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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 %
RW
3801
RVW Wealth
California
$1.93M +$26.2K +83 +1%
CG
3802
Clifford Group
Massachusetts
$1.93M +$14.8K +47 +0.8%
CHA
3803
Cooper/Haims Advisors
New York
$1.93M +$14.8K +47 +0.8%
UW
3804
Unique Wealth
Florida
$1.93M +$565K +1,790 +41%
BRC
3805
Bishop Rock Capital
New York
$1.93M -$2.88M -9,132 -60%
TIM
3806
Tevis Investment Management
Texas
$1.93M +$13.6K +43 +0.7%
TVAMP
3807
Tennessee Valley Asset Management Partners
Tennessee
$1.92M -$48.3K -153 -2%
RWA
3808
Rooted Wealth Advisors
Illinois
$1.92M +$270K +731 +16%
GIM
3809
Guild Investment Management
California
$1.92M +$36K +114 +2%
TCMP
3810
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.92M +$327K +1,035 +21%
HWA
3811
Heartwood Wealth Advisors
Virginia
$1.91M -$36.9K -117 -2%
CF
3812
Copperwynd Financial
Arizona
$1.91M -$93.2K -295 -5%
MFA
3813
Millington Financial Advisors
Illinois
$1.9M +$92.8K +294 +5%
LFM
3814
Lumina Fund Management
New York
$1.9M
PGCM
3815
Prescott Group Capital Management
Oklahoma
$1.9M
TCA
3816
Taconic Capital Advisors
New York
$1.89M
VFM
3817
Viking Fund Management
North Dakota
$1.89M
TWM
3818
Tanager Wealth Management
United Kingdom
$1.89M +$213K +676 +13%
UFA
3819
US Financial Advisors
Massachusetts
$1.89M -$130K -413 -6%
PWA
3820
Primoris Wealth Advisors
Florida
$1.89M -$20.8K -66 -1%
SPA
3821
Sherbrooke Park Advisers
New York
$1.88M +$1.6M +5,068 +563%
AWM
3822
Alterna Wealth Management
Texas
$1.88M +$10.1K +32 +0.5%
IFPG
3823
Intrepid Financial Planning Group
Indiana
$1.88M -$128K -405 -6%
PFA
3824
Professional Financial Advisors
Nebraska
$1.88M -$18.6K -59 -1%
NF
3825
Norwood Financial
Pennsylvania
$1.88M -$5.37K -17 -0.3%