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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 %
PWS
2951
Peterson Wealth Services
Utah
$6.77M -$313K -727 -4%
MSK
2952
Melissa S. Kampmann
$6.76M -$10.8K -25 -0.2%
CWP
2953
Curated Wealth Partners
California
$6.76M +$90.4K +210 +1%
MW
2954
Maia Wealth
Colorado
$6.75M +$733K +1,726 +12%
HAC
2955
Harbor Advisory Corp
New Hampshire
$6.75M +$103K +239 +2%
ARMT
2956
Amica Retiree Medical Trust
Rhode Island
$6.75M +$6.75M +15,680 New
SC
2957
Sierra Capital
Florida
$6.74M +$1.67M +3,880 +33%
WW
2958
Waterfront Wealth
Kansas
$6.74M +$473K +1,102 +8%
FA
2959
Financial Avengers
California
$6.74M +$83K +193 +1%
CWM
2960
Concentrum Wealth Management
California
$6.74M +$262K +608 +4%
EFH
2961
Eaton Financial Holdings
Florida
$6.72M +$6.72M +15,611 New
EAM
2962
Empirical Asset Management
Massachusetts
$6.71M +$49.2K +893 +0.7%
CF
2963
Convergence Financial
Missouri
$6.7M -$210K -488 -3%
TC
2964
Truvestments Capital
Florida
$6.69M +$2.78M +6,459 +71%
SM
2965
Sweeney & Michel
California
$6.69M +$12.1K +29 +0.2%
SFP
2966
Sweet Financial Partners
Minnesota
$6.69M -$86.9K -202 -1%
WAL
2967
W Advisors LLC
Tennessee
$6.68M +$147K +342 +2%
AWM
2968
Aviso Wealth Management
Washington
$6.68M -$5.59K -13 -0.1%
V
2969
ViaWealth
Kansas
$6.68M +$262K +608 +4%
CGFA
2970
Colton Groome Financial Advisors
North Carolina
$6.68M +$327K +760 +5%
SFS
2971
Stiles Financial Services
Minnesota
$6.67M +$159K +370 +2%
MUAMU
2972
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.67M -$2.15M -5,000 -24%
PSFG
2973
Prairie Sky Financial Group
Illinois
$6.67M -$130K -303 -2%
RIA
2974
Realta Investment Advisors
Delaware
$6.66M -$8.94M -21,328 -57%
OHWP
2975
Oak Harbor Wealth Partners
North Carolina
$6.66M -$178K -414 -3%