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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 %
BBNB
3301
Baker Boyer National Bank
Washington
$3.36M -$4.69M -14,860 -58%
WDL
3302
Well Done LLC
Michigan
$3.35M +$338K +1,070 +11%
RWPA
3303
Richard W. Paul & Associates
Michigan
$3.34M -$550K -1,743 -14%
WWP
3304
WR Wealth Planners
Missouri
$3.34M +$194K +614 +6%
AWP
3305
Abacus Wealth Partners
California
$3.34M +$1.81M +5,719 +118%
AF
3306
Affiance Financial
Minnesota
$3.34M +$6.95K +22 +0.2%
BIM
3307
Bullseye Investment Management
Ohio
$3.34M -$246K -779 -7%
RL
3308
Rogco LP
Oklahoma
$3.33M +$3.33M +10,558 New
ACM
3309
Ashford Capital Management
Delaware
$3.33M -$568K -1,800 -15%
MECA
3310
Miller Equity Capital Advisors
Texas
$3.33M
LBWM
3311
Left Brain Wealth Management
Illinois
$3.32M +$117K +369 +4%
PW
3312
Peninsula Wealth
California
$3.32M +$281K +852 +9%
EIG
3313
Ellenbecker Investment Group
Wisconsin
$3.32M +$158K +500 +5%
BBP
3314
Banco BTG Pactual
Brazil
$3.32M +$2.46M +7,792 +288%
GAM
3315
GEM Asset Management
Michigan
$3.31M -$37.9K -120 -1%
BCM
3316
Brooktree Capital Management
Michigan
$3.31M -$84K -266 -2%
SICM
3317
Sustainable Insight Capital Management
New York
$3.3M -$1.26M -4,000 -28%
BFWA
3318
Benchmark Financial Wealth Advisors
Florida
$3.29M +$23.7K +75 +0.7%
TA
3319
Tectonic Advisors
Texas
$3.29M -$29.7K -94 -0.9%
SFG
3320
Sowa Financial Group
Rhode Island
$3.28M +$23.4K +74 +0.7%
MAM
3321
MWA Asset Management
Massachusetts
$3.28M +$3.28M +10,373 New
WFA
3322
Wellspring Financial Advisors
Ohio
$3.28M +$428K +1,356 +15%
FSA
3323
Financial Sense Advisors
California
$3.27M -$61.9K -196 -2%
MA
3324
Mezzasalma Advisors
New Jersey
$3.27M +$81.8K +259 +3%
TC
3325
Truvestments Capital
Florida
$3.26M +$90.3K +286 +3%