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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 %
NAG
2376
Northstar Advisory Group
New Jersey
$8.08M +$681K +2,156 +9%
HA
2377
Harbor Advisors
Florida
$8.05M
SSWM
2378
Sheets Smith Wealth Management
North Carolina
$8.04M -$266K -842 -3%
HIM
2379
Herald Investment Management
United Kingdom
$8.03M
CRI
2380
Commonwealth Retirement Investments
Virginia
$8.02M +$102K +324 +1%
AFP
2381
Ausdal Financial Partners
Iowa
$8.01M +$164K +519 +2%
SC
2382
Settian Capital
New York
$8M
WIM
2383
Westside Investment Management
California
$7.99M -$127K -401 -2%
LC
2384
Lavaca Capital
Texas
$7.99M -$2.32M -7,339 -22%
GWCM
2385
Godshalk Welsh Capital Management
Pennsylvania
$7.99M -$403K -1,275 -5%
VCP
2386
Vista Capital Partners
Oregon
$7.98M -$385K -1,219 -5%
CA
2387
CGN Advisors
Kansas
$7.97M +$1.02M +3,223 +15%
BCM
2388
Brown Capital Management
Maryland
$7.96M -$367K -1,161 -4%
KCFA
2389
Key Client Fiduciary Advisors
New Jersey
$7.92M +$357K +1,132 +5%
CCWA
2390
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.91M -$384K -1,215 -5%
OCM
2391
Orleans Capital Management
Louisiana
$7.91M +$12.6K +40 +0.2%
ATC
2392
Adirondack Trust Company
New York
$7.91M -$7.89K -25 -0.1%
RA
2393
Rovida Advisors
Florida
$7.89M
AMG
2394
Advisors Management Group
Wisconsin
$7.89M -$25.3K -80 -0.3%
MCM
2395
McDonough Capital Management
Florida
$7.88M +$207K +656 +3%
CB
2396
CNB Bank
Pennsylvania
$7.88M +$476K +1,507 +6%
CJFS
2397
Coulter & Justus Financial Services
Tennessee
$7.87M
ECML
2398
Eagle Capital Management (Louisiana)
Louisiana
$7.86M -$133K -421 -2%
TAM
2399
Thematics Asset Management
France
$7.85M -$654K -2,070 -8%
PIN
2400
Prudent Investors Network
California
$7.85M +$1.37M +4,347 +21%