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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 %
KNW
2026
Kesler Norman & Wride
Utah
$11.5M -$366K -1,158 -3%
EIM
2027
Essex Investment Management
Massachusetts
$11.5M -$630K -1,995 -5%
MCM
2028
Maytus Capital Management
New York
$11.5M +$3.32M +10,500 +40%
FFA
2029
Farther Finance Advisors
California
$11.5M +$4.21M +13,335 +58%
GMA
2030
Glassy Mountain Advisors
Maryland
$11.5M -$262K -813 -2%
GDP
2031
Great Diamond Partners
Maine
$11.5M +$629K +1,991 +6%
FPFS
2032
First Personal Financial Services
North Carolina
$11.4M -$190K -601 -2%
AFM
2033
Abbot Financial Management
Massachusetts
$11.4M -$216K -685 -2%
BFC
2034
Bedel Financial Consulting
Indiana
$11.4M +$332K +1,050 +3%
BWM
2035
Bulltick Wealth Management
Florida
$11.4M -$572K -1,811 -5%
LBC
2036
Lawrence B. Cohen
$11.4M -$18.3K -58 -0.2%
CWA
2037
Consilio Wealth Advisors
Washington
$11.4M +$818K +2,610 +8%
SI
2038
Symmetry Investments
Jersey
$11.4M +$7.04M +22,291 +162%
APWM
2039
Argonautica Private Wealth Management
Massachusetts
$11.4M +$6.32K +20 +0.1%
AT
2040
Arden Trust
Delaware
$11.3M +$316 +1 +0%
TCCM
2041
Timber Creek Capital Management
Massachusetts
$11.3M -$120K -380 -1%
CPIH
2042
Consolidated Press International Holdings
Australia
$11.3M
NC
2043
NBW Capital
Massachusetts
$11.3M -$72.6K -230 -0.6%
MCM
2044
Manchester Capital Management
Vermont
$11.3M +$182K +575 +2%
HWAM
2045
Hennion & Walsh Asset Management
New Jersey
$11.3M +$36K +114 +0.3%
CCM
2046
Carlson Capital Management
Minnesota
$11.3M +$240K +759 +2%
CF
2047
Centaurus Financial
California
$11.3M +$261K +826 +2%
ERIC
2048
Eagle Rock Investment Company
Georgia
$11.2M -$422K -1,338 -4%
BCM
2049
Buckhead Capital Management
Georgia
$11.2M -$8.73M -27,639 -44%
IIA
2050
IPG Investment Advisors
California
$11.2M +$348K +1,101 +3%