MSFT icon

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 %
CCP
4101
Cassia Capital Partners
North Carolina
$1.23M +$10.4K +33 +0.9%
SHWM
4102
Smith & Howard Wealth Management
Georgia
$1.23M +$33.8K +107 +3%
SIA
4103
Sage Investment Advisers
New York
$1.21M +$632 +2 +0.1%
SFG
4104
Steward Financial Group
Texas
$1.21M +$11K +35 +0.9%
PS
4105
Planned Solutions
California
$1.21M +$38.5K +122 +3%
GFL
4106
Granite FO LLC
New Hampshire
$1.21M +$85.3K +270 +8%
MPCG
4107
Matrix Private Capital Group
New York
$1.2M -$24.3K -77 -2%
CA
4108
Crumly & Associates
Illinois
$1.2M +$30K +95 +3%
PWC
4109
PYA Waltman Capital
Tennessee
$1.2M -$101K -321 -8%
GWM
4110
Greenhouse Wealth Management
Connecticut
$1.2M -$5.05K -16 -0.4%
WOSD
4111
WFA of San Diego
California
$1.19M -$28.4K -90 -2%
TFA
4112
Trinity Financial Advisors
Ohio
$1.19M +$35K +111 +3%
CAP
4113
Columbia Advisory Partners
Washington
$1.19M +$72K +228 +6%
SWIM
4114
Smallwood Wealth Investment Management
New Jersey
$1.19M -$47.7K -151 -4%
AFS
4115
Annapolis Financial Services
Maryland
$1.19M +$42.6K +135 +4%
RWG
4116
Ratio Wealth Group
Colorado
$1.19M +$292K +926 +33%
NRW
4117
Nova R Wealth
Kansas
$1.19M -$282K -894 -19%
SCM
4118
Stordahl Capital Management
Colorado
$1.18M +$26.8K +85 +2%
DIA
4119
Dean Investment Associates
Ohio
$1.18M -$8.84K -28 -0.7%
VFPI
4120
Vantage Financial Partners (Illinois)
Illinois
$1.18M -$2.15M -6,794 -65%
RWM
4121
Reston Wealth Management
Virginia
$1.17M +$60.3K +191 +5%
DA
4122
Drake & Associates
Wisconsin
$1.17M -$102K -324 -8%
HCA
4123
Heck Capital Advisors
Wisconsin
$1.17M +$16.7K +53 +1%
YWS
4124
Yarger Wealth Strategies
Ohio
$1.17M +$42.3K +134 +4%
AWA
4125
Alaska Wealth Advisors
Alaska
$1.17M +$114K +361 +11%