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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 %
PWSG
3351
Pacific Wealth Strategies Group
California
$4.93M +$614K +1,427 +14%
W
3352
Wealthquest
Ohio
$4.93M -$94.2K -224 -2%
BIA
3353
Bigelow Investment Advisors
Maine
$4.92M -$28.4K -66 -0.6%
PWM
3354
Proathlete Wealth Management
Florida
$4.91M +$430 +1 +0%
PCM
3355
Palouse Capital Management
Washington
$4.91M -$147K -342 -3%
GSWM
3356
Greenup Street Wealth Management
Michigan
$4.9M +$344K +799 +8%
BWA
3357
Burt Wealth Advisors
Maryland
$4.9M -$52.9K -123 -1%
RHP
3358
Royal Harbor Partners
Texas
$4.89M +$77.5K +180 +2%
TWP
3359
Triad Wealth Partners
Kansas
$4.89M +$611K +1,421 +14%
S
3360
Sachetta
Massachusetts
$4.89M +$183K +425 +4%
TI
3361
tru Independence
Oregon
$4.88M +$34.9K +81 +0.7%
OWMIAS
3362
One Wealth Management Investment & Advisory Services
Florida
$4.87M -$45.1M -104,730 -90%
NNPTE
3363
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.87M -$12.5M -29,053 -72%
MFG
3364
Menard Financial Group
Texas
$4.87M +$9.9K +23 +0.2%
MCM
3365
Mendel Capital Management
Arkansas
$4.87M -$177K -412 -4%
SSW
3366
Smith Shellnut Wilson
Mississippi
$4.86M +$13.8K +32 +0.3%
MLA
3367
MB, Levis & Associates
Pennsylvania
$4.85M -$14.2K -33 -0.3%
AA
3368
Argent Advisors
Louisiana
$4.85M -$29.7K -69 -0.6%
MFGM
3369
Marshall Financial Group (Maryland)
Maryland
$4.85M +$851K +1,977 +21%
RA
3370
Rational Advisors
New York
$4.85M +$290K +675 +6%
WWP
3371
WR Wealth Planners
Missouri
$4.84M +$18.1K +42 +0.4%
PHWM
3372
Pine Harbor Wealth Management
Maryland
$4.84M -$28.4K -66 -0.6%
FA
3373
Fermata Advisors
California
$4.83M +$219K +508 +5%
BFA
3374
Brown Financial Advisors
Ohio
$4.83M -$333K -773 -6%
SIA
3375
SkyView Investment Advisors
New Jersey
$4.82M +$110K +255 +2%