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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 %
SW
4476
Simplicity Wealth
New Jersey
$606K -$316 -1 -0.1%
CFG
4477
Compton Financial Group
Maryland
$606K
BAM
4478
Banta Asset Management
California
$605K
EWP
4479
Elevation Wealth Partners
California
$604K
PWS
4480
Private Wealth Strategies
Ohio
$601K +$42.6K +135 +8%
VF
4481
VitalStone Financial
Texas
$600K +$499K +1,350 +495%
BSWM
4482
Boston Standard Wealth Management
Massachusetts
$599K -$42K -133 -7%
IWP
4483
IAG Wealth Partners
Wisconsin
$593K -$5.68K -18 -0.9%
BWIA
4484
Bryant Woods Investment Advisors
New York
$590K +$81.8K +259 +16%
MWA
4485
MFA Wealth Advisors
Pennsylvania
$587K -$2.53K -8 -0.4%
MIM
4486
Martin Investment Management
Florida
$586K -$166K -526 -22%
R
4487
Rebalance
California
$586K +$27.8K +88 +5%
PWM
4488
Provident Wealth Management
Tennessee
$584K
RDIA
4489
RE Dickinson Investment Advisors
Iowa
$584K +$35.1K +111 +6%
FFP
4490
Forbes Financial Planning
Rhode Island
$583K
EW
4491
Enzi Wealth
Texas
$582K -$2.62K -8 -0.4%
PP
4492
PFS Partners
New Jersey
$580K -$8.52K -27 -1%
TFA
4493
Tobias Financial Advisors
Florida
$579K -$28.7K -91 -5%
TA
4494
Tactive Advisors
Florida
$579K +$45.5K +144 +9%
Harris Associates
4495
Harris Associates
Illinois
$576K -$202K -641 -26%
T
4496
TNF
Montana
$572K +$663 +2 +0.1%
HA
4497
HC Advisors
Georgia
$568K -$61.6K -195 -10%
SC
4498
Schoolcraft Capital
Colorado
$567K -$6.95K -22 -1%
TF
4499
Theory Financial
Colorado
$567K -$14.5K -46 -2%
RWM
4500
Ruedi Wealth Management
Illinois
$566K +$19K +60 +3%