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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 %
DFCM
4226
Dark Forest Capital Management
Puerto Rico
$999K -$732K -2,317 -42%
KWM
4227
KFG Wealth Management
Indiana
$997K +$18K +57 +2%
RBCM
4228
Raub Brock Capital Management
California
$996K
MAM
4229
Must Asset Management
South Korea
$996K +$230K +737 +30%
GWSA
4230
Global Wealth Strategies & Associates
Colorado
$993K +$632 +2 +0.1%
CAM
4231
CPA Asset Management
Florida
$993K +$36.9K +117 +4%
IDA
4232
Intelligence Driven Advisers
California
$989K -$24.2K -76 -2%
TWM
4233
Trinity Wealth Management
Pennsylvania
$985K -$12K -38 -1%
LRIC
4234
Long Road Investment Counsel
Michigan
$984K
HWM
4235
HighMark Wealth Management
Minnesota
$981K +$28.1K +89 +3%
WCWM
4236
Willow Creek Wealth Management
California
$980K -$183K -581 -16%
CCA
4237
Conestoga Capital Advisors
Pennsylvania
$979K -$6.32K -20 -0.6%
LFS
4238
Lutz Financial Services
Nebraska
$977K -$41.4K -131 -4%
GCM
4239
G2 Capital Management
Ohio
$977K +$68.2K +216 +8%
SPI
4240
Sutton Place Investors
New York
$976K +$13.9K +44 +1%
LSIA
4241
LaSalle St. Investment Advisors
Illinois
$970K +$349K +1,105 +56%
EAM
4242
Eschler Asset Management
United Kingdom
$966K +$966K +3,060 New
FCC
4243
Flower City Capital
New York
$965K -$15.2K -48 -2%
AWM
4244
Aspire Wealth Management
Massachusetts
$965K -$38.8K -123 -4%
LFA
4245
Level Financial Advisors
New York
$964K +$492K +1,559 +104%
KAM
4246
KEB Asset Management
Illinois
$964K +$24.6K +78 +3%
HAS
4247
Holland Advisory Services
Florida
$963K +$149K +472 +18%
SCM
4248
Seascape Capital Management
New Hampshire
$960K +$8.53K +27 +0.9%
MCM
4249
Mainstay Capital Management
Michigan
$955K -$599K -1,897 -39%
GCM
4250
Gallacher Capital Management
Colorado
$953K -$64.1K -203 -6%