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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 %
OWA
3101
ORBA Wealth Advisors
Illinois
$6.08M +$14.2K +33 +0.2%
RIM
3102
Reliant Investment Management
Tennessee
$6.07M +$357K +829 +6%
CTC
3103
Cetera Trust Company
Minnesota
$6.06M -$204K -475 -3%
AIA
3104
Angeles Investment Advisors
California
$6.06M -$353K -820 -6%
HC
3105
Hourglass Capital
Texas
$6.05M -$146K -340 -2%
PCA
3106
Prospect Capital Advisors
California
$6.04M +$194K +450 +3%
MPW
3107
Monterey Private Wealth
California
$6.04M +$2.15K +5 +0%
OFA
3108
Oak Family Advisors
Illinois
$6.04M -$27.1K -63 -0.4%
BTWM
3109
Brass Tax Wealth Management
Ohio
$6.01M +$1.89M +4,394 +46%
WWM
3110
WJ Wealth Management
Arizona
$6.01M -$678K -1,576 -10%
SI
3111
Seeds Investor
New York
$6.01M +$43.9K +102 +0.7%
CIAS
3112
CFS Investment Advisory Services
New Jersey
$6M -$5.95M -13,826 -50%
LWM
3113
Lodestone Wealth Management
Washington
$6M -$154K -358 -3%
JWM
3114
Jeppson Wealth Management
California
$6M -$55.5K -129 -0.9%
NRWA
3115
North Ridge Wealth Advisors
Oregon
$5.98M +$1.29M +3,002 +28%
HCM
3116
HMS Capital Management
Tennessee
$5.97M -$8.61K -20 -0.1%
SIA
3117
Schear Investment Advisers
Ohio
$5.97M +$520K +1,209 +10%
GWP
3118
Gateway Wealth Partners
Wisconsin
$5.97M +$138K +321 +2%
MSWM
3119
McGlone Suttner Wealth Management
Wisconsin
$5.96M -$310K -720 -5%
IF
3120
Ironwood Financial
Arizona
$5.96M +$516K +1,200 +9%
ACP
3121
Aveo Capital Partners
Colorado
$5.94M -$1.71M -3,979 -22%
ZP
3122
Zimmer Partners
New York
$5.94M +$1.08M +2,500 +22%
WCA
3123
Waypoint Capital Advisors
Minnesota
$5.93M +$247K +573 +4%
SDH
3124
Sloy Dahl & Holst
Washington
$5.93M +$296K +687 +5%
GP
3125
Greenline Partners
New York
$5.92M