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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 %
SRSA
3726
S.R. Schill & Associates
Washington
$3.39M -$4.11M -9,556 -55%
RHAM
3727
Round Hill Asset Management
California
$3.39M +$59K +137 +2%
SIC
3728
SJS Investment Consulting
Ohio
$3.39M -$25.4K -59 -0.7%
LSIA
3729
LaSalle St. Investment Advisors
Illinois
$3.38M +$1.14M +2,649 +51%
MWM
3730
MinichMacGregor Wealth Management
New York
$3.38M +$15.1K +35 +0.4%
MHR
3731
Matthew Hamilton Rosenberg
$3.38M +$529K +1,229 +19%
RPCA
3732
Running Point Capital Advisors
California
$3.37M -$102K -238 -3%
MIM
3733
Merrion Investment Management
New Jersey
$3.37M -$6.45K -15 -0.2%
FPWM
3734
FSB Premier Wealth Management
Iowa
$3.37M +$502K +1,166 +17%
HWA
3735
Heartwood Wealth Advisors
Virginia
$3.37M -$61.5K -143 -2%
BCM
3736
BluePath Capital Management
Georgia
$3.37M -$493K -1,145 -13%
CCWM
3737
Correct Capital Wealth Management
Missouri
$3.36M +$237K +550 +8%
BFA
3738
BBJS Financial Advisors
Washington
$3.36M +$3.2M +7,428 +1,960%
NI
3739
NCP Inc
California
$3.35M -$321K -747 -9%
WFAG
3740
Wescott Financial Advisory Group
Pennsylvania
$3.35M +$29.3K +68 +0.9%
TIM
3741
Tevis Investment Management
Texas
$3.34M +$255K +593 +8%
PFA
3742
Peak Financial Advisors
Colorado
$3.34M +$3M +6,981 +900%
NAMNJ
3743
NorthStar Asset Management (New Jersey)
New Jersey
$3.34M -$74K -172 -2%
MCI
3744
MRP Capital Investments
Georgia
$3.34M -$490K -1,139 -13%
PFA
3745
Pettinga Financial Advisors
Indiana
$3.33M +$46.9K +109 +1%
FNC
3746
First National Corp
Massachusetts
$3.33M +$31.4K +73 +1%
WAG
3747
Wallace Advisory Group
California
$3.33M -$59.4K -133 -2%
CWM
3748
Campbell Wealth Management
Virginia
$3.31M +$3.31M +7,703 New
BBNB
3749
Baker Boyer National Bank
Washington
$3.31M -$475K -1,105 -13%
ONSWM
3750
Old North State Wealth Management
North Carolina
$3.31M +$182K +423 +6%