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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 %
FC
2601
Fusion Capital
South Carolina
$9.01M -$3.44K -8 -0%
BFPW
2602
BOK Financial Private Wealth
Colorado
$9M +$50.8K +118 +0.6%
BG
2603
BRX Global
New York
$8.99M
MWS
2604
Maxwell Wealth Strategies
California
$8.99M +$134K +326 +2%
EWM
2605
EPG Wealth Management
Georgia
$8.98M +$8.98M +20,879 New
KLCM
2606
KG&L Capital Management
Louisiana
$8.98M +$393K +914 +5%
WAOTB
2607
Wealth Advisors of Tampa Bay
Florida
$8.98M +$134K +311 +2%
FCA
2608
FLC Capital Advisors
California
$8.98M +$242K +563 +3%
WIC
2609
Wilkins Investment Counsel
Massachusetts
$8.97M +$166K +385 +2%
TIA
2610
Trust Investment Advisors
Indiana
$8.96M -$614K -1,427 -6%
AIA
2611
Alera Investment Advisors
Illinois
$8.95M -$843K -1,960 -9%
TAM
2612
Townsend Asset Management
North Carolina
$8.95M +$28.4K +66 +0.3%
WMA
2613
Wealth Management Associates
New Jersey
$8.95M +$59K +137 +0.7%
ETCM
2614
Evolutionary Tree Capital Management
Virginia
$8.94M -$194K -450 -2%
SFG
2615
SNS Financial Group
Minnesota
$8.93M -$74.4K -173 -0.8%
TF
2616
Trek Financial
Arizona
$8.91M -$25.4K -59 -0.3%
SIC
2617
SFE Investment Counsel
California
$8.89M +$983K +2,285 +12%
AWC
2618
Abundance Wealth Counselors
Pennsylvania
$8.87M +$8.87M +20,615 New
FIM
2619
Fruth Investment Management
Texas
$8.87M -$267K -620 -3%
LTAS
2620
Linden Thomas Advisory Services
North Carolina
$8.86M +$1.62M +3,770 +22%
NA
2621
Nordwand Advisors
Pennsylvania
$8.86M -$342K -794 -4%
MC
2622
Martin & Co
Tennessee
$8.85M -$12.9K -30 -0.1%
NF
2623
Nikulski Financial
Iowa
$8.84M +$179K +417 +2%
TCM
2624
Tradewinds Capital Management
Washington
$8.84M +$33.6K +78 +0.4%
LCM
2625
LCM Capital Management
Illinois
$8.83M +$49.5K +115 +0.6%