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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 %
WC
4376
Wexford Capital
Florida
$740K +$539K +1,707 +268%
HPCM
4377
Hunter Perkins Capital Management
Illinois
$739K -$62.5K -198 -8%
KFSC
4378
Keystone Financial Services (Colorado)
Colorado
$739K +$44.8K +142 +6%
BMD
4379
Better Money Decisions
New Mexico
$738K -$36.6K -116 -5%
NFW
4380
Noble Family Wealth
Florida
$736K +$9.79K +31 +1%
IW
4381
Instrumental Wealth
Florida
$735K +$202K +608 +38%
AI
4382
Auour Investments
Massachusetts
$734K +$3.31K +10 +0.5%
BA
4383
Ballew Advisors
Mississippi
$733K -$7.02K -22 -0.9%
ACM
4384
Alamar Capital Management
California
$731K
UIA
4385
Ulland Investment Advisors
Minnesota
$730K +$161K +510 +28%
OFS
4386
Oldfather Financial Services
Nebraska
$729K -$158K -500 -18%
WF
4387
Whelan Financial
California
$729K +$86.2K +273 +13%
SP
4388
SWS Partners
Ohio
$728K +$7.58K +24 +1%
BFG
4389
Baron Financial Group
New Jersey
$728K +$316 +1 +0%
CFC
4390
Coyle Financial Counsel
Illinois
$727K -$66.3K -210 -8%
MWA
4391
Martel Wealth Advisors
Washington
$726K +$316 +1 +0%
RFO
4392
RiverGlades Family Offices
Florida
$726K
PIC
4393
Portland Investment Counsel
Ontario, Canada
$724K
ETIA
4394
Epic Trust Investment Advisors
Washington
$720K -$13.9K -44 -2%
SW
4395
Signify Wealth
Missouri
$716K +$46.1K +146 +7%
CCA
4396
Conservest Capital Advisors
Pennsylvania
$714K -$3.79K -12 -0.5%
GCIA
4397
Gabelli & Co Investment Advisers
New York
$714K
PDM
4398
Penn Davis McFarland
Texas
$713K +$189K +600 +36%
HPWM
4399
High Pines Wealth Management
Massachusetts
$712K +$8.84K +28 +1%
TA
4400
TKG Advisors
Indiana
$712K +$393K +1,245 +123%