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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 %
OWG
3526
Oxford Wealth Group
Florida
$4.08M -$790K -1,837 -16%
PC
3527
Permanens Capital
New York
$4.08M -$1.8M -4,182 -31%
AIA
3528
Affinity Investment Advisors
California
$4.08M -$276K -642 -6%
LC
3529
Lakehouse Capital
Australia
$4.08M -$2.15M -5,000 -35%
PCM
3530
Pointe Capital Management
Michigan
$4.07M +$134K +311 +3%
DSA
3531
Droms Strauss Advisors
Missouri
$4.06M -$226K -526 -5%
WQ
3532
Wealth Quarterback
New Jersey
$4.06M +$198K +459 +5%
ML
3533
Mayport LLC
Massachusetts
$4.06M +$76.6K +178 +2%
MFG
3534
Mainsail Financial Group
Washington
$4.06M -$177K -424 -4%
WJA
3535
Willis Johnson & Associates
Texas
$4.05M +$216K +502 +6%
BFA
3536
Beacon Financial Advisory
Ohio
$4.05M -$180K -418 -4%
RIM
3537
Redwood Investment Management
Arizona
$4.05M -$10.1M -23,546 -71%
CSI
3538
Cross Staff Investments
New York
$4.05M +$98.1K +228 +2%
PFS
3539
Prospect Financial Services
New York
$4.04M +$1.31M +3,050 +48%
IF
3540
Integrity Financial
Wyoming
$4.04M -$161K -374 -4%
MFG
3541
Midwest Financial Group
Kansas
$4.04M -$58.9K -137 -1%
GB
3542
Goepper Burkhardt
South Carolina
$4.04M +$224K +520 +6%
JGCM
3543
Joseph Group Capital Management
Ohio
$4.03M +$725K +1,685 +22%
AWAP
3544
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.03M -$18.5K -43 -0.5%
ACM
3545
Advance Capital Management
Michigan
$4.03M +$39.6K +92 +1%
SIM
3546
Sterling Investment Management
Arizona
$4.03M -$252K -586 -6%
CA
3547
Cannon Advisors
North Carolina
$4.02M +$4.02M +9,400 New
VWA
3548
VERITY Wealth Advisors
United States
$4.02M +$87.8K +204 +2%
WCM
3549
Weaver Capital Management
Georgia
$4.02M +$531K +1,235 +15%
VAM
3550
Vienna Asset Management
California
$4.02M +$341K +792 +9%