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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 %
MWM
4551
MBE Wealth Management
Wisconsin
$485K
RCA
4552
Reitz Capital Advisors
Michigan
$484K -$10.5M -32,022 -96%
WMWM
4553
Whitaker-Myers Wealth Managers
Ohio
$479K -$4.11K -13 -0.9%
DWM
4554
Denver Wealth Management
Colorado
$477K +$36K +114 +8%
NWA
4555
Navis Wealth Advisors
New York
$476K +$9.79K +31 +2%
VFG
4556
V2 Financial group
Illinois
$474K -$63.2K -200 -12%
TIM
4557
Triad Investment Management
California
$474K
AIA
4558
Armor Investment Advisors
North Carolina
$469K +$6K +19 +1%
SCP
4559
Stevens Capital Partners
Nebraska
$468K -$10.7K -34 -2%
2L
4560
25 LLC
Missouri
$466K +$18.6K +59 +4%
AA
4561
Axiom Advisory
California
$465K +$234K +741 +101%
PFG
4562
Peterson Financial Group
Iowa
$464K +$3.47K +11 +0.8%
SG
4563
Sharper & Granite
California
$459K +$55.9K +177 +14%
CWR
4564
Chico Wealth RIA
California
$458K -$1.26K -4 -0.3%
PVAMC
4565
PPS&V Asset Management Consultants
Michigan
$455K +$316 +1 +0.1%
AWMNH
4566
Arcadia Wealth Management (New Hampshire)
New Hampshire
$453K -$24.9K -79 -5%
FA
4567
Fortis Advisors
Pennsylvania
$452K
AG
4568
Algert Global
California
$452K -$6.74M -21,355 -94%
AWM
4569
Activest Wealth Management
Florida
$446K -$62.5K -198 -12%
RFA
4570
RTD Financial Advisors
Pennsylvania
$446K
CA
4571
Cresta Advisors
Texas
$444K +$444K +1,405 New
PHK
4572
Point72 Hong Kong
Hong Kong
$442K -$2.53M -8,000 -85%
TA
4573
Teramo Advisors
Florida
$442K
UFF
4574
USA Financial Formulas
Michigan
$442K +$438K +1,386 +9,900%
OFG
4575
OmniStar Financial Group
North Carolina
$442K -$105K -329 -19%