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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 %
OLVIG
3426
Oliver Lagore Vanvalin Investment Group
Michigan
$4.55M -$55.5K -129 -1%
GC
3427
Gould Capital
Washington
$4.54M -$40.9K -95 -0.9%
CCM
3428
Crew Capital Management
Ohio
$4.54M -$137K -319 -3%
EIG
3429
Ellenbecker Investment Group
Wisconsin
$4.53M -$244K -568 -5%
SWMG
3430
Signature Wealth Management Group
Georgia
$4.53M +$18.1K +42 +0.4%
PMSA
3431
Patrick M. Sweeney & Associates
Illinois
$4.51M +$91.2K +212 +2%
ACM
3432
Arcataur Capital Management
Wisconsin
$4.51M -$24.5K -57 -0.5%
FSA
3433
Financial Sense Advisors
California
$4.51M -$3.01K -7 -0.1%
AFS
3434
Access Financial Services
Minnesota
$4.5M -$12K -28 -0.3%
ACA
3435
Affinity Capital Advisors
California
$4.5M +$324K +754 +8%
RTC
3436
Riverview Trust Company
Washington
$4.5M +$111K +257 +3%
AWA
3437
Alta Wealth Advisors
Massachusetts
$4.49M +$298K +692 +7%
IWP
3438
Invenio Wealth Partners
Florida
$4.48M +$238K +552 +6%
LAS
3439
LWM Advisory Services
Florida
$4.48M +$1.35M +3,129 +43%
PWM
3440
Prentice Wealth Management
New York
$4.48M -$99.8K -232 -2%
IWM
3441
Iams Wealth Management
Nebraska
$4.47M +$463K +1,077 +12%
GA
3442
Gordian Advisors
Arizona
$4.47M +$3.7M +8,602 +482%
MS
3443
Madden Securities
Texas
$4.46M -$110K -255 -2%
THCM
3444
Taylor Hoffman Capital Management
Virginia
$4.46M +$4.46M +10,966 New
HGERS
3445
Householder Group Estate & Retirement Specialist
Arizona
$4.46M -$1.32M -3,066 -23%
RLWM
3446
RF&L Wealth Management
Massachusetts
$4.45M +$6.46K +15 +0.1%
OPWM
3447
Oxinas Partners Wealth Management
Indiana
$4.45M +$72.7K +169 +2%
DBRC
3448
D.B. Root & Company
Pennsylvania
$4.45M -$307K -713 -6%
AC
3449
ASB Consultores
Florida
$4.44M -$45.6K -106 -1%
BFAG
3450
Blackston Financial Advisory Group
Florida
$4.44M +$500K +1,161 +13%