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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.

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 Market Value Shares Shares
Change
Shares
Change %
BWM
4726
Biltmore Wealth Management
Arizona
$253K 801 +1 +0.1%
LG
4727
LAM Group
Oregon
$252K 799
MCA
4728
Maryland Capital Advisors
Maryland
$249K 789 -36 -4%
WCWM
4729
Wooster Corthell Wealth Management
Connecticut
$249K 788 -28 -3%
SC
4730
Sykon Capital
New York
$248K 786 +786 New
CCG
4731
Capital CS Group
California
$247K 784 -2,611 -77%
JAIC
4732
Josh Arnold Investment Consultant
Minnesota
$247K 767 -50 -6%
LJCM
4733
Lee Johnson Capital Management
Texas
$247K 781 -19 -2%
PWM
4734
Pacific Wealth Management
California
$246K 779 +2 +0.3%
SIAM
4735
Sterling Investment Advisors (Missouri)
Missouri
$245K 776 +133 +21%
HAFS
4736
Hapanowicz & Associates Financial Services
Pennsylvania
$245K 776
SWA
4737
ShankerValleau Wealth Advisors
Illinois
$245K 776
BCM
4738
Beddow Capital Management
Wyoming
$245K 775
CWA
4739
Core Wealth Advisors
Florida
$245K 775 +20 +3%
SCM
4740
Saba Capital Management
New York
$242K 767 -192 -20%
SAM
4741
Sandbar Asset Management
United Kingdom
$242K 767 +767 New
SC
4742
Skylands Capital
Wisconsin
$242K 765
CWP
4743
Corepath Wealth Partners
Arizona
$241K 736 +44 +6%
MFS
4744
McNamara Financial Services
Massachusetts
$241K 763 -100 -12%
SG
4745
Strid Group
Pennsylvania
$240K 761 -65 -8%
NFP
4746
NorthLanding Financial Partners
New York
$240K 761 +1 +0.1%
EL
4747
EQ LLC
Washington
$238K 754 +30 +4%
JSA
4748
Jacobson & Schmitt Advisors
Wisconsin
$237K 751 +751 New
PHM
4749
Prospect Hill Management
New Jersey
$237K 750 +750 New
SPWM
4750
Straight Path Wealth Management
Michigan
$236K 746 +137 +22%