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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 %
GA
2676
GSG Advisors
New Jersey
$8.53M +$350K +831 +4%
WP
2677
WealthPLAN Partners
Nebraska
$8.53M -$344K -800 -4%
BB
2678
Burford Brothers
Texas
$8.52M -$18.9K -44 -0.2%
AGP
2679
Autumn Glory Partners
Texas
$8.51M +$541K +1,257 +7%
AFC
2680
AFT Forsyth & Company
Florida
$8.51M -$28.8K -67 -0.3%
PCH
2681
PGIM Custom Harvest
New Jersey
$8.5M +$430K +1,000 +5%
SAW
2682
Signal Advisors Wealth
Michigan
$8.5M +$7.66M +17,801 +912%
EF
2683
Exeter Financial
Arizona
$8.5M +$7.75K +18 +0.1%
SSWM
2684
Sheets Smith Wealth Management
North Carolina
$8.49M -$540K -1,254 -6%
FWA
2685
FSM Wealth Advisors
Ohio
$8.49M +$538K +1,251 +7%
CFS
2686
Commonwealth Financial Services
West Virginia
$8.48M +$78.7K +187 +0.9%
BA
2687
Bluesphere Advisors
Pennsylvania
$8.47M +$148K +343 +2%
DC
2688
DeDora Capital
California
$8.46M +$55.9K +130 +0.7%
LM
2689
Lincluden Management
Ontario, Canada
$8.46M +$774K +1,798 +10%
KA
2690
KLCM Advisors
Wisconsin
$8.46M +$1.32M +3,078 +19%
BMA
2691
Brooks Moore & Associates
Tennessee
$8.46M -$39.6K -92 -0.5%
APTFM
2692
AGUR Provident & Training Funds Management
Israel
$8.46M
VCM
2693
Vivaldi Capital Management
Illinois
$8.45M +$43.5K +101 +0.5%
WE
2694
Wealth Effects
Massachusetts
$8.45M -$133K -308 -2%
SC
2695
Slow Capital
California
$8.44M -$243K -565 -3%
CCM
2696
Carlson Capital Management
Minnesota
$8.44M +$96.8K +225 +1%
ACM
2697
Ashford Capital Management
Delaware
$8.44M -$522K -1,213 -6%
WAAG
2698
Wealth Alliance Advisory Group
Kansas
$8.41M +$144K +335 +2%
FFA
2699
Fairfield Financial Advisors
Massachusetts
$8.4M +$7.75K +18 +0.1%
SOAMC
2700
Spirit of America Management Corp
New York
$8.39M