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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 %
SWM
1551
Segment Wealth Management
Texas
$20.2M +$802K +2,539 +4%
MWM
1552
Mattern Wealth Management
Kansas
$20.2M +$1.48M +4,685 +8%
CAG
1553
Csenge Advisory Group
Florida
$20.2M -$112K -356 -0.6%
LSCM
1554
Light Street Capital Management
California
$20.2M +$648K +2,053 +3%
CPA
1555
Court Place Advisors
Maryland
$20.2M -$34.4K -109 -0.2%
MCM
1556
Makena Capital Management
California
$20.1M +$1.94M +6,137 +11%
CP
1557
Capital Planning
Washington
$20M -$316 -1 -0%
AMCA
1558
Arthur M. Cohen & Associates
Illinois
$20M -$323K -1,023 -2%
FMB
1559
Field & Main Bank
Kentucky
$20M +$10.6M +33,729 +114%
SWA
1560
Stratos Wealth Advisors
Ohio
$20M +$3.5M +11,081 +21%
AF
1561
Arrow Financial
New York
$20M -$1.66M -5,269 -8%
FTC
1562
Farmers Trust Company
Ohio
$20M -$1.2M -3,796 -6%
WIS
1563
Wright Investors Service
Connecticut
$20M -$1.11M -3,519 -5%
AF
1564
Advisornet Financial
Minnesota
$20M -$2.32M -7,358 -10%
SHGA
1565
Sand Hill Global Advisors
California
$19.9M -$415K -1,314 -2%
LOIM
1566
Liberty One Investment Management
Illinois
$19.9M +$433K +1,372 +2%
MIM
1567
Morningstar Investment Management
Illinois
$19.9M
CI
1568
CX Institutional
Indiana
$19.9M -$3.24M -10,265 -14%
LOAMS
1569
Lombard Odier Asset Management (Switzerland)
Switzerland
$19.8M +$569K +1,801 +3%
SACTSONJ
1570
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$19.8M -$537K -1,700 -3%
BFM
1571
Boothbay Fund Management
New York
$19.8M -$13M -41,122 -40%
NHT
1572
New Hampshire Trust
New Hampshire
$19.8M +$1.58K +5 +0%
RCM
1573
RNC Capital Management
California
$19.8M -$659K -2,087 -3%
BSC
1574
Brown Shipley & Co
United Kingdom
$19.7M +$1.26M +4,001 +7%
BC
1575
BIT Capital
Germany
$19.7M -$7.9M -25,027 -29%