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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 %
JWA
2626
JFS Wealth Advisors
Pennsylvania
$8.82M +$4.27M +9,928 +94%
RWM
2627
RBA Wealth Management
California
$8.82M +$126K +292 +1%
FPF
2628
First Pacific Financial
Washington
$8.82M -$120K -278 -1%
ATFA
2629
All Terrain Financial Advisors
Minnesota
$8.82M -$163K -378 -2%
OCM
2630
Orleans Capital Management
Louisiana
$8.81M -$452K -1,051 -5%
SIA
2631
SGL Investment Advisors
Montana
$8.81M +$8.81M +20,632 New
PWM
2632
Prosperity Wealth Management
California
$8.8M +$519K +1,205 +6%
PA
2633
Prossimo Advisors
California
$8.79M +$32.3K +75 +0.4%
FLI
2634
Family Legacy Inc
South Carolina
$8.79M +$8.61K +20 +0.1%
FDS
2635
First Dallas Securities
Texas
$8.77M -$22.4K -52 -0.3%
LS
2636
Leelyn Smith
Illinois
$8.77M -$27.5K -64 -0.3%
MFS
2637
Mattson Financial Services
Michigan
$8.77M -$59K -132 -0.7%
DW30
2638
Drucker Wealth 3.0
New Jersey
$8.77M +$100K +233 +1%
KL
2639
KWMG LLC
Kansas
$8.76M -$74K -172 -0.8%
KWM
2640
Kolinsky Wealth Management
New Jersey
$8.76M +$383K +891 +5%
WW
2641
Windle Wealth
Oklahoma
$8.76M +$318K +739 +4%
PPP
2642
Private Portfolio Partners
New Jersey
$8.75M +$8.75M +20,346 New
HCCM
2643
Hudson Canyon Capital Management
New York
$8.75M
TCPG
2644
Trivant Custom Portfolio Group
California
$8.75M +$170K +396 +2%
GCIM
2645
Gunn & Company Investment Management
Florida
$8.74M -$80.7M -187,574 -90%
CPC
2646
Congress Park Capital
New York
$8.74M -$202K -470 -2%
CFP
2647
Cascade Financial Partners
California
$8.73M -$3.42K -8 -0%
SNBOSD
2648
Security National Bank of So Dak
Iowa
$8.72M -$64.5K -150 -0.7%
CFA
2649
Capstone Financial Advisors
Illinois
$8.72M +$2.49M +5,787 +40%
RFWA
2650
RPg Family Wealth Advisory
Massachusetts
$8.7M +$136K +316 +2%