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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 %
TWA
2101
TCI Wealth Advisors
Arizona
$10.6M +$339K +1,073 +3%
OPA
2102
Old Port Advisors
Maine
$10.6M +$10.6M +33,537 New
CNC
2103
Citizens & Northern Corp
Pennsylvania
$10.6M -$48.6K -154 -0.5%
XI
2104
XXEC Inc
Oklahoma
$10.6M -$388K -1,230 -4%
IC
2105
Inscription Capital
Texas
$10.6M -$416K -1,319 -4%
ZIG
2106
Zullo Investment Group
Pennsylvania
$10.6M +$260K +822 +3%
DCM
2107
Dudley Capital Management
Virginia
$10.5M -$3.16K -10 -0%
UCI
2108
Uncommon Cents Investing
Wisconsin
$10.5M -$109K -345 -1%
UF
2109
Univest Financial
Pennsylvania
$10.5M -$1.29M -4,096 -11%
EW
2110
Evexia Wealth
Wisconsin
$10.5M -$504K -1,480 -5%
CWC
2111
Carolinas Wealth Consulting
North Carolina
$10.5M -$168K -1,710 -2%
RCM
2112
Ratan Capital Management
Florida
$10.5M +$8.21M +26,000 +359%
RIM
2113
Redwood Investment Management
Arizona
$10.5M +$5.29M +16,759 +102%
AIA
2114
AIMZ Investment Advisors
California
$10.5M -$95.7K -303 -0.9%
HCC
2115
Hirtle Callaghan & Co
Pennsylvania
$10.5M +$48K +152 +0.5%
CCM
2116
Carderock Capital Management
Maryland
$10.5M -$116K -368 -1%
SHA
2117
Seneca House Advisors
Virginia
$10.5M -$464K -1,406 -4%
CWM
2118
Chesapeake Wealth Management
Virginia
$10.5M -$260K -822 -2%
FP
2119
Financial Perspectives
Minnesota
$10.4M +$10.4K +33 +0.1%
TCOO
2120
Trust Company of Oklahoma
Oklahoma
$10.4M +$47K +149 +0.5%
DBIA
2121
Dumont & Blake Investment Advisors
New Jersey
$10.4M -$7.89K -25 -0.1%
HCM
2122
Hillman Capital Management
Maryland
$10.4M -$606K -1,920 -5%
TCBWMS
2123
Texas Capital Bank Wealth Management Services
Texas
$10.4M -$2.87M -9,080 -22%
BKA
2124
Brick & Kyle Associates
Pennsylvania
$10.4M +$106K +336 +1%
GFP
2125
Gryphon Financial Partners
Ohio
$10.4M -$555K -1,759 -5%