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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 %
MWA
3851
Motive Wealth Advisors
Michigan
$2.98M
CHA
3852
Cooper/Haims Advisors
New York
$2.97M -$1.96M -4,566 -40%
ODG
3853
O'Dell Group
Ohio
$2.97M +$46.9K +109 +2%
CWI
3854
Conscious Wealth Investments
Florida
$2.97M +$1.7K +4 +0.1%
WFA
3855
WestHill Financial Advisors
California
$2.97M +$49.1K +114 +2%
BCM
3856
Brooktree Capital Management
Michigan
$2.96M
FIBT
3857
First International Bank & Trust
North Dakota
$2.96M +$9.04K +21 +0.3%
NL
3858
Navalign LLC
California
$2.95M +$42.6K +99 +1%
HWP
3859
Heritage Wealth Partners
Ohio
$2.95M -$188K -437 -6%
IFPG
3860
Intrepid Financial Planning Group
Indiana
$2.95M -$155K -360 -5%
RA
3861
Riversedge Advisors
Delaware
$2.95M -$50.8K -118 -2%
HIM
3862
Hanlon Investment Management
New Jersey
$2.94M +$174K +405 +6%
IAG
3863
Investmark Advisory Group
Connecticut
$2.94M -$6.03K -14 -0.2%
PPH
3864
Pure Portfolios Holdings
Oregon
$2.94M +$2.94M +6,823 New
KLWA
3865
Kelly Lawrence W & Associates
California
$2.93M -$10.3K -24 -0.4%
TFCP
3866
Twin Focus Capital Partners
Massachusetts
$2.92M
PA
3867
Parkside Advisors
California
$2.92M -$21.5K -50 -0.7%
FFO
3868
Fortitude Family Office
Arizona
$2.92M +$1.29M +3,009 +80%
CWMGP
3869
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.92M -$2.58K -6 -0.1%
IWA
3870
IBEX Wealth Advisors
New Jersey
$2.92M -$19.6M -64,798 -87%
LSA
3871
Lansing Street Advisors
Pennsylvania
$2.92M +$107K +249 +4%
WW
3872
Westshore Wealth
California
$2.91M +$44.8K +104 +2%
FWI
3873
Facet Wealth Inc
Maryland
$2.91M +$330K +805 +13%
DF
3874
Dunhill Financial
United Kingdom
$2.91M +$527K +1,224 +22%
FWA
3875
FOCUS Wealth Advisors
Texas
$2.91M -$66.7K -155 -2%