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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 %
BHWM
3876
Beaird Harris Wealth Management
Texas
$2.91M -$377K -876 -11%
RCS
3877
Retirement Capital Strategies
California
$2.91M -$68.8K -160 -2%
PMG
3878
Private Management Group
California
$2.9M -$9.9K -23 -0.3%
FA
3879
FF Advisors
California
$2.9M
TWA
3880
Talisman Wealth Advisors
New Jersey
$2.89M -$9K -21 -0.3%
ACC
3881
Acorn Creek Capital
Colorado
$2.89M +$709K +1,647 +32%
O3W
3882
Omni 360 Wealth
New Jersey
$2.88M +$693K +1,611 +32%
WFM
3883
Wolff Financial Management
Michigan
$2.88M +$2.88M +6,701 New
BPFA
3884
Barnes Pettey Financial Advisors
Mississippi
$2.88M -$35.3K -82 -1%
AWM
3885
AllSquare Wealth Management
New York
$2.88M +$18.9K +44 +0.7%
MWM
3886
Mascoma Wealth Management
New Hampshire
$2.88M -$78.3K -182 -3%
JWM
3887
Jessup Wealth Management
Ohio
$2.88M -$163K -378 -5%
RW
3888
RVW Wealth
California
$2.87M -$52.9K -123 -2%
AFG
3889
Altiora Financial Group
Ohio
$2.87M +$3.44K +8 +0.1%
TCPW
3890
Twin City Private Wealth
North Carolina
$2.87M +$180K +418 +7%
LA
3891
Latitude Advisors
Florida
$2.87M +$7.75K +18 +0.3%
PWA
3892
PCG Wealth Advisors
Kansas
$2.87M +$493K +1,145 +21%
EHWM
3893
Eads & Heald Wealth Management
Georgia
$2.86M -$53.8K -125 -2%
TWM
3894
Triton Wealth Management
Arizona
$2.85M +$237K +561 +9%
CA
3895
Cortland Associates
Missouri
$2.85M -$68K -158 -2%
WIM
3896
Warwick Investment Management
Texas
$2.85M +$119K +276 +4%
AWP
3897
Atlas Wealth Partners
Pennsylvania
$2.85M +$2.85M +6,615 New
AL
3898
ADE LLC
Maryland
$2.84M -$3.44K -8 -0.1%
HS
3899
Horan Securities
United States
$2.84M +$135K +314 +5%
RIS
3900
Retirement Income Solutions
Michigan
$2.84M +$11.6K +27 +0.4%