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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 %
AWG
2976
Altus Wealth Group
Colorado
$6.65M +$1.58M +3,679 +31%
PWA
2977
Physician Wealth Advisors
Utah
$6.65M +$45.6K +109 +0.7%
CIA
2978
Citadel Investment Advisory
Ohio
$6.65M +$215K +500 +3%
SDWIA
2979
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.64M -$72.7K -169 -1%
AIS
2980
AM Investment Strategies
Tennessee
$6.63M -$39.2K -91 -0.6%
IIA
2981
ICW Investment Advisors
Arizona
$6.63M -$18.9K -44 -0.3%
BHA
2982
Beech Hill Advisors
New York
$6.63M +$186K +433 +3%
LC
2983
Legacy CG
Texas
$6.63M +$24.1K +56 +0.4%
SJIM
2984
St. Johns Investment Management
Florida
$6.61M -$785K -1,824 -11%
SI
2985
Saxon Interests
Texas
$6.61M +$424K +985 +7%
WCG
2986
Weaver Consulting Group
California
$6.6M +$97.7K +227 +2%
RCM
2987
Regency Capital Management
Hawaii
$6.6M +$19.8K +46 +0.3%
CCG
2988
Cloverfields Capital Group
Minnesota
$6.58M -$542K -1,259 -8%
CWM
2989
C2C Wealth Management
Arizona
$6.58M -$20.3K -50 -0.3%
QFA
2990
Quantum Financial Advisors
California
$6.58M +$745K +1,731 +13%
LAI
2991
Legal Advantage Investments
California
$6.57M -$43.5K -101 -0.7%
TCOTS
2992
Trust Company of the South
North Carolina
$6.57M +$414K +963 +7%
FHC
2993
First Heartland Consultants
Missouri
$6.57M -$36.1K -84 -0.5%
CWA
2994
Consilium Wealth Advisory
Texas
$6.56M +$182K +422 +3%
GTAM
2995
Global Trust Asset Management
Florida
$6.56M +$509K +1,183 +8%
DWM
2996
Dorchester Wealth Management
Quebec, Canada
$6.56M -$2.66M -6,185 -29%
WFAG
2997
Worth Financial Advisory Group
North Carolina
$6.54M +$454K +1,056 +7%
RLIM
2998
Red Lighthouse Investment Management
New York
$6.54M -$3.01K -7 -0%
RWA
2999
Redhawk Wealth Advisors
Minnesota
$6.54M -$397K -923 -6%
PA
3000
Pineridge Advisors
Missouri
$6.54M -$154K -357 -2%