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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 %
OW
3926
Olistico Wealth
Oklahoma
$2.77M -$265K -616 -9%
FSC
3927
Full Sail Capital
Oklahoma
$2.76M -$380K -882 -12%
BDF
3928
Black Diamond Financial
Maryland
$2.76M +$236K +549 +9%
PCS
3929
Private Client Services
Kentucky
$2.76M -$833K -1,937 -23%
GSC
3930
G&S Capital
Colorado
$2.76M +$187K +434 +7%
PFA
3931
Pathway Financial Advisors
Vermont
$2.75M -$59K -137 -2%
PCMF
3932
Private Capital Management (Florida)
Florida
$2.75M -$244K -568 -8%
FC
3933
FCA Corp
Texas
$2.75M +$4.73K +11 +0.2%
CP
3934
Creekside Partners
California
$2.74M -$27.5K -64 -1%
PCWA
3935
Pacific Capital Wealth Advisors
California
$2.74M +$61.5K +143 +2%
B
3936
Birchbrook
Maine
$2.73M +$19.4K +45 +0.7%
TA
3937
TrueWealth Advisors
Alabama
$2.73M -$103K -239 -4%
FNBSF
3938
First National Bank Sioux Falls
South Dakota
$2.73M
EWM
3939
Elmwood Wealth Management
California
$2.73M +$939K +2,182 +53%
EWS
3940
Eagle Wealth Strategies
New Jersey
$2.72M +$379K +880 +16%
THL
3941
Tillman Hartley LLC
Colorado
$2.72M -$469K -1,089 -15%
KWA
3942
Kellett Wealth Advisors
Ohio
$2.72M -$8.18K -19 -0.3%
TFP
3943
TrueWealth Financial Partners
Washington
$2.72M -$10.8K -25 -0.4%
FFA
3944
Fortune Financial Advisors
Kansas
$2.72M -$5.38M -12,514 -66%
CWM
3945
Cherrydale Wealth Management
New Jersey
$2.72M +$11.2K +26 +0.4%
RAS
3946
RPS Advisory Solutions
Kentucky
$2.72M -$161K -374 -6%
TWM
3947
Trevian Wealth Management
Massachusetts
$2.71M +$2.71M +6,305 New
DAM
3948
Doheny Asset Management
California
$2.71M -$47.3K -110 -2%
WIP
3949
WealthCare Investment Partners
Rhode Island
$2.71M -$409K -999 -13%
3F
3950
360 Financial
Minnesota
$2.7M +$207K +480 +8%