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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 %
NWM
4201
Napa Wealth Management
California
$1.95M -$55.1K -128 -3%
DPI
4202
Diversified Portfolios Inc
Michigan
$1.95M -$10.8K -25 -0.5%
AIM
4203
Aigen Investment Management
New York
$1.95M -$1.15M -2,684 -37%
PC
4204
Prairiewood Capital
North Dakota
$1.95M -$13.8K -32 -0.7%
NWMG
4205
Nicholson Wealth Management Group
South Carolina
$1.94M +$1.94M +4,518 New
PPWM
4206
PFG Private Wealth Management
Florida
$1.94M +$17.6K +41 +0.9%
SPL
4207
Smart Portfolios LLC
Washington
$1.94M -$69.7K -162 -3%
OC
4208
OxenFree Capital
Florida
$1.94M +$18.5K +43 +1%
RA
4209
Riverstone Advisors
Texas
$1.94M +$10.8K +25 +0.6%
PGCM
4210
Prescott Group Capital Management
Oklahoma
$1.94M
EFP
4211
Elser Financial Planning
Indiana
$1.94M +$157K +365 +9%
HWMC
4212
Heritage Wealth Management (California)
California
$1.93M +$130K +302 +7%
AFA
4213
American Financial Advisors
Georgia
$1.93M -$151K -351 -7%
CBOR
4214
Community Bank of Raymore
Missouri
$1.93M +$89.5K +208 +5%
CF
4215
Corrigan Financial
Rhode Island
$1.93M +$216K +503 +13%
RPA
4216
Rock Point Advisors
Vermont
$1.92M -$14.2K -33 -0.7%
VIM
4217
Vista Investment Management
Pennsylvania
$1.92M +$6.89K +16 +0.4%
EP
4218
Essential Planning
New Hampshire
$1.92M +$37.9K +88 +2%
BAM
4219
Bayshore Asset Management
Florida
$1.92M +$2.15K +5 +0.1%
CHJWM
4220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.92M -$40.8K -100 -2%
PS
4221
Planned Solutions
California
$1.91M +$435K +1,012 +29%
FNWA
4222
Financial Network Wealth Advisors
Utah
$1.91M -$25K -58 -1%
WGCA
4223
Wolf Group Capital Advisors
Virginia
$1.91M -$507K -1,489 -21%
VF
4224
VitalStone Financial
Texas
$1.91M +$422K +980 +28%
ST
4225
Sageworth Trust
Pennsylvania
$1.91M -$974K -2,264 -34%