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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 %
RA
1751
RFG Advisory
Alabama
$16.2M +$3.33M +10,540 +26%
APSI
1752
Asset Planning Services Inc
Louisiana
$16.1M -$88.4K -280 -0.5%
AIM
1753
ARK Investment Management
Florida
$16.1M -$2.53M -8,005 -14%
CWS
1754
Confluence Wealth Services
Pennsylvania
$16.1M +$327K +1,037 +2%
BWAM
1755
Boyd Watterson Asset Management
Ohio
$16.1M +$153K +485 +1%
CFGS
1756
Concourse Financial Group Securities
Alabama
$16M +$190K +601 +1%
CS
1757
Comerica Securities
Michigan
$16M -$2.87M -9,091 -15%
HFM
1758
Hartford Financial Management
Connecticut
$16M -$32.5K -103 -0.2%
PAIM
1759
Punch & Associates Investment Management
Minnesota
$16M -$55.3K -175 -0.3%
CT
1760
Colonial Trust
South Carolina
$16M -$805K -2,548 -5%
HWA
1761
HCR Wealth Advisors
California
$15.9M -$454K -1,437 -3%
BB
1762
Berkshire Bank
Massachusetts
$15.9M -$32.5K -103 -0.2%
DFG
1763
Delta Financial Group
New Jersey
$15.9M +$15.9M +50,296 New
WP
1764
WealthSource Partners
California
$15.8M -$693K -2,195 -4%
CAM
1765
Cypress Asset Management
Texas
$15.8M +$1.91M +6,062 +14%
TPWA
1766
TRUE Private Wealth Advisors
Oregon
$15.8M +$189K +597 +1%
ACS
1767
Archford Capital Strategies
Illinois
$15.8M +$232K +734 +1%
RC
1768
RBF Capital
California
$15.8M -$1.58M -5,000 -9%
MCM
1769
MKP Capital Management
New York
$15.8M +$15.8M +50,000 New
BCB
1770
Brian C. Broderick
$15.8M +$57.5K +182 +0.4%
BAM
1771
Boyar Asset Management
New York
$15.8M -$246K -779 -2%
BTWM
1772
Baker Tilly Wealth Management
Wisconsin
$15.7M -$15M -47,560 -49%
AL
1773
Aspiriant LLC
California
$15.7M +$460K +1,456 +3%
T2I
1774
Turim 21 Investimentos
Brazil
$15.7M +$74.2K +235 +0.5%
BHB
1775
Bank Hapoalim BM
Israel
$15.7M -$1.5M -4,741 -9%