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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 %
TAS
2876
TIFF Advisory Services
Pennsylvania
$7.13M +$257K +598 +4%
WFA
2877
Wellspring Financial Advisors
Ohio
$7.11M +$6.48M +136,980 +1,029%
AWM
2878
Adams Wealth Management
Utah
$7.1M -$236K -549 -3%
CI
2879
CacheTech Inc
Utah
$7.1M -$236K -549 -3%
KM
2880
KP Management
Minnesota
$7.1M -$5.59M -13,000 -44%
CWM
2881
Chemistry Wealth Management
New York
$7.1M +$158K +368 +2%
NCFG
2882
New Century Financial Group
New Jersey
$7.1M +$719K +1,670 +11%
SPFA
2883
Summit Place Financial Advisors
New Jersey
$7.09M -$456K -1,059 -6%
VAM
2884
Verity Asset Management
North Carolina
$7.08M -$191K -444 -3%
BBWA
2885
Bell & Brown Wealth Advisors
California
$7.08M -$64.1K -149 -0.9%
SNBOSCI
2886
Security National Bank of Sioux City Iowa
Iowa
$7.06M +$55.9K +130 +0.8%
AIC
2887
Ayalon Insurance Company
Israel
$7.05M -$15.5K -36 -0.2%
EFM
2888
Eley Financial Management
Vermont
$7.05M -$124K -289 -2%
CCM
2889
Cox Capital Management
Massachusetts
$7.05M -$18.9K -44 -0.3%
AWM
2890
Aprio Wealth Management
Georgia
$7.04M -$108K -252 -2%
LAM
2891
Lummis Asset Management
Texas
$7.03M +$1.33M +3,092 +23%
GI
2892
GS Investments
Minnesota
$7.02M +$10.8K +25 +0.2%
DFCM
2893
Dark Forest Capital Management
Puerto Rico
$7.02M +$6.38M +14,827 +1,002%
SC
2894
Stolper & Co
Oklahoma
$7.01M -$18.9K -44 -0.3%
ANB
2895
Amarillo National Bank
Texas
$7.01M +$142K +329 +2%
MAG
2896
MRA Advisory Group
New Jersey
$7.01M -$383K -890 -5%
RWP
2897
Ridgecrest Wealth Partners
California
$7.01M +$291K +676 +4%
EL
2898
Essex LLC
Illinois
$7M -$55.1K -128 -0.8%
ML
2899
McAdam LLC
Pennsylvania
$7M +$571K +1,327 +9%
PWM
2900
Palumbo Wealth Management
New York
$7M +$518K +1,204 +8%