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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 %
RBC
1876
Romano Brothers & Co
Illinois
$13.9M -$4.11K -13 -0%
JHCP
1877
Jackson Hole Capital Partners
Oklahoma
$13.9M -$115K -365 -0.8%
WBC
1878
West Branch Capital
Massachusetts
$13.9M -$108K -341 -0.8%
EWA
1879
EverSource Wealth Advisors
Alabama
$13.8M +$216K +683 +2%
WA
1880
Wealth Alliance
New York
$13.8M -$556K -1,760 -4%
SW
1881
Solidarity Wealth
Utah
$13.8M +$1.29M +4,079 +10%
JAM
1882
JCIC Asset Management
Ontario, Canada
$13.8M -$394K -1,248 -3%
HCM
1883
Hollencrest Capital Management
California
$13.8M +$43.9K +139 +0.3%
MCM
1884
Morton Capital Management
California
$13.8M -$218K -690 -2%
KFA
1885
Kelleher Financial Advisors
New York
$13.7M -$597K -1,890 -4%
PWPS
1886
Pinnacle Wealth Planning Services
Ohio
$13.7M +$18.6K +59 +0.1%
QPW
1887
Quantum Private Wealth
Florida
$13.7M +$193K +612 +1%
LHC
1888
Little House Capital
Massachusetts
$13.7M +$748K +2,368 +6%
WAOTB
1889
Wealth Advisors of Tampa Bay
Florida
$13.7M +$6.74M +21,356 +97%
MCWS
1890
McKinley Carter Wealth Services
West Virginia
$13.7M +$120K +381 +0.9%
LWMM
1891
Legacy Wealth Management (Mississippi)
Mississippi
$13.7M -$130K -412 -0.9%
AIIMS
1892
Analyst IMS Investment Management Services
Israel
$13.6M +$120K +383 +0.9%
SIM
1893
Sentry Investment Management
Wisconsin
$13.6M -$1.06M -3,371 -7%
DPIM
1894
Duff & Phelps Investment Management
Illinois
$13.6M +$613K +1,942 +5%
AWP
1895
Ascent Wealth Partners
New York
$13.6M -$196K -621 -1%
PFS
1896
Physicians Financial Services
North Carolina
$13.6M +$47K +149 +0.3%
LGWM
1897
Litman Gregory Wealth Management
California
$13.6M +$13.3M +42,164 +5,519%
HCM
1898
Heathbridge Capital Management
Ontario, Canada
$13.5M -$292K -925 -2%
MW
1899
Marcum Wealth
Ohio
$13.5M +$1.42M +4,501 +12%
CIAS
1900
Capital Investment Advisory Services
North Carolina
$13.5M -$145K -460 -1%