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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 %
AL
4401
Arnhold LLC
New York
$710K
TWA
4402
Tandem Wealth Advisors
Arizona
$710K -$10.1K -32 -1%
CFS
4403
CGC Financial Services
Oregon
$707K -$257K -814 -27%
FWM
4404
ForthRight Wealth Management
Georgia
$702K -$27.5K -87 -4%
HCM
4405
Horrell Capital Management
Arkansas
$698K
HFW
4406
Horizon Family Wealth
Illinois
$697K +$1.26K +4 +0.2%
FAM
4407
Fenimore Asset Management
New York
$695K -$442K -1,400 -39%
SAM
4408
Sequent Asset Management
Texas
$694K +$15.8K +50 +2%
PI
4409
Pachira Investments
California
$694K +$90.3K +286 +15%
OCFG
4410
O'Connor Financial Group
Illinois
$692K +$9.79K +31 +1%
TCG
4411
Tremblant Capital Group
Florida
$691K +$72.3K +229 +12%
GCL
4412
Gouws Capital LLC
North Carolina
$688K
TFG
4413
Tilson Financial Group
New Jersey
$688K +$688K +2,180 New
VEA
4414
Virtus ETF Advisers
New York
$686K -$167K -528 -20%
FI
4415
FIDELIS iM
Oregon
$685K +$632 +2 +0.1%
IPW
4416
Intergy Private Wealth
Colorado
$685K +$32.5K +103 +5%
LAM
4417
Lingohr Asset Management
Germany
$683K +$15.8K +50 +2%
WIM
4418
Warwick Investment Management
Texas
$683K +$631 +2 +0.1%
BAG
4419
Bridgewealth Advisory Group
California
$679K +$35.4K +112 +5%
APS
4420
American Planning Services
Florida
$676K +$42.9K +136 +7%
EP
4421
EPIQ Partners
Minnesota
$675K
GRQ
4422
Gardner Russo & Quinn
Pennsylvania
$673K -$31.9K -101 -5%
PC
4423
Prairiewood Capital
North Dakota
$672K
JC
4424
Jentner Corp
Ohio
$669K
KCM
4425
Kendall Capital Management
Maryland
$668K -$48K -152 -7%