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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 %
PWA
4051
Peterson Wealth Advisors
Utah
$1.35M -$57.2K -181 -4%
PCFFS
4052
Pacific Center for Financial Services
California
$1.34M +$227K +720 +20%
PCI
4053
Planning Center Inc
Illinois
$1.34M -$193K -611 -13%
RP
4054
Riverwater Partners
Wisconsin
$1.33M +$61.9K +196 +5%
IWP
4055
Innova Wealth Partners
Pennsylvania
$1.33M -$6.95K -22 -0.5%
HA
4056
HFG Advisors
Ohio
$1.32M +$260K +823 +24%
SPI
4057
Santori & Peters Inc
Pennsylvania
$1.32M +$316 +1 +0%
RTL
4058
Red Tortoise LLC
Georgia
$1.32M +$631 +2 +0%
PFM
4059
Peak Financial Management
Massachusetts
$1.32M -$106K -336 -7%
MRWM
4060
ML&R Wealth Management
Texas
$1.32M +$183K +578 +16%
CL
4061
COWA LLC
Oklahoma
$1.31M +$63.2K +200 +5%
ACH
4062
ArrowMark Colorado Holdings
Colorado
$1.31M +$59.7K +189 +5%
VAFP
4063
Vahanian & Associates Financial Planning
New York
$1.31M +$18.9K +60 +1%
BDF
4064
Black Diamond Financial
Maryland
$1.31M +$316 +1 +0%
BWM
4065
Blossom Wealth Management
California
$1.31M +$224K +710 +21%
KFS
4066
Kelly Financial Services
Massachusetts
$1.31M -$13.6K -43 -1%
SWM
4067
Selective Wealth Management
Virginia
$1.3M -$205K -642 -14%
DF
4068
Dunhill Financial
United Kingdom
$1.3M +$144K +440 +13%
MPW
4069
MA Private Wealth
California
$1.29M -$316 -1 -0%
DWA
4070
Delos Wealth Advisors
Texas
$1.29M -$17.7K -54 -1%
PIA
4071
Powell Investment Advisors
Florida
$1.28M +$262K +829 +26%
CWA
4072
Centennial Wealth Advisory
Michigan
$1.28M -$74.8K -237 -6%
PGWM
4073
Pitti Group Wealth Management
New York
$1.28M +$28.1K +89 +2%
FPWM
4074
FSB Premier Wealth Management
Iowa
$1.28M +$59.4K +188 +5%
W
4075
WorthPointe
California
$1.28M +$457K +1,446 +55%