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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 %
AWM
3101
Aprio Wealth Management
Georgia
$4.15M +$444K +1,405 +12%
CAC
3102
Certified Advisory Corp
Florida
$4.15M +$3.65M +89,213 +731%
WI
3103
Wedgewood Investors
Pennsylvania
$4.15M -$358K -1,133 -8%
SMA
3104
Seven Mile Advisory
New Jersey
$4.15M +$460K +1,458 +12%
BI
3105
Ballast Inc
Kentucky
$4.14M -$119K -378 -3%
GWM
3106
Gitterman Wealth Management
New Jersey
$4.13M +$238K +753 +6%
JJBC
3107
James J. Burns & Company
New York
$4.13M -$17.1K -54 -0.4%
SCA
3108
Sandy Cove Advisors
Massachusetts
$4.13M -$37.6K -119 -0.9%
MHWM
3109
Montz Harcus Wealth Management
Louisiana
$4.13M -$1.9K -6 -0%
EFG
3110
Ethos Financial Group
Pennsylvania
$4.12M +$486K +1,535 +13%
SA
3111
Strategic Advocates
Utah
$4.11M +$4.11M +13,009 New
EA
3112
Eudaimonia Advisors
Tennessee
$4.11M -$125K -395 -3%
AWP
3113
Accretive Wealth Partners
New Jersey
$4.11M +$54K +171 +1%
OCM
3114
Olstein Capital Management
New York
$4.11M
SFG
3115
Sovereign Financial Group
Connecticut
$4.1M -$600K -1,901 -13%
NCM
3116
New Capital Management
Texas
$4.09M +$4.09M +12,965 New
KA
3117
KLCM Advisors
Wisconsin
$4.09M +$33.5K +106 +0.8%
SAF
3118
Smith Anglin Financial
Texas
$4.09M +$947 +3 +0%
PM
3119
Parametrica Management
Hong Kong
$4.09M +$1.06M +3,362 +35%
OL
3120
Owen LaRue
Kentucky
$4.06M +$341K +1,079 +9%
DS
3121
Dudley & Shanley
Florida
$4.05M -$63.2K -200 -2%
AWA
3122
Amplius Wealth Advisors
Pennsylvania
$4.04M -$113K -358 -3%
WCA
3123
Waypoint Capital Advisors
Minnesota
$4.03M +$965K +3,055 +31%
MWA
3124
Monograph Wealth Advisors
California
$4.03M
CS
3125
Crescent Sterling
Louisiana
$4.03M -$173K -547 -4%