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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 %
MLA
2451
My Legacy Advisors
Oregon
$7.46M -$111K -334 -1%
MPA
2452
Marvin & Palmer Associates
Delaware
$7.45M -$1.37M -4,350 -16%
RCA
2453
Riverview Capital Advisers
Massachusetts
$7.43M +$316 +1 +0%
BFPW
2454
BOK Financial Private Wealth
Colorado
$7.41M -$522K -1,652 -7%
BHBT
2455
Burke & Herbert Bank & Trust
Virginia
$7.41M -$743K -2,353 -9%
IIM
2456
InTrack Investment Management
Vermont
$7.39M +$1.42M +4,501 +24%
ACM
2457
Alpha Capital Management
Texas
$7.37M -$952K -3,014 -11%
DRD
2458
Dennis R. Delaney
$7.36M -$56.8K -180 -0.8%
AFWM
2459
AMJ Financial Wealth Management
Virginia
$7.35M +$2.21K +7 +0%
SIM
2460
Studio Investment Management
Illinois
$7.35M -$100K -318 -1%
SDJVC
2461
St. Denis J. Villere & Co
Louisiana
$7.34M -$3.92M -12,420 -35%
FLI
2462
Family Legacy Inc
South Carolina
$7.34M -$81.1K -257 -1%
HKIMG
2463
Hutchens & Kramer Investment Management Group
Indiana
$7.33M -$154K -478 -2%
EF
2464
Exeter Financial
Arizona
$7.33M -$186K -590 -2%
TIA
2465
Trust Investment Advisors
Indiana
$7.33M -$350K -1,107 -5%
DWM
2466
Drive Wealth Management
Utah
$7.33M +$123K +389 +2%
EWA
2467
Encompass Wealth Advisors
Oregon
$7.32M +$162K +513 +2%
LCM
2468
Leisure Capital Management
California
$7.32M +$36.6K +116 +0.5%
BIP
2469
Blueprint Investment Partners
North Carolina
$7.3M -$187K -591 -2%
RCM
2470
RB Capital Management
Nevada
$7.3M +$67.9K +215 +0.9%
WMP
2471
Wealth Management Partners
Arizona
$7.3M +$116K +367 +2%
PA
2472
Probity Advisors
Texas
$7.29M -$183K -579 -2%
PMFA
2473
Plante Moran Financial Advisors
Michigan
$7.27M -$129K -407 -2%
HZ
2474
Hixon Zuercher
Ohio
$7.27M +$179K +568 +3%
BIA
2475
Beacon Investment Advisors
Maryland
$7.25M -$86.8K -275 -1%