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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 %
LAM
4576
Lifestyle Asset Management
Texas
$440K +$158K +500 +56%
MS
4577
Mizuho Securities
Japan
$436K -$950K -3,010 -69%
TLFA
4578
True Link Financial Advisors
California
$432K +$27.5K +87 +7%
MA
4579
Mosaic Advisors
Texas
$431K -$2.22M -7,034 -84%
AC
4580
Applied Capital
Arkansas
$430K +$20.8K +66 +5%
LTL
4581
Lowery Thomas LLC
California
$425K +$631 +2 +0.1%
LIM
4582
Lagoda Investment Management
New York
$418K -$63.2K -200 -13%
RI
4583
Rinkey Investments
California
$417K -$87.5K -277 -17%
TDC
4584
Thompson Davis & Co
Virginia
$417K +$16.4K +52 +4%
KTA
4585
Keeley-Teton Advisors
Illinois
$416K
MFG
4586
Mendota Financial Group
Wisconsin
$415K -$49.9K -158 -11%
CCM
4587
Crabel Capital Management
California
$414K +$414K +1,312 New
CRG
4588
Cornerstone Retirement Group
Nevada
$412K -$1.13M -3,592 -73%
AI
4589
Arrien Investments
Idaho
$410K -$11.4K -36 -3%
CPCM
4590
Cardinal Point Capital Management
Ontario, Canada
$409K +$409K +1,295 New
RWG
4591
Regal Wealth Group
California
$408K -$11.1K -35 -3%
RH
4592
RFG Holdings
Texas
$407K +$407K +1,290 New
T
4593
TrueFG
Texas
$406K
FCT
4594
Family Capital Trust
Massachusetts
$405K -$31.6K -100 -7%
GFWA
4595
Grey Fox Wealth Advisors
Delaware
$404K -$11.1K -35 -3%
BWL
4596
Beacon Wealthcare LLC
North Carolina
$402K -$632 -2 -0.2%
WFC
4597
Western Financial Corp
California
$401K +$80.5K +255 +25%
HC
4598
Hoese & Co
Minnesota
$401K -$117K -370 -23%
SC
4599
Steph & Co
Wisconsin
$400K +$65K +206 +19%
IWP
4600
Insight Wealth Partners
Texas
$400K +$39.2K +124 +11%