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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 %
AAS
751
Avantax Advisory Services
Texas
$76.2M -$1.24M -3,924 -2%
CPSAC
752
Chas P. Smith & Associates (CPS)
Florida
$75.8M -$3.63M -11,506 -5%
NPF
753
Norris Perne & French
Michigan
$75.4M -$376K -1,191 -0.5%
IWC
754
Integrated Wealth Concepts
Massachusetts
$75.3M -$4.29M -13,589 -5%
AT
755
Avalon Trust
New Mexico
$75.3M +$50.5K +160 +0.1%
AA
756
Ancora Advisors
Ohio
$75.3M -$755K -2,392 -1%
AIP
757
Ameritas Investment Partners
Nebraska
$74.8M -$11.4M -36,153 -13%
ISL
758
Ingalls & Snyder LLC
New York
$74.6M -$1.07M -3,400 -1%
MCM
759
Mill Capital Management
North Carolina
$74.4M -$1.26K -4 -0%
EIA
760
Edgemoor Investment Advisors
Maryland
$74.3M -$485K -1,536 -0.6%
NMIMC
761
Northwestern Mutual Investment Management Company
Wisconsin
$74M -$9.79K -31 -0%
WAS
762
Wesleyan Assurance Society
United Kingdom
$73.9M
CRCM
763
Cat Rock Capital Management
Connecticut
$73.4M -$9.47M -30,000 -11%
Select Equity Group
764
Select Equity Group
New York
$73.4M -$8.68M -27,504 -11%
SCA
765
Sander Capital Advisors
Washington
$73.4M +$2.65M +8,389 +4%
FSA
766
Franklin Street Advisors
North Carolina
$73.1M +$523K +1,656 +0.7%
ECM
767
ExodusPoint Capital Management
New York
$72.8M +$13.8M +43,763 +23%
MYAM
768
Meiji Yasuda Asset Management
Japan
$72.8M +$8.06M +25,521 +12%
CRC
769
Curi RMB Capital
Illinois
$72.7M -$70.7K -224 -0.1%
WPC
770
Waters Parkerson & Co
Louisiana
$72.6M -$476K -1,508 -0.7%
EWA
771
Exencial Wealth Advisors
Oklahoma
$72.5M -$3.01M -9,524 -4%
GA
772
GuoLine Advisory
Singapore
$72.3M
GIC
773
GFI Investment Counsel
Ontario, Canada
$72M -$1.3M -4,118 -2%
SS
774
Simplicity Solutions
Minnesota
$72M -$2.91M -9,252 -4%
SC
775
Savant Capital
Illinois
$72M +$230K +727 +0.3%