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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 %
EPP
4501
ETF Portfolio Partners
Kansas
$565K +$292K +925 +107%
RK
4502
Rather & Kittrell
Tennessee
$563K -$1.26K -4 -0.2%
ICM
4503
Ionic Capital Management
New York
$554K +$554K +1,756 New
RJTCONH
4504
Raymond James Trust Company of New Hampshire
New Hampshire
$554K -$27.2K -86 -5%
HWA
4505
Hilltop Wealth Advisors
North Carolina
$549K +$40.1K +127 +8%
SCM
4506
Shapiro Capital Management
Georgia
$548K +$316 +1 +0.1%
BF
4507
Blankinship & Foster
California
$547K
RIM
4508
Reliant Investment Management
Tennessee
$546K
C1AG
4509
Client 1st Advisory Group
Florida
$542K -$7.26K -23 -1%
DWMS
4510
Dominguez Wealth Management Solutions
Virginia
$542K +$30.6K +97 +6%
HPA
4511
High Probability Advisors
New York
$539K +$22.4K +71 +4%
SCA
4512
Stuart Chaussee & Associates
California
$539K -$291K -920 -35%
KIM
4513
Karpus Investment Management
New York
$537K
ES
4514
ETF Store
Kansas
$535K -$210K -635 -28%
AFG
4515
Arkansas Financial Group
Arkansas
$535K
DFA
4516
DHJJ Financial Advisors
Illinois
$531K -$6.63K -21 -1%
FWS
4517
FinDec Wealth Services
California
$529K +$7.58K +24 +1%
RA
4518
Resolute Advisors
California
$528K
AWA
4519
AmeriServ Wealth Advisors
Pennsylvania
$527K -$221K -700 -30%
MAM
4520
McCarthy Asset Management
California
$526K
WFA
4521
West Financial Advisors
Iowa
$526K +$3.79K +12 +0.7%
SEM
4522
Strategic Equity Management
Arizona
$525K +$22.7K +72 +5%
SBF
4523
Sara-Bay Financial
Florida
$524K -$632 -2 -0.1%
MBFW
4524
Morton Brown Family Wealth
Pennsylvania
$524K
SWM
4525
Shakespeare Wealth Management
Wisconsin
$522K +$1.26K +4 +0.2%