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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 %
SPWG
3401
Syntegra Private Wealth Group
Missouri
$3.01M +$13.6K +43 +0.5%
BWM
3402
BlackDiamond Wealth Management
New York
$3M +$68.1K +202 +2%
HP
3403
HT Partners
Connecticut
$3M -$2.84K -9 -0.1%
OIS
3404
Okabena Investment Services
Minnesota
$3M -$928K -2,938 -24%
RCM
3405
Riverpark Capital Management
New York
$2.99M
WFS
3406
Walker Financial Services
Kentucky
$2.99M +$13.3K +42 +0.4%
HGERS
3407
Householder Group Estate & Retirement Specialist
Arizona
$2.99M +$2.99M +9,462 New
EWS
3408
Evergreen Wealth Solutions
Pennsylvania
$2.98M -$197K -624 -6%
BCMLT
3409
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.98M
PFP
3410
Paragon Financial Partners
California
$2.98M +$632 +2 +0%
CWA
3411
Clarity Wealth Advisors
California
$2.98M +$249K +789 +9%
IVP
3412
Intrinsic Value Partners
Arizona
$2.98M -$141K -445 -5%
MFGM
3413
Marshall Financial Group (Maryland)
Maryland
$2.97M -$74.5K -236 -2%
FAM
3414
Flaharty Asset Management
Florida
$2.97M +$23.7K +75 +0.8%
AIC
3415
Argus Investors Counsel
New York
$2.97M -$68.8K -218 -2%
FWM
3416
Focused Wealth Management
New York
$2.97M +$8.21K +26 +0.3%
PM
3417
Precept Management
Texas
$2.97M -$9.66M -30,600 -77%
M1FG
3418
Mach-1 Financial Group
Arkansas
$2.97M +$667K +2,114 +29%
LFA
3419
Laraway Financial Advisors
Minnesota
$2.96M -$32.5K -103 -1%
AWA
3420
Aletheian Wealth Advisors
Washington
$2.96M -$289K -915 -9%
AWA
3421
Alta Wealth Advisors
Massachusetts
$2.96M +$398K +1,259 +16%
BI
3422
Berkeley Inc
Idaho
$2.96M -$17.1K -54 -0.6%
MA
3423
MBA Advisors
Pennsylvania
$2.95M -$3.16K -10 -0.1%
IWP
3424
Invenio Wealth Partners
Florida
$2.95M +$40.1K +127 +1%
HIG
3425
Herr Investment Group
Texas
$2.95M -$31.6K -100 -1%