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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 %
FWP
2051
FAS Wealth Partners
Kansas
$11.2M +$350K +1,110 +3%
GWANC
2052
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2M -$510K -1,616 -4%
TNBTD
2053
Trustmark National Bank Trust Department
Mississippi
$11.1M -$328K -1,038 -3%
JGUA
2054
John G. Ullman & Associates
New York
$11.1M -$54.6K -173 -0.5%
LFM
2055
LGT Fund Management
Liechtenstein
$11.1M -$1.38M -4,280 -11%
LI
2056
Lafayette Investments
Maryland
$11.1M +$123K +391 +1%
FSCM
2057
First Sabrepoint Capital Management
Texas
$11.1M -$1.58M -5,000 -13%
UHC
2058
Union Heritage Capital
Michigan
$11.1M
SWM
2059
Soundmark Wealth Management
Washington
$11M -$35K -111 -0.3%
PFBT
2060
Parkside Financial Bank & Trust
Missouri
$11M -$289K -914 -3%
CPH
2061
C Partners Holding
Switzerland
$11M
EBT
2062
Enterprise Bank & Trust
Massachusetts
$11M -$191K -605 -2%
FBT
2063
First Bank & Trust
South Dakota
$11M +$6.95K +22 +0.1%
SCP
2064
Shorepoint Capital Partners
Massachusetts
$11M -$550K -1,741 -5%
SCA
2065
Stokes Capital Advisors
South Carolina
$11M +$216K +685 +2%
CRM
2066
Cramer Rosenthal McGlynn
Connecticut
$10.9M -$971K -3,075 -8%
AAMA
2067
Advanced Asset Management Advisors
Ohio
$10.9M +$316 +1 +0%
CNBTD
2068
Citizens National Bank Trust Department
Mississippi
$10.9M -$148K -470 -1%
EWM
2069
Elevatus Welath Management
New York
$10.9M +$6.85M +21,690 +169%
NG
2070
Norden Group
Utah
$10.9M +$10.9M +34,466 New
LAS
2071
Lloyd Advisory Services
Georgia
$10.9M +$10.9M +34,466 New
SFM
2072
Sphera Funds Management
Israel
$10.9M +$41K +130 +0.4%
CBTWT
2073
Community Bank & Trust (Waco, Texas)
Texas
$10.9M +$94.1K +404 +0.9%
RMAM
2074
Raab & Moskowitz Asset Management
New Jersey
$10.9M -$162K -514 -1%
WCA
2075
Westover Capital Advisors
Delaware
$10.9M -$91.6K -290 -0.8%