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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 %
AWC
3901
Adamsbrown Wealth Consultants
Kansas
$1.65M +$25.3K +80 +2%
SOAG
3902
Silver Oak Advisory Group
Oregon
$1.65M +$535K +1,695 +48%
LFA
3903
LGT Financial Advisors
Texas
$1.65M -$1.17M -3,719 -42%
JFG
3904
JMG Financial Group
Illinois
$1.65M +$46.1K +146 +3%
GHA
3905
Granite Harbor Advisors
Texas
$1.65M
NA
3906
Nottingham Advisors
New York
$1.65M -$338K -1,069 -17%
PCWA
3907
Pacific Capital Wealth Advisors
California
$1.65M
AFG
3908
Altiora Financial Group
Ohio
$1.65M +$48.9K +155 +3%
OCPWS
3909
One Charles Private Wealth Services
Massachusetts
$1.65M -$79.9K -253 -5%
DFS
3910
Dixon Fnancial Services
California
$1.65M
WFA
3911
WMG Financial Advisors
Tennessee
$1.64M +$328K +1,039 +25%
SDAM
3912
Shulman DeMeo Asset Management
New York
$1.64M -$111K -353 -6%
KCM
3913
KRS Capital Management
Michigan
$1.64M +$59K +187 +4%
IWA
3914
Inspirion Wealth Advisors
Illinois
$1.64M +$47K +149 +3%
SFC
3915
Strategic Financial Concepts
Texas
$1.64M +$54.3K +172 +3%
RAG
3916
RIA Advisory Group
Iowa
$1.63M -$490K -1,553 -23%
4WM
3917
4J Wealth Management
Virginia
$1.63M -$17.1K -54 -1%
JWWM
3918
Johnson & White Wealth Management
Pennsylvania
$1.62M +$1.62M +5,143 New
CA
3919
Claris Advisors
Missouri
$1.62M +$632 +2 +0%
GFA
3920
Gallagher Fiduciary Advisors
Illinois
$1.62M -$491K -1,555 -23%
AP
3921
Atwood & Palmer
Missouri
$1.62M +$15.8K +50 +1%
KDA
3922
Kraft Davis & Associates
Missouri
$1.62M -$2.19K -7 -0.1%
1IA
3923
1620 Investment Advisors
Massachusetts
$1.62M +$260K +825 +19%
RWM
3924
Revisor Wealth Management
Ohio
$1.62M +$278K +880 +21%
WAOI
3925
Wealth Advisors of Iowa
Iowa
$1.62M -$30.3K -96 -2%