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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 %
FA
3976
Fiducient Advisors
Illinois
$2.64M -$839K -1,949 -24%
HGWM
3977
Horst & Graben Wealth Management
Oregon
$2.63M +$43.9K +102 +2%
MAG
3978
M3 Advisory Group
Massachusetts
$2.63M +$290K +675 +12%
XSC
3979
X-Square Capital
Puerto Rico
$2.63M +$55.5K +129 +2%
APM
3980
Advanced Portfolio Management
New York
$2.63M -$2.27M -5,287 -46%
BFWM
3981
Bright Futures Wealth Management
New York
$2.62M -$58.8K -136 -2%
USWIA
3982
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.62M +$714K +1,660 +38%
PCMN
3983
Paradigm Capital Management (Nevada)
Nevada
$2.62M +$2.62M +6,077 New
SA
3984
SRH Advisors
Kansas
$2.61M -$103K -240 -4%
AGAM
3985
Audent Global Asset Management
California
$2.61M -$667K -1,550 -20%
TAM
3986
Tealwood Asset Management
Minnesota
$2.6M +$21.1K +49 +0.8%
WAM
3987
WealthTrust Asset Management
Florida
$2.6M -$97.3K -226 -4%
GIM
3988
Guild Investment Management
California
$2.59M -$15.9K -37 -0.6%
LFGO
3989
Legacy Financial Group (Oklahoma)
Oklahoma
$2.59M +$377K +929 +17%
RWA
3990
Rooted Wealth Advisors
Illinois
$2.59M +$60.2K +147 +2%
VSAM
3991
Value Star Asset Management
Hong Kong
$2.58M -$61.1M -142,001 -96%
VFM
3992
Viking Fund Management
North Dakota
$2.58M
CCM
3993
Check Capital Management
California
$2.58M +$65.4K +152 +3%
KWAG
3994
Kiely Wealth Advisory Group
North Carolina
$2.58M -$4.24K -10 -0.2%
PFA
3995
Professional Financial Advisors
Nebraska
$2.58M +$63.7K +148 +3%
HCP
3996
Hexagon Capital Partners
Arkansas
$2.58M +$52.1K +121 +2%
TBC
3997
Ted Buchan & Co
California
$2.57M +$99K +230 +4%
SWP
3998
Summit Wealth Partners
Florida
$2.57M -$208K -484 -7%
MCC
3999
Maiden Cove Capital
Maine
$2.56M +$1.33M +3,088 +108%
A
4000
AlphaQuest
New York
$2.55M +$935K +2,172 +58%