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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 %
AIA
4151
Armor Investment Advisors
North Carolina
$2.1M +$136K +316 +7%
Betterment LLC
4152
Betterment LLC
New York
$2.1M +$153K +355 +8%
CWA
4153
Centennial Wealth Advisory
Michigan
$2.1M +$216K +501 +11%
MAM
4154
Marotta Asset Management
Virginia
$2.09M -$114K -265 -5%
PBF
4155
Petix & Botte Financial
California
$2.09M
CGF
4156
Constant Guidance Financial
Massachusetts
$2.09M -$206K -479 -9%
AAM
4157
Austin Asset Management
Texas
$2.09M +$66.7K +155 +3%
MWM
4158
Meritas Wealth Management
California
$2.09M +$71K +165 +4%
WIA
4159
Wetzel Investment Advisors
Indiana
$2.08M -$4.3K -10 -0.2%
WAOI
4160
Wealth Advisors of Iowa
Iowa
$2.08M -$42.6K -99 -2%
1IA
4161
1620 Investment Advisors
Massachusetts
$2.07M -$312K -724 -13%
NCG
4162
Newport Capital Group
New Jersey
$2.07M +$107K +248 +5%
CMA
4163
Cedar Mountain Advisors
Oregon
$2.06M +$1.72K +4 +0.1%
SOAG
4164
Silver Oak Advisory Group
Oregon
$2.06M -$2.58K -6 -0.1%
VIA
4165
Virtus Investment Advisers
Connecticut
$2.06M -$314K -730 -13%
CWMS
4166
Cannon Wealth Management Services
North Carolina
$2.05M +$2.05M +4,771 New
DCM
4167
Davis Capital Management
Florida
$2.05M +$8.61K +20 +0.4%
SRL
4168
Scientech Research LLC
New Jersey
$2.05M -$1.21M -2,823 -37%
LI
4169
Latash Investments
Alaska
$2.04M -$108K -250 -5%
AFM
4170
Armstrong Fleming & Moore
District of Columbia
$2.04M -$62.8K -146 -3%
AIA
4171
Alternative Investment Advisors
Florida
$2.04M -$2.33M -5,415 -53%
SPAS
4172
Spectrum Planning & Advisory Services
California
$2.04M +$14.2K +33 +0.7%
EWM
4173
Endowment Wealth Management
Wisconsin
$2.04M +$62.8K +146 +3%
BBW
4174
Blue Barn Wealth
Utah
$2.04M -$158K -368 -7%
CMBA
4175
C.M. Bidwell & Associates
Hawaii
$2.03M -$80K -186 -4%