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 %
CCB
3476
Cutter & Co Brokerage
Missouri
$2.8M -$75.5K -239 -3%
CSI
3477
Cross Staff Investments
New York
$2.8M -$185K -586 -6%
LCWP
3478
Legacy Capital Wealth Partners
Arkansas
$2.8M +$2.8M +8,860 New
FSG
3479
Financial Strategies Group
Michigan
$2.8M +$246K +742 +10%
RWI
3480
Red Wave Investments
Pennsylvania
$2.79M -$316 -1 -0%
DCM
3481
Delta Capital Management
New Jersey
$2.79M -$63.1K -200 -2%
VWA
3482
VERITY Wealth Advisors
United States
$2.79M -$1.58K -5 -0.1%
WA
3483
WP Advisors
California
$2.78M -$25.3K -80 -0.9%
KFA
3484
Kapstone Financial Advisors
Ohio
$2.78M +$15.5K +49 +0.6%
EWM
3485
Evergreen Wealth Management
Michigan
$2.77M +$35.4K +112 +1%
HPM
3486
Hoxton Planning & Management
West Virginia
$2.77M -$24.6K -78 -0.9%
UWPG
3487
Ullmann Wealth Partners Group
Florida
$2.77M +$368K +1,165 +15%
IWM
3488
Iams Wealth Management
Nebraska
$2.77M +$2.77M +8,766 New
KAM
3489
Karani Asset Management
New York
$2.76M -$128K -404 -4%
LFA
3490
Landmark Financial Advisors
Kentucky
$2.76M -$39.2K -124 -1%
ECAM
3491
East Coast Asset Management
Massachusetts
$2.76M -$116K -368 -4%
PWM
3492
Peterson Wealth Management
Nevada
$2.75M +$1.6M +5,059 +138%
GAM
3493
Gould Asset Management
California
$2.75M +$18.3K +58 +0.7%
EDRIA
3494
Edmonds Duncan Registered Investment Advisors
Kansas
$2.75M
SEP
3495
Southland Equity Partners
Missouri
$2.75M +$75.8K +240 +3%
AR
3496
Apeiron RIA
Texas
$2.75M -$1.89K -6 -0.1%
BFA
3497
Beacon Financial Advisory
Ohio
$2.75M +$67.3K +213 +3%
MIM
3498
Merrion Investment Management
New Jersey
$2.75M -$78.9K -250 -3%
MFG
3499
Menard Financial Group
Texas
$2.74M +$355K +1,124 +15%
NLP
3500
Next Level Private
New York
$2.74M +$52.5K +163 +2%