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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 %
OFP
4626
OLIO Financial Planning
Virginia
$357K +$316 +1 +0.1%
WC
4627
Weil Company
California
$356K +$12.6K +40 +4%
RFP
4628
Root Financial Partners
California
$356K -$141K -447 -28%
SC
4629
Schubert & Co
Texas
$356K +$35.4K +112 +11%
TCFP
4630
Treasure Coast Financial Planning
Florida
$356K
CCA
4631
Cadent Capital Advisors
Oklahoma
$353K -$323K -1,024 -48%
LHEI
4632
Leo H. Evart Inc
California
$353K -$166K -525 -32%
S
4633
ShariaPortfolio
Florida
$352K +$352K +1,115 New
OF
4634
Outfitter Financial
Maine
$350K -$7.89K -25 -2%
TC
4635
TAGStone Capital
North Carolina
$345K +$316 +1 +0.1%
IAMH
4636
IvyRock Asset Management (HK)
Hong Kong
$344K +$94.7K +300 +38%
EG
4637
Ellerson Group
Maryland
$343K +$343K +1,086 New
HWM
4638
Horizons Wealth Management
North Carolina
$342K
WFPG
4639
Waller Financial Planning Group
Ohio
$337K -$9.16K -29 -3%
SPIA
4640
Strategic Point Investment Advisors
Rhode Island
$337K +$56.8K +180 +20%
MWM
4641
Magnolia Wealth Management
Alabama
$336K +$27.8K +88 +9%
BP
4642
BCK Partners
New York
$336K +$31.6K +100 +10%
VFIC
4643
Valley Forge Investment Consultants
Pennsylvania
$333K +$181K +574 +120%
RA
4644
Rise Advisors
New York
$332K -$609K -1,930 -65%
CCM
4645
Cutler Capital Management
Massachusetts
$332K +$316 +1 +0.1%
SC
4646
Saybrook Capital
North Carolina
$332K
IFA
4647
Interactive Financial Advisors
Illinois
$332K
AC
4648
Avant Capital
Louisiana
$332K +$632 +2 +0.2%
DSCM
4649
Del-Sette Capital Management
New York
$330K -$61.6K -195 -16%
BOC
4650
Bull Oak Capital
California
$329K +$329K +1,043 New