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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 %
NLP
3226
Next Level Private
New York
$5.48M +$34.4K +80 +0.6%
LRIA
3227
Leonard Rickey Investment Advisors
Washington
$5.47M -$214K -498 -4%
HI
3228
Hudock Inc
Pennsylvania
$5.47M +$64.1K +149 +1%
WCM
3229
WealthBridge Capital Management
Ohio
$5.46M +$507K +1,178 +10%
MPAM
3230
Murphy Pohlad Asset Management
Minnesota
$5.46M -$721K -1,675 -12%
CW
3231
Cook Wealth
North Carolina
$5.45M +$3.03K +7 +0.1%
SCA
3232
Sandy Cove Advisors
Massachusetts
$5.45M +$79.2K +184 +1%
SP
3233
Successful Portfolios
Florida
$5.45M -$130K -303 -2%
TPWA
3234
Twin Peaks Wealth Advisors
California
$5.44M -$98.5K -229 -2%
FSG
3235
Financial Strategies Group
Michigan
$5.43M +$44.8K +107 +0.8%
ACL
3236
Applied Capital LLC
Florida
$5.43M -$104K -241 -2%
MPIA
3237
Mountain Pacific Investment Advisers
Idaho
$5.43M +$24.5K +57 +0.5%
GPWA
3238
Great Point Wealth Advisors
Massachusetts
$5.43M +$49.5K +115 +0.9%
RFP
3239
Root Financial Partners
California
$5.42M +$2.46M +5,715 +83%
EFL
3240
ERn Financial LLC
Wisconsin
$5.41M +$58.5K +136 +1%
CG
3241
Cynosure Group
Utah
$5.41M -$1.89M -4,401 -26%
CFG
3242
Carr Financial Group
Massachusetts
$5.4M -$104K -242 -2%
SA
3243
SAM Advisors
California
$5.4M -$26.7K -62 -0.5%
MSA
3244
McAlister Sweet & Associates
Texas
$5.39M +$1.05M +2,448 +24%
TNAM
3245
Terra Nova Asset Management
New York
$5.39M +$173K +401 +3%
VIA
3246
Vickerman Investment Advisors
Washington
$5.38M +$229K +533 +4%
MCP
3247
Martin Capital Partners
Oregon
$5.38M -$1.79M -4,154 -25%
IPAM
3248
Investment Partners Asset Management
New Jersey
$5.38M -$57.2K -133 -1%
PA
3249
Paragon Advisors
Texas
$5.37M +$102K +237 +2%
ABLA
3250
Alan B. Lancz & Associates
Ohio
$5.36M +$129K +300 +2%