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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 %
SPW
4526
Surience Private Wealth
Washington
$522K -$439K -1,390 -46%
TPW
4527
TL Private Wealth
Texas
$518K
KIA
4528
Kraematon Investment Advisors
Massachusetts
$518K -$31.3K -99 -6%
GWAG
4529
Garrett Wealth Advisory Group
Texas
$512K +$55.6K +176 +12%
BWM
4530
Brown Wealth Management
Illinois
$512K -$158K -501 -24%
HG
4531
Harbor Group
New Hampshire
$511K
MFGP
4532
Marshall Financial Group (Pennsylvania)
Pennsylvania
$511K -$308K -974 -38%
RWA
4533
Redmont Wealth Advisors
Illinois
$509K
HWMT
4534
Heritage Wealth Management (Texas)
Texas
$508K +$217K +687 +75%
SCA
4535
Sippican Capital Advisors
Massachusetts
$507K +$316K +1,000 +165%
DMKJ
4536
David M. Knott Jr
$505K
TSS
4537
Thomas Story & Son
Indiana
$504K
SFMG
4538
Sage Financial Management Group
Virginia
$504K +$504K +1,595 New
GWM
4539
GoalFusion Wealth Management
Texas
$502K
CC
4540
Corton Capital
Ontario, Canada
$500K +$269K +852 +116%
CFM
4541
Capricorn Fund Managers
United Kingdom
$500K -$916K -2,900 -65%
CAG
4542
Compass Advisory Group
New York
$497K -$48.3K -153 -9%
VFPW
4543
Vantage Financial Partners (Wisconsin)
Wisconsin
$496K +$32.5K +103 +7%
AWM
4544
AAF Wealth Management
Massachusetts
$495K +$316 +1 +0.1%
CWM
4545
Capital Wealth Management
Rhode Island
$494K
NECFA
4546
New England Capital Financial Advisors
Connecticut
$491K +$632 +2 +0.1%
MC
4547
Merlin Capital
Rhode Island
$490K -$25.9K -82 -5%
BBWP
4548
Beacon Bridge Wealth Partners
Pennsylvania
$486K +$25.6K +81 +6%
EPWM
4549
Essex Private Wealth Management
Massachusetts
$486K -$947 -3 -0.2%
PIFP
4550
Partners in Financial Planning
Virginia
$486K +$47.1K +149 +11%