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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 %
SC
4326
Saiph Capital
New Jersey
$813K -$38.8K -123 -5%
FSWA
4327
Financial Synergies Wealth Advisors
Texas
$813K +$415K +1,314 +104%
C
4328
Covestor
United Kingdom
$812K -$9.48K -30 -1%
OCG
4329
Opus Capital Group
Ohio
$812K +$20.9K +66 +3%
SWP
4330
ShoreHaven Wealth Partners
New Jersey
$811K -$29.1K -92 -3%
MWM
4331
Maripau Wealth Management
Indiana
$810K +$165K +522 +26%
WH
4332
Whitcomb & Hess
Ohio
$808K -$35.7K -113 -4%
OFG
4333
Omega Financial Group
California
$807K -$228K -722 -22%
WFA
4334
Websterrogers Financial Advisors
South Carolina
$805K -$36K -114 -4%
BWP
4335
Bernardo Wealth Planning
Pennsylvania
$805K +$8.84K +28 +1%
AIM
4336
Aigen Investment Management
New York
$803K -$1.3M -4,132 -62%
CCM
4337
Carmel Capital Management
California
$803K +$126K +400 +19%
CWM
4338
Collaborative Wealth Management
Florida
$802K +$21.5K +68 +3%
QWM
4339
Quaker Wealth Management
New Jersey
$801K +$50.5K +160 +7%
EWM
4340
Endowment Wealth Management
Wisconsin
$796K +$8.21K +26 +1%
KV
4341
Kickstand Ventures
New York
$796K +$796K +2,521 New
DWM
4342
Dopkins Wealth Management
New York
$794K +$442K +1,401 +126%
SM
4343
Sensible Money
Arizona
$792K +$19.6K +62 +3%
DP
4344
Denver PWM
Colorado
$791K +$56.1K +176 +8%
GC
4345
Gruss & Co
Florida
$789K -$1.42M -4,500 -64%
VIA
4346
Virtus Investment Advisers
Connecticut
$784K +$97.9K +310 +14%
SM
4347
Sciencast Management
New Jersey
$783K -$56.8K -180 -7%
PGF
4348
Plan Group Financial
Oklahoma
$783K -$739K -2,342 -49%
TIM
4349
Total Investment Management
Arizona
$782K -$58.1K -184 -7%
CM
4350
CastleKnight Management
New York
$781K +$316K +1,000 +68%