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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 %
RB
1851
Rodgers Brothers
Pennsylvania
$14.2M +$119K +377 +0.8%
FNBTCON
1852
First National Bank & Trust Co of Newtown
Pennsylvania
$14.1M -$953K -3,017 -6%
CBT
1853
Central Bank & Trust
Kentucky
$14.1M -$170K -539 -1%
JPMIA
1854
J.P. Marvel Investment Advisors
Massachusetts
$14.1M
MWM
1855
Marietta Wealth Management
Georgia
$14.1M -$581K -1,839 -4%
OPTFSNA
1856
Old Point Trust & Financial Services N A
Virginia
$14.1M -$486K -1,538 -3%
IP
1857
Isthmus Partners
Wisconsin
$14.1M -$132K -418 -0.9%
CW
1858
CreativeOne Wealth
Kansas
$14.1M -$9.21M -29,170 -40%
DSC
1859
Duncker Streett & Co
Missouri
$14.1M -$65K -206 -0.5%
BFW
1860
Brady Family Wealth
Missouri
$14.1M -$4.42K -14 -0%
GCS
1861
Gordian Capital (Singapore)
Singapore
$14M +$4.37M +13,806 +45%
ISB
1862
Iowa State Bank
Iowa
$14M -$481K -1,524 -3%
ACA
1863
Aspire Capital Advisors
Washington
$14M +$511K +1,619 +4%
PI
1864
PFG Investments
New York
$14M +$1.7M +5,397 +14%
LCM
1865
Lattice Capital Management
Washington
$14M +$8.75M +27,700 +166%
WAS
1866
Winch Advisory Services
Wisconsin
$14M -$348K -1,102 -2%
LT
1867
Legacy Trust
Michigan
$14M -$21.2K -67 -0.2%
NCM
1868
Northwest Capital Management
Oregon
$14M -$721K -2,284 -5%
SNB
1869
Security National Bank
Nebraska
$14M -$270K -862 -2%
BHPW
1870
Beverly Hills Private Wealth
California
$14M -$9.29M -29,414 -40%
SWM
1871
Sendero Wealth Management
Texas
$14M +$507K +1,607 +4%
TYCC
1872
Texas Yale Capital Corp
Florida
$13.9M -$233K -737 -2%
EP
1873
Eudaimonia Partners
Tennessee
$13.9M -$36K -114 -0.3%
JWCA
1874
J.W. Coons Advisors
Ohio
$13.9M -$305K -965 -2%
MFA
1875
Mayflower Financial Advisors
Massachusetts
$13.9M -$71.7K -227 -0.5%