MSFT icon

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 %
UIA
3951
Ulland Investment Advisors
Minnesota
$2.7M -$102K -236 -4%
WLIM
3952
White Lighthouse Investment Management
Massachusetts
$2.7M -$27.1K -63 -1%
PWP
3953
Phillips Wealth Planners
Mississippi
$2.69M +$133K +320 +5%
PFA
3954
Petra Financial Advisors
Colorado
$2.69M -$30.6K -71 -1%
RDFA
3955
Ritter Daniher Financial Advisory
Ohio
$2.69M -$213K -496 -7%
CP
3956
Castleview Partners
Texas
$2.68M -$238K -554 -8%
PW
3957
Paladin Wealth
Minnesota
$2.68M +$2.68M +6,224 New
PWA
3958
Prairie Wealth Advisors
Nebraska
$2.68M -$24.1K -56 -0.9%
EPA
3959
Element Pointe Advisors
Florida
$2.67M -$278K -647 -9%
AWM
3960
Arista Wealth Management
Nevada
$2.67M +$92.5K +215 +4%
STA
3961
Smith Thornton Advisors
Alabama
$2.67M +$4.3K +10 +0.2%
HFAS
3962
Hummer Financial Advisory Services
Illinois
$2.67M +$4.3K +10 +0.2%
CRIG
3963
Charter Research & Investment Group
Connecticut
$2.67M
CPP
3964
Capasso Planning Partners
South Carolina
$2.67M -$265K -617 -9%
HIG
3965
Heritage Investment Group
Florida
$2.66M +$759K +1,763 +40%
FCM
3966
Family Capital Management
Michigan
$2.66M +$17.2K +40 +0.7%
PRI
3967
Prepared Retirement Institute
Pennsylvania
$2.66M +$13.3K +31 +0.5%
E3F
3968
Eight 31 Financial
Texas
$2.66M -$403K -936 -13%
PA
3969
PSI Advisors
Florida
$2.66M -$94.6K -220 -3%
OWP
3970
ORG Wealth Partners
Texas
$2.65M +$2.65M +6,162 New
SWM
3971
Seed Wealth Management
Illinois
$2.65M
AC
3972
Allstate Corporation
Illinois
$2.65M -$7.31M -16,999 -73%
CG
3973
Clifford Group
Massachusetts
$2.65M +$6.88K +16 +0.3%
NWAG
3974
Net Worth Advisory Group
Utah
$2.65M +$2.65M +6,147 New
ADBIC
3975
A.D. Beadell Investment Counsel
Wisconsin
$2.64M -$103K -240 -4%