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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 %
JFA
2351
JNBA Financial Advisors
Minnesota
$8.37M -$98.2K -311 -1%
IRAG
2352
Investment Research & Advisory Group
Georgia
$8.37M -$134K -424 -2%
SAS
2353
Stelac Advisory Services
New York
$8.36M -$329K -1,034 -4%
EWG
2354
Executive Wealth Group
Washington
$8.36M +$34.1K +108 +0.4%
CPRC
2355
Consolidated Portfolio Review Corp
New York
$8.36M -$157K -496 -2%
KCM
2356
Kennedy Capital Management
Missouri
$8.35M +$1.32M +4,179 +19%
S
2357
SimplyRich
California
$8.35M -$3.47K -11 -0%
HWMG
2358
Hurlow Wealth Management Group
Indiana
$8.33M +$37.9K +120 +0.5%
AAG
2359
Armstrong Advisory Group
Massachusetts
$8.33M -$197K -625 -2%
LWP
2360
LMG Wealth Partners
Louisiana
$8.32M +$19.6K +62 +0.2%
KC
2361
Kingfisher Capital
North Carolina
$8.31M -$8.84K -28 -0.1%
FCA
2362
Fortis Capital Advisors
Kansas
$8.28M -$196K -620 -2%
OC
2363
One01 Capital
California
$8.26M +$1.25M +3,968 +18%
LCM
2364
Liberty Capital Management
Michigan
$8.26M -$112K -356 -1%
GAG
2365
Goodman Advisory Group
Massachusetts
$8.25M +$958K +3,033 +13%
FCCM
2366
First City Capital Management
Georgia
$8.22M -$40.4K -128 -0.5%
SMC
2367
Smith, Moore & Co
Missouri
$8.19M +$208K +660 +3%
OL
2368
Optas LLC
Texas
$8.19M +$45.5K +144 +0.6%
LSC
2369
Lesa Sroufe & Co
Washington
$8.17M -$74.2K -235 -0.9%
KIC
2370
Kensington Investment Counsel
California
$8.16M +$186K +589 +2%
MCM
2371
Marathon Capital Management
Maryland
$8.15M -$95K -301 -1%
WCM
2372
Wisconsin Capital Management
Wisconsin
$8.15M -$117K -371 -1%
SFI
2373
SPC Financial Inc
Maryland
$8.14M +$56.5K +179 +0.7%
LAM
2374
L2 Asset Management
Massachusetts
$8.14M -$7.35B -23,499 -100%
MA
2375
MONECO Advisors
Connecticut
$8.13M +$283K +897 +4%