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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 %
MWP
4751
MYCIO Wealth Partners
Pennsylvania
$234K 741 +741 New
GFG
4752
GR Financial Group
Arizona
$234K 740 +1 +0.1%
ACM
4753
Altrius Capital Management
North Carolina
$232K 735 +735 New
PHAM
4754
Portland Hill Asset Management
United Kingdom
$231K 731
WRM
4755
Weybosset Research & Management
Rhode Island
$225K 713
HF
4756
Halpern Financial
Virginia
$225K 712 +7 +1%
Betterment LLC
4757
Betterment LLC
New York
$224K 711 +711 New
JCM
4758
J2 Capital Management
Michigan
$224K 708 +35 +5%
GG
4759
GenWealth Group
New Jersey
$223K 707
NEPPG
4760
New England Professional Planning Group
Rhode Island
$222K 702
GIM
4761
Greylin Investment Management
Virginia
$221K 700
ARIS
4762
Advanced Research Investment Solutions
California
$219K 695 -1,494 -68%
PFA
4763
Pinnacle Family Advisors
Missouri
$219K 693 -131 -16%
RCG
4764
Ruane, Cunniff & Goldfarb
New York
$218K 692
FEM
4765
Fulcrum Equity Management
Texas
$218K 692 +692 New
JFG
4766
JDM Financial Group
Texas
$218K 691 -7 -1%
SA
4767
Stewardship Advisors
Pennsylvania
$216K 683 +683 New
SWA
4768
Safir Wealth Advisors
New Hampshire
$215K 680
SWM
4769
Stapp Wealth Management
Washington
$213K 676
FIS
4770
Fischer Investment Strategies
California
$213K 674
FPW
4771
Flagship Private Wealth
Massachusetts
$211K 668 +24 +4%
AAS
4772
Asset Allocation Strategies
Michigan
$209K 663 +22 +3%
BA
4773
BCM Advisors
Louisiana
$208K 574 -55 -9%
CM
4774
Cornerstone Management
Georgia
$208K 658
FFW
4775
Fusion Family Wealth
New York
$207K 657