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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 %
PWM
3526
PRW Wealth Management
Massachusetts
$2.67M -$8.43K -25 -0.3%
EWA
3527
Evolution Wealth Advisors
Florida
$2.67M
EHWM
3528
Eads & Heald Wealth Management
Georgia
$2.67M -$154K -489 -5%
WBCM
3529
Wilson & Boucher Capital Management
California
$2.66M -$29.7K -94 -1%
IWN
3530
Independent Wealth Network
Iowa
$2.66M -$23.1K -73 -0.9%
CTWM
3531
Cherry Tree Wealth Management
Minnesota
$2.65M +$54.3K +172 +2%
LWM
3532
LJI Wealth Management
Indiana
$2.65M -$13.2M -41,879 -83%
SWM
3533
Salvus Wealth Management
New Jersey
$2.65M +$39.5K +125 +2%
FNC
3534
First National Corp
Massachusetts
$2.65M -$50.2K -159 -2%
DSN
3535
D. Scott Neal
Kentucky
$2.65M
TW
3536
Towerpoint Wealth
California
$2.65M +$5.68K +18 +0.2%
MDSL
3537
M.D. Sass LLC
New York
$2.64M
TI
3538
TTP Investments
California
$2.64M -$140K -443 -5%
CCA
3539
Cora Capital Advisors
New Jersey
$2.64M -$11.1K -35 -0.4%
AIM
3540
Alhambra Investment Management
Florida
$2.64M -$26.2K -83 -1%
FHCM
3541
Force Hill Capital Management
New York
$2.64M -$8.19M -25,942 -76%
OWM
3542
Opes Wealth Management
California
$2.64M +$30K +95 +1%
SCM
3543
Sterneck Capital Management
Missouri
$2.64M -$101K -321 -4%
BWM
3544
Baron Wealth Management
Michigan
$2.63M -$97.2K -308 -4%
CAS
3545
Coppell Advisory Solutions
Texas
$2.63M -$530K -2,210 -17%
VAM
3546
Verity Asset Management
North Carolina
$2.62M +$43.6K +138 +2%
AIA
3547
Arbor Investment Advisors
North Carolina
$2.62M -$11.4K -36 -0.4%
WAM
3548
Watershed Asset Management
California
$2.62M
PTC
3549
Provident Trust Company
Wisconsin
$2.62M
BSAM
3550
Blue Square Asset Management
New York
$2.62M +$628K +1,990 +32%