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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 %
APW
4051
Aurora Private Wealth
New Jersey
$2.4M +$208K +483 +9%
CAM
4052
Campion Asset Management
Virginia
$2.39M
MAM
4053
Mainsail Asset Management
Alabama
$2.39M +$2.15K +5 +0.1%
Cohen & Steers
4054
Cohen & Steers
New York
$2.38M -$59K -137 -2%
PCM
4055
Portolan Capital Management
Massachusetts
$2.38M +$102K +238 +4%
SA
4056
SRN Advisors
Pennsylvania
$2.38M -$91.2K -212 -4%
GSAM
4057
Grant Street Asset Management
Pennsylvania
$2.38M +$13.3K +31 +0.6%
SGWM
4058
Sterling Group Wealth Management
California
$2.37M +$9.9K +23 +0.4%
OPWM
4059
Oakwell Private Wealth Management
Texas
$2.37M -$250K -581 -10%
TWM
4060
Tolleson Wealth Management
Texas
$2.37M -$30.1K -70 -1%
KWM
4061
KFG Wealth Management
Indiana
$2.36M +$319K +741 +16%
VA
4062
Verdad Advisers
Massachusetts
$2.36M +$1.13M +2,628 +92%
RWMH
4063
Riverpoint Wealth Management Holdings
Illinois
$2.36M +$4.3K +10 +0.2%
ACMA
4064
Arbor Capital Management (Alaska)
Alaska
$2.36M -$274K -647 -10%
FFM
4065
Flagstone Financial Management
Nebraska
$2.36M +$336K +781 +17%
MWM
4066
Mosley Wealth Management
California
$2.35M +$753K +1,797 +47%
NFG
4067
Northeast Financial Group
Pennsylvania
$2.35M +$284K +660 +14%
PWM
4068
Pinnacle Wealth Management
California
$2.35M -$712K -1,655 -23%
DPW
4069
DiNuzzo Private Wealth
Pennsylvania
$2.35M +$690K +1,603 +42%
PA
4070
Planning Alternatives
Michigan
$2.35M +$68.4K +159 +3%
TPWM
4071
Twelve Points Wealth Management
Massachusetts
$2.35M +$6.02K +14 +0.3%
TWM
4072
TriaGen Wealth Management
California
$2.34M +$253K +589 +12%
FF
4073
Francis Financial
$2.34M +$21.1K +49 +0.9%
WCBA
4074
Weaver C. Barksdale & Associates
Tennessee
$2.33M -$165K -384 -7%
HWA
4075
Hilltop Wealth Advisors
North Carolina
$2.33M +$1.5M +3,486 +181%