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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 %
RBA
951
Richard Bernstein Advisors
New York
$50M -$3.05M -9,649 -6%
DWM
952
Destination Wealth Management
California
$50M -$2.25M -7,115 -4%
SAM
953
Sawgrass Asset Management
Florida
$49.8M +$1.98M +6,272 +4%
BBI
954
Baxter Bros Inc
Connecticut
$49.8M -$1.1M -3,483 -2%
RWP
955
RWA Wealth Partners
Massachusetts
$49.8M +$5.27M +16,702 +12%
BFM
956
Blacksheep Fund Management
Ireland
$49.7M -$10.9M -34,430 -18%
PAM
957
Palisade Asset Management
Minnesota
$49.6M -$295K -934 -0.6%
LP
958
LMR Partners
United Kingdom
$49.5M +$601K +1,902 +1%
KOCAA
959
Knights of Columbus Asset Advisors
Connecticut
$49.5M +$1.03M +3,272 +2%
SW
960
SteelPeak Wealth
California
$49.4M +$4.08M +12,934 +9%
MFG
961
Merit Financial Group
Georgia
$49.4M +$1.48M +4,696 +3%
CAM
962
Cidel Asset Management
Ontario, Canada
$49.3M -$93.1K -295 -0.2%
PTC
963
Philadelphia Trust Company
Pennsylvania
$49.1M -$2.3M -7,299 -4%
MADR
964
Milestones Administradora de Recursos
Brazil
$49M -$7.33M -23,220 -13%
JMFC
965
J.M. Forbes & Co
Massachusetts
$49M +$555K +1,759 +1%
JAFL
966
Jay A. Fishman Ltd
Michigan
$48.9M +$582K +1,844 +1%
EH
967
Equitable Holdings
New York
$48.9M +$5.73M +18,140 +13%
GVAG
968
Great Valley Advisor Group
Delaware
$48.8M +$2.59M +8,197 +6%
NCM
969
Narwhal Capital Management
Georgia
$48.4M +$32.2K +102 +0.1%
AMI
970
Amica Mutual Insurance
Rhode Island
$48.3M
CTA
971
Colonial Trust Advisors
South Carolina
$48.3M -$634K -2,009 -1%
ACM
972
Academy Capital Management
Texas
$48.2M -$213K -674 -0.4%
PRO
973
Pensioenfonds Rail & OV
Netherlands
$48.1M -$31.2M -104,729 -39%
NCA
974
Newbrook Capital Advisors
New York
$48M +$48M +151,999 New
KWILP
975
Kiwi Wealth Investments Limited Partnership
New Zealand
$47.7M -$69.3M -219,507 -59%