MSFT icon

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 %
AC
2251
Asio Capital
Kentucky
$9.19M -$27.5K -87 -0.3%
LAIC
2252
Lederer & Associates Investment Counsel
California
$9.19M -$307K -971 -3%
CFP
2253
Catalyst Financial Partners
Massachusetts
$9.19M +$848K +2,687 +10%
SFM
2254
Signet Financial Management
New Jersey
$9.19M +$50.5K +160 +0.6%
SFA
2255
Souders Financial Advisors
Ohio
$9.17M -$344K -1,090 -4%
RZH
2256
Relyea Zuckerberg Hanson
Connecticut
$9.17M +$79.9K +253 +0.9%
KFP
2257
Keystone Financial Planning
Ohio
$9.17M -$632 -2 -0%
FAG
2258
Fortitude Advisory Group
Washington
$9.16M +$668K +2,116 +8%
CPA
2259
Cardiff Park Advisors
California
$9.15M -$204K -646 -2%
TSWM
2260
Triangle Securities Wealth Management
North Carolina
$9.14M -$947 -3 -0%
PM
2261
Penbrook Management
New York
$9.13M -$48.9K -155 -0.5%
OAM
2262
Occidental Asset Management
California
$9.1M +$12.3K +39 +0.1%
KHCM
2263
Kettle Hill Capital Management
New York
$9.08M +$9.08M +28,750 New
BWA
2264
Blodgett Wealth Advisors
California
$9.08M +$30.6K +97 +0.3%
EI
2265
Ellevest Inc
New York
$9.07M -$116K -366 -1%
MAM
2266
Mystic Asset Management
Rhode Island
$9.06M -$134K -425 -1%
FFG
2267
Frisch Financial Group
New York
$9.05M -$89.4K -283 -1%
BCM
2268
Beck Capital Management
Texas
$9.03M -$51.2K -162 -0.6%
MA
2269
Menlo Advisors
California
$9.03M -$4.74K -15 -0.1%
CA
2270
CoreCap Advisors
Michigan
$9.03M +$1.09M +3,461 +14%
SEEDPG
2271
S.E.E.D. Planning Group
New York
$9.02M -$1.99M -6,301 -18%
MGWM
2272
Marks Group Wealth Management
Minnesota
$9M -$35.7K -113 -0.4%
KFI
2273
Key Financial Inc
Pennsylvania
$9M -$131K -415 -1%
RCM
2274
Radnor Capital Management
Pennsylvania
$9M +$9M +28,504 New
TI
2275
Truxt Investmentos
Brazil
$9M -$4.75M -15,037 -35%