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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
1701
Stockman Wealth Management
Montana
$16.9M -$332K -1,050 -2%
CNB
1702
Camden National Bank
Maine
$16.9M -$171K -541 -1%
CAAS
1703
Capital Asset Advisory Services
Michigan
$16.9M +$1.52M +4,587 +10%
SAM
1704
Strategy Asset Managers
California
$16.9M -$1.02M -3,236 -6%
RMSCM
1705
R.M. Sincerbeaux Capital Management
New York
$16.9M -$2.61M -8,273 -13%
CRB
1706
Chad R. Baker
$16.9M
BEAM
1707
Baker Ellis Asset Management
Washington
$16.9M -$29.7K -94 -0.2%
LC
1708
Lindbrook Capital
California
$16.8M +$343K +1,086 +2%
TCA
1709
Trifecta Capital Advisors
Illinois
$16.8M +$351K +1,111 +2%
SC
1710
Scholtz & Company
Connecticut
$16.8M -$665K -2,107 -4%
NAM
1711
NTV Asset Management
West Virginia
$16.8M +$1.36M +4,301 +9%
HCM
1712
Hodges Capital Management
Texas
$16.8M -$2.38M -7,525 -12%
GWSG
1713
GPS Wealth Strategies Group
Colorado
$16.8M +$587K +1,859 +4%
FNB
1714
Farmers National Bank
Kentucky
$16.8M +$27.8K +88 +0.2%
ACM
1715
Adalta Capital Management
New York
$16.8M +$148K +470 +0.9%
LSPW
1716
Lake Street Private Wealth
Illinois
$16.8M +$114K +364 +0.7%
HIP
1717
HUB Investment Partners
Texas
$16.8M +$9.05M +28,671 +117%
CWG
1718
Cornerstone Wealth Group
North Carolina
$16.8M +$1.46M +4,621 +10%
IWP
1719
Icon Wealth Partners
Texas
$16.7M -$4.33M -13,702 -21%
HWM
1720
Heirloom Wealth Management
Colorado
$16.7M -$440K -1,392 -3%
GFA
1721
Gifford Fong Associates
California
$16.7M
MCM
1722
Monarch Capital Management
Indiana
$16.7M -$134K -425 -0.8%
BMC
1723
Benin Management Corp
Connecticut
$16.7M -$168K -533 -1%
CCM
1724
Condor Capital Management
New Jersey
$16.6M +$652K +2,066 +4%
RWM
1725
Rench Wealth Management
Texas
$16.6M -$136K -430 -0.8%