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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 %
CWA
4251
Capital Wealth Alliance
Arizona
$952K +$1.26K +4 +0.1%
DIP
4252
Davis Investment Partners
North Carolina
$946K -$10.5K -33 -1%
PCM
4253
Presidio Capital Management
California
$945K +$55.3K +175 +6%
ACM
4254
Arlington Capital Management
Illinois
$939K +$386K +1,222 +70%
CPG
4255
Cornerstone Planning Group
New Jersey
$939K +$193K +611 +26%
IA
4256
Inspire Advisors
Idaho
$932K +$203K +644 +28%
FL
4257
Fort LP
Maryland
$930K +$111K +350 +13%
SRG
4258
SBB Research Group
Illinois
$929K +$1.58K +5 +0.2%
RCYC
4259
Richard C. Young & Co
Rhode Island
$929K +$346K +1,095 +59%
CIG
4260
Cairn Investment Group
Washington
$926K +$38.2K +121 +4%
SWA
4261
Sightline Wealth Advisors
Connecticut
$922K -$131K -416 -12%
RIA
4262
Richwood Investment Advisors
Ohio
$922K
IWA
4263
IVC Wealth Advisors
Pennsylvania
$919K +$5.05K +16 +0.6%
AGA
4264
Arkos Global Advisors
Texas
$917K -$23.7K -75 -3%
PWS
4265
Precision Wealth Strategies
Missouri
$917K +$483K +1,530 +111%
SFPG
4266
Stonebridge Financial Planning Group
Florida
$916K +$145K +458 +19%
BWM
4267
Brickley Wealth Management
California
$914K -$10.4K -33 -1%
LFA
4268
Lauterbach Financial Advisors
Texas
$913K
FPIS
4269
Financial Planning & Information Services
Wisconsin
$908K -$45.1K -143 -5%
HNWA
4270
Henrickson Nauta Wealth Advisors
Michigan
$904K -$18.9K -60 -2%
BIA
4271
BHK Investment Advisors
Alabama
$902K -$23.7K -75 -3%
HT
4272
Headlands Technologies
Illinois
$901K -$4.61M -14,597 -84%
WA
4273
Wealthstar Advisors
Texas
$900K +$19K +60 +2%
ODFS
4274
O'Donnell Financial Services
California
$899K
OAM
4275
Oberweis Asset Management
Illinois
$895K -$69.5K -220 -7%