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Microsoft

4,823 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, 2,188 increasing their positions, 2,087 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,823
Holders Change
+47
Holders Change %
+0.98%
% of All Funds
76.91%
Holding in Top 10
2,658
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-0.34%
% of All Funds
42.39%
New
190
Increased
2,188
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 %
LWIC
4601
Leith Wheeler Investment Counsel
British Columbia, Canada
$396K +$54.3K +172 +16%
FIC
4602
Family Investment Center
Missouri
$391K -$29.7K -94 -7%
GWM
4603
Guardian Wealth Management
Illinois
$389K +$1.26K +4 +0.3%
FOFP
4604
Fee-Only Financial Planning
South Carolina
$387K
BWA
4605
Brave Warrior Advisors
New York
$387K
JMF
4606
Johnson Midwest Financial
Iowa
$384K
BFP
4607
Beacon Financial Planning
Massachusetts
$383K +$316 +1 +0.1%
RPG
4608
Resource Planning Group
Georgia
$383K -$31.3K -99 -8%
BWM
4609
Benchmark Wealth Management
Connecticut
$380K -$9.47K -30 -2%
BIA
4610
Barry Investment Advisors
Massachusetts
$380K -$164K -518 -30%
AFS
4611
AFG Fiduciary Services
Massachusetts
$378K
G
4612
Gainplan
Michigan
$378K +$378K +1,196 New
FA
4613
Financial Alternatives
California
$376K +$35.4K +112 +10%
BI
4614
Bramshill Investments
Florida
$376K
SC
4615
Swan Capital
Florida
$374K +$374K +1,183 New
QC
4616
QCM Cayman
Texas
$373K +$373K +1,182 New
LAM
4617
LifePro Asset Management
California
$373K -$13.6K -43 -4%
OKSA
4618
O'Keefe Stevens Advisory
New York
$373K +$20.5K +65 +6%
GWAM
4619
Guardian Wealth Advisors (Minnesota)
Minnesota
$372K -$7.26K -23 -2%
DA
4620
DSC Advisors
Illinois
$372K +$33.5K +106 +10%
WIC
4621
Whitegate Investment Counselors
New Hampshire
$372K +$22.4K +71 +6%
EL
4622
Envoi LLC
Minnesota
$371K -$71K -225 -16%
XC
4623
XY Capital
Hong Kong
$371K +$371K +1,175 New
AIA
4624
Acute Investment Advisory
Arizona
$361K +$40.7K +129 +13%
OFP
4625
OLIO Financial Planning
Virginia
$357K +$316 +1 +0.1%