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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 %
SFS
1026
Sowell Financial Services
Arkansas
$43M +$2.53M +8,019 +6%
MGCM
1027
Mane Global Capital Management
New York
$42.9M +$19.6M +61,970 +84%
PF
1028
Phoenix Financial
Israel
$42.8M -$175M -553,740 -80%
RC
1029
Roundview Capital
New Jersey
$42.7M -$400K -1,267 -0.9%
WDA
1030
Wendell David Associates
New Hampshire
$42.7M -$278K -879 -0.6%
AP
1031
Appleton Partners
Massachusetts
$42.7M +$166K +526 +0.4%
GI
1032
GAMCO Investors
Connecticut
$42.6M -$437K -1,385 -1%
LNB
1033
Ledyard National Bank
$42.5M -$941K -2,980 -2%
HTHT
1034
Hemenway Trust Hemenway Trust
New Hampshire
$42.5M +$447K +1,417 +1%
TW
1035
Transform Wealth
Colorado
$42.4M -$3.11M -9,857 -7%
GG
1036
Greenwood Gearhart
Arkansas
$42.4M +$290K +917 +0.7%
CISOA
1037
Capital Investment Services of America
Wisconsin
$42.3M -$538K -1,704 -1%
MGIA
1038
Matthew Goff Investment Advisor
Texas
$42.2M -$135K -428 -0.3%
CANY
1039
Caxton Associates (New York)
New York
$42.2M +$5.45M +17,246 +15%
AC
1040
Armistice Capital
New York
$42.2M -$8.37M -26,501 -17%
TCM
1041
Twin Capital Management
Pennsylvania
$42.1M -$4.95M -15,674 -11%
FAIM
1042
Financial Advocates Investment Management
Washington
$42M +$531K +1,682 +1%
DAS
1043
Dynamic Advisor Solutions
Arizona
$41.9M +$3.49M +11,068 +9%
PAI
1044
Pittenger & Anderson Inc
Nebraska
$41.9M +$21.2K +67 +0.1%
FMAEN1
1045
Fund Management at Engine No 1
California
$41.9M +$8.71M +27,575 +26%
TPCW
1046
TD Private Client Wealth
New York
$41.9M -$1.06M -3,354 -2%
FCM
1047
Fernbridge Capital Management
California
$41.8M +$19M +60,316 +84%
TTWM
1048
TCV Trust & Wealth Management
Virginia
$41.8M +$472K +1,496 +1%
SAM
1049
Sycomore Asset Management
France
$41.7M +$1.92M +6,059 +5%
CCM
1050
Coerente Capital Management
Ontario, Canada
$41.6M -$1.03M -3,253 -2%