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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 %
FNBOMD
2076
First National Bank of Mount Dora
Florida
$10.9M -$24.9K -79 -0.2%
DTC
2077
Davidson Trust Company
Washington
$10.8M +$238K +753 +2%
WPW
2078
Warther Private Wealth
Ohio
$10.8M -$291K -922 -3%
SFP
2079
Shepherd Financial Partners
Massachusetts
$10.8M +$325K +1,030 +3%
LWM
2080
Laidlaw Wealth Management
New York
$10.8M -$7.77M -24,602 -42%
SFP
2081
Sandbox Financial Partners
Maryland
$10.8M +$125K +397 +1%
LTI
2082
Laffer Tengler Investments
Tennessee
$10.8M +$1.8M +5,685 +20%
TA
2083
Tiedemann Advisors
New York
$10.8M -$208K -658 -2%
TC
2084
Taika Capital
Florida
$10.8M +$9.74M +30,860 +964%
FTWA
2085
Fifth Third Wealth Advisors
Ohio
$10.7M +$2.99M +9,480 +39%
BCP
2086
Bluegrass Capital Partners
Florida
$10.7M -$1.89M -6,000 -15%
JHA
2087
Jackson Hill Advisors
Texas
$10.7M -$710K -2,250 -6%
MFFIA
2088
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$10.7M -$12.6K -40 -0.1%
IDP
2089
In-Depth Partners
Florida
$10.7M +$1.23M +3,897 +13%
WP
2090
Westmount Partners
California
$10.7M -$63.8K -202 -0.6%
AFT
2091
Alpha Family Trust
California
$10.7M -$608K -1,925 -5%
BIG
2092
Builder Investment Group
Georgia
$10.7M +$19.9K +63 +0.2%
GLR
2093
Great Lakes Retirement
Ohio
$10.7M +$279K +883 +3%
MWAM
2094
Manhattan West Asset Management
California
$10.7M +$842K +2,557 +9%
GA
2095
Geller Advisors
New York
$10.7M -$1.12M -3,550 -10%
FAM
2096
Formidable Asset Management
Ohio
$10.7M -$137K -434 -1%
NCM
2097
Northside Capital Management
Oregon
$10.7M +$317K +1,005 +3%
HCA
2098
Harbour Capital Advisors
Virginia
$10.6M +$44.2K +140 +0.4%
COI
2099
Connable Office Inc
Michigan
$10.6M -$1.9M -6,010 -15%
BCA
2100
Bay Colony Advisors
Massachusetts
$10.6M +$775K +2,456 +8%