MSFT icon

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 %
TFA
1126
Teamwork Financial Advisors
Texas
$36.2M +$2.58M +8,169 +8%
LW
1127
Linscomb Wealth
Texas
$36.2M -$1.77M -5,593 -5%
CWP
1128
Cyndeo Wealth Partners
Florida
$36.2M +$2.11M +6,678 +6%
BL
1129
Balentine LLC
Georgia
$36.1M +$203K +643 +0.6%
RG
1130
Renaissance Group
Kentucky
$36.1M -$1.21M -3,840 -3%
CCP
1131
Clarkston Capital Partners
Michigan
$36.1M -$347K -1,100 -1%
ST
1132
Spinnaker Trust
Maine
$36M -$182K -575 -0.5%
MWM
1133
Moran Wealth Management
Florida
$36M +$6.33M +20,050 +21%
1WA
1134
180 Wealth Advisors
Washington
$36M +$14.2K +45 +0%
SPC
1135
Stewart & Patten Company
California
$35.8M -$1.18M -3,750 -3%
FNFDCM
1136
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$35.7M -$526K -1,666 -1%
LA
1137
Lynch & Associates
Indiana
$35.6M -$72.9K -231 -0.2%
TF
1138
Tompkins Financial
New York
$35.6M -$416K -1,319 -1%
KJWM
1139
Kiley Juergens Wealth Management
Washington
$35.6M -$949K -3,005 -3%
KFP
1140
KMG Fiduciary Partners
Ohio
$35.5M +$1.22M +3,870 +4%
WC
1141
Whitney & Co
New York
$35.3M +$15.2K +48 +0%
FDP
1142
Financiere des Professionnels
Quebec, Canada
$35.3M +$35.3M +111,700 New
FM
1143
Freemont Management
Switzerland
$35.2M +$4.74M +15,000 +16%
WAM
1144
Wilsey Asset Management
California
$35.1M
NCM
1145
Novare Capital Management
North Carolina
$35.1M -$5.18M -16,390 -13%
DP
1146
DDD Partners
Washington
$35M -$3.27M -9,884 -9%
CAL
1147
Capital Analysts LLC
Pennsylvania
$35M +$1.09M +3,463 +3%
HI
1148
Horizon Investments
North Carolina
$34.9M +$360K +1,141 +1%
CA
1149
CSM Advisors
Pennsylvania
$34.9M -$1.22M -3,865 -3%
SLI
1150
Sumitomo Life Insurance
Japan
$34.7M -$70.4K -223 -0.2%