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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 %
SGWM
3851
Sterling Group Wealth Management
California
$1.79M +$31.6K +100 +2%
WLIM
3852
White Lighthouse Investment Management
Massachusetts
$1.79M +$48K +152 +3%
IFA
3853
Index Fund Advisors
California
$1.78M +$228K +723 +15%
HCP
3854
Hexagon Capital Partners
Arkansas
$1.78M +$7.89K +25 +0.4%
TPWM
3855
Twelve Points Wealth Management
Massachusetts
$1.77M -$115K -363 -6%
KC
3856
Kades & Cheifetz
Pennsylvania
$1.77M +$10.1K +32 +0.6%
QWM
3857
QP Wealth Management
New Jersey
$1.77M -$569K -1,801 -24%
CWA
3858
Clearview Wealth Advisors
Oregon
$1.77M -$76.7K -243 -4%
C
3859
CEDRUS
Colorado
$1.76M -$248K -787 -12%
MIM
3860
Macroview Investment Management
Maryland
$1.76M +$1.75M +5,557 +55,570%
WGCA
3861
Wolf Group Capital Advisors
Virginia
$1.75M +$3.79K +12 +0.2%
LFASL
3862
Lugano Financial Advisors SA (LFA)
Switzerland
$1.75M -$839K -2,657 -32%
CCM
3863
Crew Capital Management
Ohio
$1.75M -$761K -2,409 -30%
TWM
3864
Tolleson Wealth Management
Texas
$1.74M +$96.3K +305 +6%
AG
3865
Artal Group
Luxembourg
$1.74M +$790K +2,500 +83%
GSAM
3866
Grant Street Asset Management
Pennsylvania
$1.74M -$177K -561 -9%
BHWM
3867
Beaird Harris Wealth Management
Texas
$1.73M +$26.5K +84 +2%
CA
3868
Calton & Associates
Florida
$1.73M -$1.55M -4,917 -47%
RWMH
3869
Riverpoint Wealth Management Holdings
Illinois
$1.73M +$3.47K +11 +0.2%
CWM
3870
Comprehensive Wealth Management
Washington
$1.73M -$21.2K -67 -1%
CHJWM
3871
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.73M +$163K +477 +10%
IAG
3872
Investmark Advisory Group
Connecticut
$1.73M +$32.8K +104 +2%
WLPWM
3873
Walled Lake Planning & Wealth Management
Illinois
$1.72M +$34.1K +108 +2%
ONSWM
3874
Old North State Wealth Management
North Carolina
$1.72M +$7.59K +24 +0.4%
PCM
3875
Portolan Capital Management
Massachusetts
$1.71M +$2.53K +8 +0.1%