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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 %
PTP
2001
Platform Technology Partners
New York
$11.9M +$167K +529 +1%
TIM
2002
Tikehau Investment Management
France
$11.9M -$1.47M -4,641 -11%
NP
2003
Nilsine Partners
Colorado
$11.9M +$575K +1,820 +5%
FNWM
2004
Financial Network Wealth Management
Utah
$11.8M -$322 -1 -0%
PCA
2005
Providence Capital Advisors
North Carolina
$11.8M -$27.8K -88 -0.2%
BC
2006
Belmont Capital
California
$11.8M -$870K -2,754 -7%
SF
2007
Symphony Financial
Texas
$11.8M +$616K +1,916 +6%
PFA
2008
Pure Financial Advisors
California
$11.8M +$1.16M +3,659 +11%
TPA
2009
Trivium Point Advisory
Connecticut
$11.8M +$25.1K +80 +0.2%
MPIM
2010
McGinn Penninger Investment Management
Virginia
$11.8M -$608K -1,927 -5%
SEC
2011
Seven Eight Capital
New York
$11.8M +$5.01M +15,879 +74%
MYIA
2012
Mount Yale Investment Advisors
Colorado
$11.7M +$143K +452 +1%
PAM
2013
Pegasus Asset Management
New York
$11.7M +$20.2K +64 +0.2%
GSEP
2014
Golden State Equity Partners
California
$11.7M +$157K +497 +1%
UCMOK
2015
United Capital Management of KS
Kansas
$11.7M -$51.2K -162 -0.4%
NA
2016
Nordwand Advisors
Pennsylvania
$11.7M -$1.62M -5,115 -12%
VAS
2017
Vestmark Advisory Solutions
Massachusetts
$11.7M -$29.9M -94,759 -72%
FCA
2018
FinTrust Capital Advisors
South Carolina
$11.7M -$169K -535 -1%
ASA
2019
Armstrong Shaw Associates
Connecticut
$11.7M
GIS
2020
Graphene Investments SAS
France
$11.7M +$947K +3,000 +9%
SLG
2021
Stanley-Laman Group
Pennsylvania
$11.6M -$290K -918 -2%
Capstone Investment Advisors
2022
Capstone Investment Advisors
New York
$11.6M +$7.65M +24,221 +193%
CCM
2023
CAAS Capital Management
New York
$11.6M +$11.6M +36,776 New
BMWM
2024
Brown Miller Wealth Management
Virginia
$11.6M +$120K +381 +1%
CWM
2025
Connecticut Wealth Management
Connecticut
$11.6M +$3.75M +11,867 +48%