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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 %
VFP
4001
Verus Financial Partners
Virginia
$1.45M +$131K +400 +10%
EP
4002
Essential Planning
New Hampshire
$1.45M
EMFAT
4003
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.44M -$32.2K -102 -2%
WFAG
4004
Wescott Financial Advisory Group
Pennsylvania
$1.44M +$158K +499 +12%
RA
4005
Rodgers & Associates
Pennsylvania
$1.44M +$17.4K +55 +1%
FWMM
4006
Foundation Wealth Management (Missouri)
Missouri
$1.44M +$436K +1,381 +43%
CP
4007
Castleview Partners
Texas
$1.44M -$77.7K -246 -5%
PWS
4008
Paragon Wealth Strategies
Florida
$1.44M -$2.53K -8 -0.2%
MSRI
4009
Michael S. Ryan Inc
New York
$1.44M -$7.1K -21 -0.5%
MWC
4010
MBM Wealth Consultants
Missouri
$1.43M -$88.8K -271 -6%
ACP
4011
Arcus Capital Partners
Georgia
$1.42M -$237K -750 -14%
NFG
4012
Northeast Financial Group
Pennsylvania
$1.42M -$132K -417 -8%
D
4013
Dentgroup
Louisiana
$1.42M +$11.7K +37 +0.8%
KIG
4014
Kennedy Investment Group
New Jersey
$1.42M +$205K +648 +17%
OWM
4015
OneAscent Wealth Management
Alabama
$1.42M +$1.42M +4,486 New
DA
4016
Doliver Advisors
Texas
$1.41M +$156K +495 +12%
AFA
4017
Arlington Financial Advisors
California
$1.41M
CWM
4018
Cherrydale Wealth Management
New Jersey
$1.41M +$33.5K +106 +2%
GM
4019
GeoWealth Management
Illinois
$1.41M +$98.2K +311 +7%
IFO
4020
Independent Family Office
New York
$1.41M +$63.2K +200 +5%
BAM
4021
Bayshore Asset Management
Florida
$1.41M
WAM
4022
Worth Asset Management
Texas
$1.4M -$192K -608 -12%
FTA
4023
Financial & Tax Architects
Missouri
$1.4M +$117K +371 +9%
VIM
4024
Vista Investment Management
Pennsylvania
$1.39M -$51.8K -164 -4%
NPPM
4025
North Point Portfolio Managers
Ohio
$1.39M +$316 +1 +0%