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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 %
AG
2151
Advocate Group
Minnesota
$10.1M -$167K -529 -2%
QC
2152
Quent Capital
New York
$10.1M +$740K +2,345 +8%
TA
2153
TFG Advisers
Michigan
$10.1M +$15.2K +48 +0.2%
CBB
2154
Citizens Business Bank
California
$10M -$705K -2,234 -7%
PP
2155
Pegasus Partners
Wisconsin
$10M +$193K +611 +2%
BCFD
2156
Boit C.F. David
$10M
SAA
2157
Southeast Asset Advisors
Georgia
$10M +$4.05M +12,813 +68%
NB
2158
Nicolet Bankshares
Wisconsin
$10M -$2.62M -8,298 -21%
BCA
2159
Bray Capital Advisors
Florida
$9.99M +$27.8K +88 +0.3%
OC
2160
Oarsman Capital
Wisconsin
$9.98M +$50.5K +160 +0.5%
CRWM
2161
Castle Rock Wealth Management
California
$9.98M +$2.76M +8,482 +38%
TIA
2162
Tiemann Investment Advisors
California
$9.97M -$167K -530 -2%
DFA
2163
Delta Financial Advisors
Louisiana
$9.97M
OPW
2164
Oxler Private Wealth
New York
$9.96M +$9.17K +29 +0.1%
SSWM
2165
Strait & Sound Wealth Management
California
$9.95M +$324K +1,026 +3%
FRA
2166
Front Row Advisors
California
$9.95M -$105K -334 -1%
PL
2167
Plancorp LLC
Missouri
$9.95M +$219K +692 +2%
NAMP
2168
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.94M +$229K +725 +2%
GCM
2169
Gibraltar Capital Management
Oklahoma
$9.92M +$278K +881 +3%
JC
2170
JB Capital
Connecticut
$9.91M -$2.51M -7,948 -20%
JSW
2171
Journey Strategic Wealth
New Jersey
$9.91M +$333K +1,054 +3%
WA
2172
Wealth Advisors
California
$9.91M +$6K +19 +0.1%
WA
2173
WealthTrust Axiom
Pennsylvania
$9.87M -$148K -470 -1%
LWM
2174
Long Walk Management
Connecticut
$9.87M
MLIC
2175
Mandatum Life Insurance Company
Finland
$9.86M +$290K +917 +3%