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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 %
SCM
1601
Sandler Capital Management
New York
$19.1M +$12.7M +40,159 +196%
EN1L
1602
Engine No 1 LLC
California
$19.1M +$2.14M +6,779 +13%
VNA
1603
Valley National Advisers
Pennsylvania
$19.1M -$151K -477 -0.8%
LWANC
1604
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1M -$584K -1,851 -3%
BWL
1605
Bogart Wealth LLC
Virginia
$19.1M +$419K +1,327 +2%
NAMM
1606
NorthStar Asset Management (Massachusetts)
Massachusetts
$19.1M -$591K -1,871 -3%
BWP
1607
Balboa Wealth Partners
Arizona
$19.1M +$239K +756 +1%
TS
1608
Tamar Securities
California
$19.1M -$1.71M -5,431 -8%
IEFM
1609
IQ EQ Fund Management
Ireland
$19.1M -$623K -1,974 -3%
KA
1610
Kovack Advisors
Florida
$19M +$59.7K +189 +0.3%
BAM
1611
Belpointe Asset Management
Nevada
$19M +$882K +2,793 +5%
GEA
1612
Glen Eagle Advisors
New Jersey
$19M +$35.7K +113 +0.2%
PGAM
1613
Princeton Global Asset Management
New Jersey
$19M +$988K +3,130 +5%
PIM
1614
Parker Investment Management
California
$19M +$627K +1,986 +3%
AIMC
1615
Alley Investment Management Company
Illinois
$19M -$65K -206 -0.3%
PCM
1616
Princeton Capital Management
New Jersey
$19M -$1.96M -6,219 -9%
CSUI
1617
Cincinnati Specialty Underwriters Insurance
Ohio
$18.9M
SC
1618
Syon Capital
California
$18.9M +$18.9M +59,947 New
TW
1619
TrinityPoint Wealth
Connecticut
$18.9M -$219K -695 -1%
RWM
1620
RKL Wealth Management
Pennsylvania
$18.8M -$517K -1,637 -3%
EAM
1621
EULAV Asset Management
Florida
$18.8M +$1.26M +3,996 +7%
SAM
1622
Smithbridge Asset Management
Pennsylvania
$18.8M -$422K -1,337 -2%
SIA
1623
Schechter Investment Advisors
Michigan
$18.7M +$1.18M +3,734 +7%
KC
1624
Knuff & Co
California
$18.7M +$169K +536 +0.9%
DIP
1625
DT Investment Partners
Pennsylvania
$18.7M +$44.5K +141 +0.2%