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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 %
MA
3551
MKT Advisors
California
$2.61M +$9.33K +29 +0.4%
LIA
3552
LSP Investment Advisors
New York
$2.61M
DWM
3553
Dechtman Wealth Management
Colorado
$2.61M +$1.05M +3,330 +68%
LA
3554
Lane & Associates
New Jersey
$2.6M +$119K +376 +5%
MPPLM
3555
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.6M -$48.9K -155 -2%
RIM
3556
Rockbridge Investment Management
New York
$2.59M +$34.1K +108 +1%
PWM
3557
Penobscot Wealth Management
Maine
$2.59M -$95.9K -304 -4%
FDS
3558
First Dallas Securities
Texas
$2.59M -$2.48M -7,866 -49%
CWM
3559
Campbell Wealth Management
Virginia
$2.59M +$300K +949 +13%
BCM
3560
Basso Capital Management
Connecticut
$2.58M +$54.9K +174 +2%
PBO
3561
Peoples Bank (Ohio)
Ohio
$2.58M -$23.4K -74 -0.9%
FDDB
3562
Fidelity D&D Bancorp
Pennsylvania
$2.58M +$2.58M +8,183 New
IDBONY
3563
Israel Discount Bank of New York
New York
$2.58M -$68.2K -216 -3%
ACM
3564
AUA Capital Management
Pennsylvania
$2.58M +$200K +633 +8%
WQ
3565
Wealth Quarterback
New Jersey
$2.58M +$82.4K +261 +3%
CFAM
3566
Coury Firm Asset Management
Pennsylvania
$2.58M +$380K +1,204 +17%
CWMGP
3567
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.57M -$27.5K -87 -1%
VCWA
3568
Vanguard Capital Wealth Advisors
Colorado
$2.57M +$21.8K +69 +0.9%
PA
3569
Parkside Advisors
California
$2.57M +$368K +1,167 +17%
TFCP
3570
Twin Focus Capital Partners
Massachusetts
$2.57M -$1.23M -3,886 -32%
SAMT
3571
Select Asset Management & Trust
Pennsylvania
$2.57M +$222K +703 +9%
KLWA
3572
Kelly Lawrence W & Associates
California
$2.57M
KTM
3573
Keeler Thomas Management
Utah
$2.56M -$255K -812 -9%
RI
3574
Ridgewood Investments
New Jersey
$2.56M +$1.21M +3,842 +90%
FWM
3575
FFT Wealth Management
Pennsylvania
$2.56M +$42K +133 +2%