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 %
EW
4301
Element Wealth
Mississippi
$855K -$23.4K -74 -3%
APW
4302
Axim Planning & Wealth
Ohio
$849K +$79.3K +251 +10%
CCM
4303
Chiron Capital Management
Florida
$848K -$133K -420 -14%
MWP
4304
Meredith Wealth Planning
Illinois
$844K +$475K +1,504 +129%
TLA
4305
Tanglewood Legacy Advisors
Texas
$844K +$316 +1 +0%
TC
4306
TAP Consulting
Missouri
$844K -$850K -2,693 -50%
SWAG
4307
Spectrum Wealth Advisory Group
California
$843K +$631 +2 +0.1%
CIAS
4308
CBIZ Investment Advisory Services
Ohio
$842K
WCM
4309
Wallace Capital Management
Texas
$841K -$537K -1,700 -39%
MAM
4310
MMA Asset Management
Pennsylvania
$838K +$4.11K +13 +0.5%
MWM
4311
McNaughton Wealth Management
California
$836K -$41.4K -131 -5%
F4L
4312
Fortune 45 LLC
Louisiana
$835K +$63.5K +201 +8%
MFC
4313
Morris Financial Concepts
South Carolina
$833K -$6.95K -22 -0.8%
SMG
4314
Smart Money Group
Texas
$831K +$69.5K +220 +9%
AFIA
4315
America First Investment Advisors
Nebraska
$830K
P
4316
Palladiem
Pennsylvania
$829K +$316 +1 +0%
BAMG
4317
Brand Asset Management Group
Missouri
$828K -$228K -722 -22%
YWM
4318
Yoder Wealth Management
California
$824K -$230K -727 -22%
NCM
4319
Next Capital Management
New York
$824K +$34.4K +109 +4%
SIMG
4320
Stephens Investment Management Group
Texas
$823K
GCM
4321
Glaxis Capital Management
Florida
$821K
EL
4322
EWA LLC
Pennsylvania
$821K +$128K +348 +18%
NQWM
4323
Northwest Quadrant Wealth Management
Oregon
$818K +$18K +57 +2%
NFP
4324
Narus Financial Partners
Utah
$816K +$63.8K +202 +8%
CPWM
4325
Cypress Point Wealth Management
Texas
$815K +$815K +2,581 New