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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 %
NB
1826
Northwest Bancshares
Pennsylvania
$14.6M -$301K -952 -2%
ADL
1827
Asset Dedication LLC
California
$14.6M +$249K +787 +2%
MAM
1828
Morse Asset Management
Connecticut
$14.6M -$81.5K -258 -0.6%
JCM
1829
Jacobi Capital Management
Pennsylvania
$14.6M +$702K +2,224 +5%
SAG
1830
SageView Advisory Group
California
$14.5M +$188K +596 +1%
OC
1831
Oakworth Capital
Alabama
$14.5M -$126K -398 -0.9%
KFGK
1832
Keystone Financial Group (Kentucky)
Kentucky
$14.5M +$479K +1,518 +3%
LKIM
1833
Lawson Kroeker Investment Management
Nebraska
$14.5M -$33.2K -105 -0.2%
BA
1834
Baugh & Associates
Georgia
$14.5M +$128K +406 +0.9%
RCP
1835
Rothschild Capital Partners
New York
$14.5M
RWB
1836
RMR Wealth Builders
New Jersey
$14.5M +$1.13M +3,568 +8%
JF
1837
Jump Financial
Illinois
$14.4M +$14.1M +44,699 +4,378%
BFA
1838
Benedict Financial Advisors
Georgia
$14.4M -$391K -1,237 -3%
CFG
1839
Cooper Financial Group
California
$14.4M +$427K +1,352 +3%
RDWM
1840
Red Door Wealth Management
Tennessee
$14.4M -$1.34M -4,245 -9%
SMA
1841
Sage Mountain Advisors
Georgia
$14.4M +$700K +2,216 +5%
BCM
1842
Barometer Capital Management
Ontario, Canada
$14.2M +$147K +465 +1%
9WM
1843
9258 Wealth Management
Ohio
$14.2M -$56.5K -179 -0.4%
PFU
1844
Parus Finance (UK)
United Kingdom
$14.2M -$16.2M -51,288 -53%
ACM
1845
Alight Capital Management
New York
$14.2M -$7.89M -25,000 -36%
NC
1846
Naman Capital
Brazil
$14.2M
LA
1847
Legacy Advisors
Pennsylvania
$14.2M +$748K +2,370 +6%
PG
1848
Patten Group
Tennessee
$14.2M -$253K -801 -2%
FPGK
1849
Financial Partners Group (Kansas)
Kansas
$14.2M +$452K +1,252 +3%
WFG
1850
Wills Financial Group
Virginia
$14.2M +$40.4K +128 +0.3%