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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 %
SWM
4001
Sterling Wealth Management
Illinois
$2.55M +$936K +2,175 +58%
RFS
4002
Richardson Financial Services
Massachusetts
$2.55M +$14.7K +33 +0.6%
OAS
4003
Optivise Advisory Services
Tennessee
$2.55M -$510K -1,185 -17%
FA
4004
Fountainhead AM
New Jersey
$2.54M +$89.1K +207 +4%
TCMP
4005
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.54M -$35.7K -83 -1%
TC
4006
Trust Company
Kansas
$2.54M -$104K -242 -4%
PG
4007
Prostatis Group
Maryland
$2.54M -$75.7K -176 -3%
SDAM
4008
Shulman DeMeo Asset Management
New York
$2.52M +$125K +288 +5%
T
4009
TOBAM
France
$2.51M +$401K +931 +19%
AWC
4010
Adamsbrown Wealth Consultants
Kansas
$2.51M +$103K +239 +4%
AIC
4011
Anthracite Investment Company
Texas
$2.51M +$1.38M +3,200 +121%
GAA
4012
Global Assets Advisory
Florida
$2.51M +$97.6K +232 +4%
KIG
4013
Kennedy Investment Group
New Jersey
$2.51M -$14.2K -33 -0.6%
BBPWM
4014
Blue Bell Private Wealth Management
Pennsylvania
$2.5M +$76.2K +177 +3%
IFA
4015
Index Fund Advisors
California
$2.49M -$213K -496 -8%
TBWA
4016
Three Bridge Wealth Advisors
California
$2.49M +$171K +398 +7%
EWA
4017
ERTS Wealth Advisors
Michigan
$2.48M -$5.16K -12 -0.2%
FMP
4018
Financial Management Professionals
Texas
$2.48M +$9.47K +22 +0.4%
LFASL
4019
Lugano Financial Advisors SA (LFA)
Switzerland
$2.48M +$141K +327 +6%
SFS
4020
Security Financial Services
Indiana
$2.47M +$46.9K +109 +2%
OCPWS
4021
One Charles Private Wealth Services
Massachusetts
$2.47M -$1.29K -3 -0.1%
CTC
4022
Corundum Trust Company
South Dakota
$2.47M -$210K -488 -8%
IFS
4023
Intelligent Financial Strategies
Minnesota
$2.46M
GFA
4024
Gallagher Fiduciary Advisors
Illinois
$2.46M -$275K -640 -10%
ECM
4025
Element Capital Management
New York
$2.45M -$18.3M -42,617 -88%