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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 %
ARG
3826
Advisory Resource Group
Oklahoma
$3.07M -$28.4K -66 -0.9%
SPWG
3827
Sage Private Wealth Group
Illinois
$3.07M +$38.3K +89 +1%
TVAMP
3828
Tennessee Valley Asset Management Partners
Tennessee
$3.06M -$41.7K -97 -1%
WWG
3829
West Wealth Group
California
$3.05M +$86.1K +200 +3%
SR
3830
Syntax Research
Florida
$3.05M -$212K -493 -7%
EWS
3831
Evergreen Wealth Solutions
Pennsylvania
$3.04M -$224K -521 -7%
CAIMH
3832
Central Asset Investments & Management Holdings
Hong Kong
$3.04M -$4.12M -9,567 -57%
AWS
3833
Aspen Wealth Strategies
Colorado
$3.04M +$32.7K +76 +1%
SWM
3834
SFG Wealth Management
Maryland
$3.03M -$42.2K -98 -1%
BBA
3835
Braun-Bostich & Associates
Pennsylvania
$3.03M +$17.2K +40 +0.6%
RWS
3836
Resolute Wealth Strategies
Mississippi
$3.03M -$47.8K -111 -2%
RAG
3837
RIA Advisory Group
Iowa
$3.02M +$3.02M +7,021 New
MWPCG
3838
Measured Wealth Private Client Group
New Hampshire
$3.02M -$413K -960 -12%
NIA
3839
NIA Impact Advisors
California
$3.01M -$53.8K -125 -2%
VWM
3840
Vivid Wealth Management
Iowa
$3.01M -$136K -316 -4%
SRWM
3841
Shira Ridge Wealth Management
California
$3M -$154K -359 -5%
PSCM
3842
Per Stirling Capital Management
Texas
$3M +$152K +353 +5%
WIM
3843
Waycross Investment Management
Washington
$3M -$262K -609 -8%
QP
3844
Quartz Partners
New York
$3M +$3M +6,964 New
SSCM
3845
Spectrum Strategic Capital Management
Oregon
$2.99M +$89.9K +209 +3%
GWP
3846
Gen-Wealth Partners
Michigan
$2.99M +$284K +656 +10%
BWM
3847
BigSur Wealth Management
Florida
$2.99M +$66.3K +154 +2%
LD
3848
Lipe & Dalton
New York
$2.98M
NCMW
3849
Northern Capital Management (Washington)
Washington
$2.98M +$37K +86 +1%
KGC
3850
Kennon-Green & Company
Ohio
$2.98M -$9.04K -21 -0.3%