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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 %
LA
2276
LVW Advisors
New York
$9M +$284K +900 +3%
PIA
2277
Perennial Investment Advisors
California
$8.99M +$202K +640 +2%
WAM
2278
Wilson Asset Management
Australia
$8.98M
SCP
2279
Sandhill Capital Partners
New York
$8.96M -$23.1K -73 -0.3%
ACP
2280
Aviance Capital Partners
Florida
$8.96M -$183K -581 -2%
PFGIA
2281
Patriot Financial Group Insurance Agency
Massachusetts
$8.96M +$724K +2,293 +9%
KA
2282
Klingman & Associates
New York
$8.95M -$48.3K -153 -0.5%
VF
2283
Vest Financial
Virginia
$8.95M +$4.13M +13,083 +86%
MIM
2284
Moseley Investment Management
Florida
$8.94M +$1.52M +4,824 +21%
FBT
2285
First Bankers Trust
Kentucky
$8.92M +$12K +38 +0.1%
PAWA
2286
Palo Alto Wealth Advisors
California
$8.92M +$28.7K +91 +0.3%
V
2287
VeraBank
Texas
$8.91M -$15.5K -49 -0.2%
HA
2288
Hamel Associates
New Jersey
$8.91M -$142K -450 -2%
EGM
2289
Engineers Gate Manager
New York
$8.9M +$8.71M +27,586 +4,605%
SC
2290
Sawyer & Company
Massachusetts
$8.88M -$50.5K -160 -0.6%
WP
2291
WealthShield Partners
North Carolina
$8.87M +$1.19M +3,775 +16%
CCA
2292
Childress Capital Advisors
Texas
$8.83M +$2.21M +6,986 +33%
BB
2293
Bell Bank
North Dakota
$8.83M +$308K +976 +4%
PWP
2294
Pursue Wealth Partners
California
$8.83M -$582K -1,842 -6%
TL
2295
Tradewinds LLC
North Carolina
$8.82M -$61.3K -194 -0.7%
MAWA
2296
Moss Adams Wealth Advisors
Washington
$8.81M +$1.03M +3,276 +13%
WAS
2297
Wealth Advisory Solutions
Indiana
$8.81M -$2.47M -7,121 -22%
LSWM
2298
Lorne Steinberg Wealth Management
Canada
$8.8M -$62.2K -197 -0.7%
BOPW
2299
Brandywine Oak Private Wealth
Pennsylvania
$8.79M -$147K -467 -2%
TNA
2300
True North Advisors
Texas
$8.77M -$1.41M -4,471 -14%