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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 %
PAMI
1151
Perseverance Asset Management International
Cayman Islands
$34.7M
OTPPB
1152
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.7M +$68.8K +218 +0.2%
RMC
1153
Resources Management Corp
Connecticut
$34.7M -$922K -2,919 -3%
IG
1154
Ithaka Group
Virginia
$34.7M -$1.65M -5,234 -5%
OCAM
1155
Onex Canada Asset Management
Ontario, Canada
$34.6M -$6.04M -19,125 -15%
DSAM
1156
Dock Street Asset Management
Florida
$34.6M +$509K +1,613 +1%
PTC
1157
Petrus Trust Company
Texas
$34.6M +$589K +1,864 +2%
GRP
1158
Global Retirement Partners
California
$34.5M +$602K +1,886 +2%
WAM
1159
Weatherly Asset Management
California
$34.5M -$673K -2,131 -2%
BCM
1160
Bridgeway Capital Management
Texas
$34.4M +$155K +490 +0.5%
JSP
1161
Jackson Square Partners
California
$34.4M -$831K -2,633 -2%
SIS
1162
Strategic Investment Solutions
Illinois
$34.4M +$33.8M +102,538 +6,357%
IWM
1163
IHT Wealth Management
Illinois
$34.4M +$3.77M +11,948 +12%
HCM
1164
Hilton Capital Management
New York
$34.3M -$1.28M -4,060 -4%
AC
1165
Addenda Capital
Quebec, Canada
$34.3M -$2.22M -7,026 -6%
LOAME
1166
Lombard Odier Asset Management (Europe)
United Kingdom
$34.3M -$2.97M -9,408 -8%
WSCM
1167
Wellington Shields Capital Management
New York
$34.1M -$368K -1,165 -1%
TC
1168
Telemus Capital
Michigan
$34.1M -$1.07M -3,376 -3%
LDB
1169
Lee, Danner & Bass
Tennessee
$34.1M +$1.97M +6,238 +6%
WA
1170
WestEnd Advisors
North Carolina
$34.1M -$4.46M -14,126 -12%
OA
1171
Oak Associates
Ohio
$34.1M
PWP
1172
Principle Wealth Partners
Connecticut
$34M -$195K -616 -0.6%
AOI
1173
Auto-Owners Insurance
Michigan
$34M
CC
1174
Cartenna Capital
Connecticut
$33.9M +$15M +47,500 +79%
PCM
1175
Pennsylvania Capital Management
Pennsylvania
$33.9M +$509K +1,613 +2%