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 %
VA
1676
Valmark Advisers
Ohio
$17.5M +$811K +2,569 +5%
HFS
1677
Haverford Financial Services
Pennsylvania
$17.5M -$52.1K -165 -0.3%
HPIA
1678
Hamilton Point Investment Advisors
North Carolina
$17.5M +$156K +493 +0.9%
WAS
1679
WESPAC Advisors SoCal
California
$17.4M +$425K +1,347 +3%
AMBIA
1680
Allen Mooney & Barnes Investment Advisors
Georgia
$17.4M +$429K +1,360 +3%
CAM
1681
Cozad Asset Management
Illinois
$17.3M +$382K +1,210 +2%
WA
1682
Waverly Advisors
Alabama
$17.3M +$4.83M +15,300 +39%
EWM
1683
Executive Wealth Management
Michigan
$17.3M +$621K +1,967 +4%
VSI
1684
Verde Servicos Internacionais
Brazil
$17.3M -$12.2M -38,573 -41%
CWA
1685
Canvas Wealth Advisors
Kansas
$17.3M -$830K -2,542 -5%
HCM
1686
Huber Capital Management
California
$17.3M -$2.1M -6,650 -11%
HIC
1687
Holderness Investments Company
North Carolina
$17.3M -$196K -622 -1%
III
1688
Independent Investors Inc
New York
$17.3M -$14.2K -45 -0.1%
KA
1689
Kozak & Associates
Colorado
$17.2M +$2.85M +8,703 +20%
PT
1690
Plimoth Trust
Massachusetts
$17.1M -$235K -745 -1%
CF
1691
Clarity Financial
Texas
$17.1M +$4.35M +13,789 +34%
GWS
1692
Glassman Wealth Services
Virginia
$17.1M +$333K +1,056 +2%
DI
1693
Diligent Investors
California
$17.1M -$1.37M -4,353 -7%
GPTE
1694
Generali Powszechne Towarzystwo Emerytalne
Poland
$17.1M +$6.32M +20,000 +59%
VEPM
1695
Vista Equity Partners Management
California
$17.1M -$6.59M -20,863 -28%
AMM
1696
American Money Management
California
$17.1M +$60.9K +193 +0.4%
VW
1697
Vantage Wealth
California
$17M +$313K +992 +2%
HI
1698
Harbour Investments
Wisconsin
$17M +$450K +1,424 +3%
TH
1699
Team Hewins
California
$17M +$17M +53,725 New
WPP
1700
Whalerock Point Partners
Rhode Island
$16.9M +$124K +392 +0.7%