MSFT icon

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 %
DWA
3451
Delos Wealth Advisors
Texas
$4.43M +$1.69M +3,936 +62%
GA
3452
Goldstein Advisors
Wisconsin
$4.43M +$185K +429 +4%
PW
3453
Peninsula Wealth
California
$4.43M +$126K +302 +3%
HTI
3454
Hikari Tsushin Inc
Japan
$4.42M -$691K -1,606 -14%
LAM
3455
LifePro Asset Management
California
$4.42M +$3.79M +8,819 +608%
MAM
3456
MWA Asset Management
Massachusetts
$4.42M +$14.2K +33 +0.3%
CAM
3457
Clark Asset Management
New Hampshire
$4.41M +$716K +1,663 +19%
FWP
3458
Falcon Wealth Planning
California
$4.41M +$9.47K +22 +0.2%
DIS
3459
Diversified Investment Strategies
Louisiana
$4.41M -$28K -65 -0.6%
PPWM
3460
Perissos Private Wealth Management
Oklahoma
$4.41M +$39.6K +92 +0.9%
SWA
3461
Strata Wealth Advisors
Texas
$4.4M -$86.9K -202 -2%
CWM
3462
Castle Wealth Management
Florida
$4.4M +$1.08M +2,503 +32%
EA
3463
Ellsworth Advisors
Ohio
$4.4M +$4.13M +9,587 +1,517%
FWM
3464
Focused Wealth Management
New York
$4.39M +$341K +792 +8%
CFG
3465
CKW Financial Group
Hawaii
$4.38M -$9.68K -23 -0.2%
LC
3466
Landaas & Company
Wisconsin
$4.37M +$430 +1 +0%
LW
3467
Libra Wealth
California
$4.37M -$104K -242 -2%
DFA
3468
Davies Financial Advisors
California
$4.36M -$105K -243 -2%
PFG
3469
PAX Financial Group
Texas
$4.34M +$648K +1,506 +18%
LFA
3470
Laraway Financial Advisors
Minnesota
$4.34M +$428K +995 +11%
WFG
3471
Wormser Freres Gestion
France
$4.34M +$24.5K +57 +0.6%
CWA
3472
Clarity Wealth Advisors
California
$4.33M +$158K +367 +4%
KFA
3473
Kapstone Financial Advisors
Ohio
$4.32M +$110K +256 +3%
IAP
3474
Indie Asset Partners
Indiana
$4.31M +$222K +516 +5%
NWWA
3475
New Wave Wealth Advisors
Arkansas
$4.31M +$1.04M +2,409 +32%