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 %
PTC
1351
Private Trust Company
Ohio
$25.8M -$299K -947 -1%
WCMN
1352
Westchester Capital Management (Nebraska)
Nebraska
$25.8M -$113K -357 -0.4%
NIC
1353
Northwest Investment Counselors
Oregon
$25.8M +$60.9K +193 +0.2%
TCM
1354
Tufton Capital Management
Maryland
$25.8M -$291K -923 -1%
LSAG
1355
Lake Street Advisors Group
New Hampshire
$25.8M -$311K -984 -1%
KWMG
1356
King Wealth Management Group
Florida
$25.7M -$128K -406 -0.5%
MBTD
1357
Mechanics Bank - Trust Department
California
$25.7M -$242K -765 -0.9%
NCM
1358
Nelson Capital Management
California
$25.6M -$641K -2,031 -2%
GAM
1359
Griffin Asset Management
New York
$25.6M -$1.04M -3,296 -4%
GC
1360
Gratus Capital
Georgia
$25.5M +$4.35M +13,763 +21%
IAN
1361
Integrated Advisors Network
Texas
$25.5M -$1.77M -5,590 -6%
IPW
1362
Invictus Private Wealth
Colorado
$25.4M +$1.02M +3,235 +4%
MIM
1363
Marco Investment Management
Georgia
$25.4M -$1.04M -3,284 -4%
HBT
1364
Hills Bank & Trust
Iowa
$25.4M -$762K -2,413 -3%
QCG
1365
Quadrant Capital Group
Ohio
$25.4M +$918K +2,907 +4%
VV
1366
Verity & Verity
South Carolina
$25.3M +$85.9K +272 +0.3%
WP
1367
Waycross Partners
Kentucky
$25.3M +$1.1M +3,473 +5%
MGM
1368
Miura Global Management
New York
$25.3M -$6.32M -20,000 -20%
CS
1369
Central Securities
New York
$25.3M
CCC
1370
Cincinnati Casualty Company
Ohio
$25.3M
DKCM
1371
Davidson Kempner Capital Management
New York
$25.3M +$1.58M +5,000 +7%
BLAM
1372
Bourne Lent Asset Management
New York
$25.2M -$6.54M -20,710 -21%
DAC
1373
Dividend Assets Capital
South Carolina
$25.2M -$724K -2,292 -3%
CIC
1374
Cutler Investment Counsel
Oregon
$25.2M +$31.3K +99 +0.1%
MWM
1375
Merriman Wealth Management
Washington
$25.1M +$577K +1,826 +2%