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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 %
AWMT
3251
AAFMAA Wealth Management & Trust
North Carolina
$5.36M +$609K +1,416 +13%
NPFS
3252
Novak & Powell Financial Services
Florida
$5.36M -$10.8K -25 -0.2%
RCM
3253
Raleigh Capital Management
North Carolina
$5.36M +$344K +800 +7%
UWPG
3254
Ullmann Wealth Partners Group
Florida
$5.35M +$50.3K +117 +0.9%
MF
3255
Manchester Financial
California
$5.35M +$1.52M +3,533 +40%
ASI
3256
Advisory Services & Investments
Oregon
$5.35M -$15.5K -36 -0.3%
PBCM
3257
Point Break Capital Management
Florida
$5.34M -$215K -500 -4%
RF
3258
Robbins Farley
New Hampshire
$5.33M +$81.3K +189 +2%
MCWA
3259
Meadow Creek Wealth Advisors
Georgia
$5.33M +$404K +939 +8%
IAG
3260
Investment Advisory Group
Massachusetts
$5.33M +$139K +322 +3%
CMANY
3261
Capital Management Associates (New York)
New York
$5.33M
GIM
3262
Guardian Investment Management
California
$5.32M -$1.98M -4,596 -27%
TFP
3263
Tilia Fiduciary Partners
North Carolina
$5.32M +$119K +276 +2%
PWM
3264
Purus Wealth Management
California
$5.31M +$66.7K +155 +1%
MSCM
3265
McElhenny Sheffield Capital Management
Texas
$5.3M +$454K +1,055 +9%
NRI
3266
NFP Retirement Inc
California
$5.29M -$121K -281 -2%
Fuller & Thaler Asset Management
3267
Fuller & Thaler Asset Management
California
$5.29M
CWS
3268
Cypress Wealth Services
California
$5.29M +$253K +589 +5%
SLA
3269
Silver Lake Advisory
Utah
$5.28M -$15.5K -36 -0.3%
CWM
3270
Cahaba Wealth Management
Georgia
$5.28M +$7.32K +17 +0.1%
CV
3271
Counterweight Ventures
North Carolina
$5.28M +$498K +1,158 +10%
FGA
3272
Fortis Group Advisors
New Jersey
$5.28M +$146K +340 +3%
OP
3273
ORG Partners
Indiana
$5.27M -$1.95M -4,536 -27%
RSA
3274
River Street Advisors
Illinois
$5.27M +$84.8K +197 +2%
AF
3275
Affiance Financial
Minnesota
$5.27M +$24.1K +56 +0.5%