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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 %
OGF
4426
Orin Green Financial
California
$667K
KL
4427
KilterHowling LLC
Colorado
$666K +$4.11K +13 +0.6%
WCP
4428
Wick Capital Partners
Pennsylvania
$658K +$32.2K +102 +5%
WCP
4429
Welch Capital Partners
New York
$655K +$58.4K +185 +10%
ACM
4430
Ardent Capital Management
Ohio
$655K +$328K +1,038 +100%
TFA
4431
TPG Financial Advisors
Oregon
$654K +$164K +518 +33%
FRM
4432
Fox Run Management
Connecticut
$654K +$253K +800 +63%
XWM
4433
Xcel Wealth Management
Florida
$651K -$1.4M -4,433 -68%
EFN
4434
Equita Financial Network
Pennsylvania
$650K +$650K +2,059 New
DWMG
4435
DB Wealth Management Group
California
$649K -$15.8K -50 -2%
ETS
4436
ESL Trust Services
New York
$649K
ASFA
4437
All Season Financial Advisors
Colorado
$648K +$631 +2 +0.1%
RC
4438
Rovin Capital
Arizona
$647K -$304K -964 -32%
DI
4439
Disciplined Investments
Oklahoma
$646K -$2.53K -8 -0.4%
HCRE
4440
Hoya Capital Real Estate
Connecticut
$645K
TWP
4441
TFO Wealth Partners
Ohio
$644K +$335K +985 +109%
GWA
4442
Geometric Wealth Advisors
District of Columbia
$643K +$3.16K +10 +0.5%
CSIA
4443
Carl Stuart Investment Advisor
Texas
$643K
JPLA
4444
Joseph P. Lucia & Associates
New York
$640K +$42.6K +135 +7%
HMS
4445
Hanseatic Management Services
New Mexico
$639K +$4.42K +14 +0.7%
SPIO
4446
Seven Post Investment Office
California
$635K +$23.7K +75 +4%
KCM
4447
Kaye Capital Management
California
$635K +$1.26K +4 +0.2%
CGF
4448
Constant Guidance Financial
Massachusetts
$633K +$633K +1,992 New
NRA
4449
NSI Retail Advisors
Pennsylvania
$632K -$221K -700 -26%
SLT
4450
St Louis Trust
Missouri
$632K