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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 %
FWA
4351
Freedom Wealth Alliance
Wisconsin
$781K -$105K -332 -12%
AWM
4352
Altus Wealth Management
Kentucky
$777K +$314K +995 +68%
LI
4353
LVZ Inc
Michigan
$774K -$43.6K -138 -5%
SW
4354
SMART Wealth
Nebraska
$774K -$23.1K -73 -3%
WCM
4355
Wealthcare Capital Management
Virginia
$774K +$6.95K +22 +0.9%
CCA
4356
Covey Capital Advisors
Georgia
$774K
BWA
4357
BlueSky Wealth Advisors
North Carolina
$772K +$60K +190 +8%
AA
4358
ACT Advisors
North Carolina
$771K +$316K +1,002 +70%
SPWG
4359
Sage Private Wealth Group
Illinois
$770K +$29.7K +94 +4%
WWP
4360
Waypoint Wealth Partners
California
$769K
XSC
4361
X-Square Capital
Puerto Rico
$768K
AWM
4362
Austin Wealth Management
Texas
$767K +$767K +2,032 New
DWA
4363
Delap Wealth Advisory
Oregon
$764K +$134K +423 +21%
KHC
4364
Koesten Hirschmann & Crabtree
Kansas
$758K +$2.21K +7 +0.3%
AA
4365
Aufman Associates
Pennsylvania
$758K -$13.3K -42 -2%
CWM
4366
Chicago Wealth Management
Illinois
$757K -$632 -2 -0.1%
AI
4367
ArchPoint Investors
Florida
$755K +$632 +2 +0.1%
HIA
4368
HTG Investment Advisors
Connecticut
$754K +$167K +529 +28%
AA
4369
AJ Advisors
Tennessee
$753K -$3.16K -10 -0.4%
LIA
4370
LifePlan Investment Advisors
North Carolina
$752K +$180K +570 +31%
PSF
4371
Pacific Sun Financial
California
$751K +$5.68K +18 +0.8%
ST
4372
Sageworth Trust
Pennsylvania
$751K -$126K -400 -14%
PFA
4373
Plotkin Financial Advisors
Maryland
$747K +$132K +417 +21%
SFP
4374
Sterling Financial Planning
New Jersey
$746K -$25.3K -80 -3%
SS
4375
Sound Stewardship
Kansas
$744K -$21.8K -69 -3%