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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 %
D
2926
Diversified
Delaware
$6.89M +$71.4K +166 +1%
DE
2927
Diversified Enterprises
Delaware
$6.89M +$6.89M +16,003 New
CIA
2928
Cohen Investment Advisors
New Hampshire
$6.88M -$690K -1,603 -9%
AWA
2929
Acorn Wealth Advisors
Michigan
$6.88M +$114K +265 +2%
DA
2930
Dillon & Associates
Michigan
$6.86M -$67.9K -158 -1%
ECA
2931
Elevated Capital Advisors
Utah
$6.85M +$1.9M +4,407 +38%
GWA
2932
Gratus Wealth Advisors
Virginia
$6.85M +$926K +2,260 +16%
GFPC
2933
Global Financial Private Client
Florida
$6.84M +$360K +836 +6%
WWC
2934
Waypoint Wealth Counsel
Georgia
$6.84M +$299K +696 +5%
CA
2935
Capital Advantage
California
$6.83M -$66.3K -154 -1%
SWM
2936
Sugarloaf Wealth Management
Georgia
$6.83M +$91.2K +212 +1%
BI
2937
Ballast Inc
Kentucky
$6.82M -$49.5K -115 -0.7%
CWA
2938
CM Wealth Advisors
Ohio
$6.82M +$1.49M +3,464 +28%
SC
2939
Seldon Capital
California
$6.81M
PMIA
2940
Patrick Mauro Investment Advisor
Illinois
$6.81M +$2.86M +6,653 +73%
CFIA
2941
Cantor Fitzgerald Investment Advisors
New York
$6.81M +$1.19M +2,761 +21%
MPPW
2942
Mitchell & Pahl Private Wealth
Oklahoma
$6.8M +$538K +1,250 +9%
LCM
2943
Lazari Capital Management
California
$6.8M +$304K +706 +5%
AWM
2944
Atticus Wealth Management
Florida
$6.79M +$26.2K +61 +0.4%
UCB
2945
United Community Bank
South Carolina
$6.79M -$798K -1,855 -11%
CWM
2946
Centric Wealth Management
Illinois
$6.79M +$47.1K +112 +0.7%
OFS
2947
OneAscent Financial Services
Alabama
$6.79M +$6.79M +15,775 New
LCM
2948
Legato Capital Management
California
$6.78M
MC
2949
Mathes Company
New York
$6.77M -$830K -1,929 -11%
WG
2950
Watchman Group
Texas
$6.77M +$20.2K +47 +0.3%