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 %
LWA
4276
Lowe Wealth Advisors
Maryland
$895K +$316 +1 +0%
AFA
4277
Atlas Financial Advisors
California
$893K +$433K +1,371 +94%
GWM
4278
Grand Wealth Management
Michigan
$892K +$200K +634 +29%
DI
4279
DDFG Inc
California
$892K -$5.05K -16 -0.6%
AFS
4280
Axiom Financial Strategies
Indiana
$891K -$22.1K -70 -2%
FFWM
4281
Future Financial Wealth Management
Ohio
$885K +$2.21K +7 +0.3%
IF
4282
Insight Folios
North Carolina
$885K -$2.21K -7 -0.2%
FP
4283
Foundry Partners
Minnesota
$881K +$204K +645 +30%
CIS
4284
Continental Investors Services
Washington
$878K -$833K -2,639 -49%
TWP
4285
Tower Wealth Partners
Pennsylvania
$876K +$40.1K +127 +5%
JA
4286
JVL Associates
Michigan
$876K +$38.8K +123 +5%
WA
4287
Waterford Advisors
New York
$875K +$48.6K +154 +6%
UWM
4288
USAdvisors Wealth Management
Minnesota
$875K +$122K +387 +16%
GAM
4289
Garrison Asset Management
Arkansas
$872K
AFO
4290
Arrowroot Family Office
California
$871K -$464K -1,471 -35%
WIC
4291
Wilkins Investment Counsel
Massachusetts
$868K +$110K +349 +15%
DCBT
4292
Dakota Community Bank & Trust
North Dakota
$868K -$65.4K -207 -7%
CS
4293
Capital Square
Tennessee
$868K -$1.65K -5 -0.2%
MSWMA
4294
Market Street Wealth Management Advisors
Indiana
$867K +$368K +1,164 +74%
BF
4295
Brogan Financial
Tennessee
$867K
GCWM
4296
Graham Capital Wealth Management
District of Columbia
$864K
AL
4297
ACAS LLC
California
$864K +$51.2K +162 +6%
MFA
4298
Morling Financial Advisors
California
$861K -$57.8K -183 -6%
WF
4299
Warner Financial
Maryland
$857K +$316 +1 +0%
JWS
4300
Juncture Wealth Strategies
Arizona
$857K +$18.9K +60 +2%