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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 %
CWM
4226
Comprehensive Wealth Management
Washington
$1.91M +$2.15K +5 +0.1%
TIAM2
4227
Tru Independence Asset Management 2
Oregon
$1.9M +$1.9M +4,424 New
CCA
4228
Cadent Capital Advisors
Oklahoma
$1.9M +$697K +1,621 +58%
TFF
4229
The Family Firm
Maryland
$1.9M +$312K +726 +20%
MWA
4230
MN Wealth Advisors
Kansas
$1.9M -$16.4K -38 -0.9%
PCI
4231
Planning Center Inc
Illinois
$1.89M +$7.75K +18 +0.4%
MWA
4232
Muirfield Wealth Advisors
North Carolina
$1.89M +$406K +943 +27%
CFIM
4233
Client First Investment Management
Wisconsin
$1.89M
RA
4234
Rodgers & Associates
Pennsylvania
$1.89M -$15.5K -36 -0.8%
KFS
4235
Kelly Financial Services
Massachusetts
$1.89M +$108K +252 +6%
BIA
4236
Bell Investment Advisors
California
$1.89M +$5.16K +12 +0.3%
BWM
4237
Blossom Wealth Management
California
$1.88M
WMWM
4238
Whitaker-Myers Wealth Managers
Ohio
$1.87M +$56.8K +132 +3%
RWM
4239
Revisor Wealth Management
Ohio
$1.87M +$238K +552 +15%
EFG
4240
Elios Financial Group
Ohio
$1.87M +$1.87M +4,352 New
SIS
4241
Strategic Investment Solutions
Illinois
$1.87M -$521K -1,210 -22%
CFG
4242
Clayton Financial Group
Missouri
$1.87M +$224K +520 +14%
DA
4243
Drake & Associates
Wisconsin
$1.87M +$371K +863 +25%
IFO
4244
Independent Family Office
New York
$1.87M +$716K +1,670 +62%
AWA
4245
Archvest Wealth Advisors
California
$1.87M +$293K +682 +19%
OWM
4246
OneAscent Wealth Management
Alabama
$1.87M +$1.87M +4,340 New
RTL
4247
Red Tortoise LLC
Georgia
$1.86M +$10.8K +25 +0.6%
PSF
4248
Pacific Sun Financial
California
$1.86M +$9.47K +22 +0.5%
CFGA
4249
Cambridge Financial Group (Arizona)
Arizona
$1.85M +$442K +1,026 +31%
KA
4250
Kearns & Associates
California
$1.85M