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Microsoft

5,240 hedge funds and large institutions have $2.22T invested in Microsoft in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 2,458 increasing their positions, 2,217 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,240
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.79%
Holding in Top 10
2,832
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.47%
% of All Funds
40.96%
New
187
Increased
2,458
Reduced
2,217
Closed
95
Calls
$41.7B
Puts
$45.8B
Net Calls
-$4.02B
Net Calls Change
-$6.15B
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2551
Synergy Financial Group
California
$9.47M +$1.77M +4,119 +23%
SL
2552
Siren LLC
Connecticut
$9.46M +$9.46M +22,000 New
WWM
2553
WT Wealth Management
Arizona
$9.45M +$207K +496 +2%
APW
2554
Austin Private Wealth
Texas
$9.44M +$55.5K +129 +0.6%
HAS
2555
HBW Advisory Services
California
$9.42M +$250K +581 +3%
RPGK
2556
Retirement Planning Group (Kansas)
Kansas
$9.41M +$1.52M +3,543 +19%
HIS
2557
Horizon Investment Services
Indiana
$9.4M -$45.2K -105 -0.5%
PWA
2558
Providence Wealth Advisors
Illinois
$9.4M +$107K +250 +1%
CFMC
2559
Curbstone Financial Management Corp
New Hampshire
$9.38M -$63.7K -148 -0.7%
SXL
2560
Summit X LLC
Missouri
$9.37M -$935K -2,092 -9%
HNW
2561
High Note Wealth
Minnesota
$9.37M +$37K +86 +0.4%
HHGA
2562
Halbert Hargrove Global Advisors
California
$9.37M -$1.29K -3 -0%
LFP
2563
Lakeshore Financial Planning
Michigan
$9.33M +$298K +692 +3%
GSC
2564
Ground Swell Capital
South Carolina
$9.31M +$9.31M +21,631 New
ACG
2565
Allen Capital Group
Nebraska
$9.31M +$635K +1,476 +7%
FZCM
2566
Flynn Zito Capital Management
New York
$9.3M -$9.9K -23 -0.1%
SC
2567
Solstein Capital
California
$9.29M
MPWS
2568
McCarter Private Wealth Services
Massachusetts
$9.28M +$9.28M +21,577 New
SIM
2569
Seaview Investment Managers
Florida
$9.28M -$367K -852 -4%
VFA
2570
Voya Financial Advisors
Connecticut
$9.27M -$313K -732 -3%
IP
2571
Investment Partners
Ohio
$9.26M -$53.4K -124 -0.6%
OBGC
2572
O'Brien Greene & Co
Pennsylvania
$9.26M -$487K -1,131 -5%
GIS
2573
Graphene Investments SAS
France
$9.25M -$2.97M -6,900 -24%
TSWM
2574
Tyler-Stone Wealth Management
Ohio
$9.24M +$5.01M +11,638 +118%
SIAG
2575
Signet Investment Advisory Group
Rhode Island
$9.23M -$40K -93 -0.4%