean Asset Management
Virginia
$4.25M +$25.6K +78 +0.6%
SFS
3077
Stiles Financial Services
Minnesota
$4.25M +$127K +403 +3%
DCM
3078
Deuterium Capital Management
Florida
$4.24M -$1.97M -6,174 -32%
RGI
3079
River Global Investors
United Kingdom
$4.24M -$562K -1,779 -12%
WOC
3080
West Oak Capital
California
$4.24M +$10.7K +34 +0.3%
HHAM
3081
HITE Hedge Asset Management
Massachusetts
$4.23M
CWM
3082
Cabot Wealth Management
Massachusetts
$4.23M +$36K +114 +0.9%
CMANY
3083
Capital Management Associates (New York)
New York
$4.23M -$19.6K -62 -0.5%
MTWM
3084
Masso Torrence Wealth Management
New Jersey
$4.22M +$80.5K +255 +2%
VCM
3085
Viewpoint Capital Management
Washington
$4.22M
PCA
3086
Prospect Capital Advisors
California
$4.22M -$1.46M -4,620 -26%
SMH
3087
Sanders Morris Harris
Texas
$4.21M -$467K -1,470 -10%
BRG
3088
Bay Rivers Group
Virginia
$4.2M +$81.5K +258 +2%
CWA
3089
Consilium Wealth Advisory
Texas
$4.2M +$152K +482 +4%
MPIA
3090
Mountain Pacific Investment Advisers
Idaho
$4.2M +$8.21K +26 +0.2%
WAC
3091
William Allan Corp
Colorado
$4.19M -$101K -320 -2%
CWM
3092
Cahaba Wealth Management
Georgia
$4.19M +$587K +1,859 +16%
PCA
3093
Peddock Capital Advisors
Massachusetts
$4.19M -$33.5K -106 -0.8%
BSSFA
3094
Baron Silver Stevens Financial Advisors
Florida
$4.18M +$190K +603 +5%
MPW
3095
Monterey Private Wealth
California
$4.18M +$15.8K +50 +0.4%
ORAM
3096
One River Asset Management
Connecticut
$4.18M +$4.18M +13,333 New
HC
3097
Hamilton Capital
Ohio
$4.17M +$221K +700 +6%
ORC
3098
O'Rourke & Company
Massachusetts
$4.17M +$106K +335 +3%
CSB
3099
City State Bank
Iowa
$4.17M +$141K +447 +4%
IRC
3100
Investors Research Corp
Georgia
$4.16M +$9.16K +29 +0.2%