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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 %
IDA
4351
Intelligence Driven Advisers
California
$1.6M +$101K +234 +7%
FS
4352
Ferguson Shapiro
Georgia
$1.6M -$510K -1,186 -24%
SFP
4353
Strategic Financial Partners
Oregon
$1.6M +$41.3K +96 +3%
YCG
4354
Yeomans Consulting Group
Georgia
$1.6M -$3.87K -9 -0.2%
R
4355
Rebalance
California
$1.59M +$109K +253 +7%
EA
4356
Eclectic Associates
California
$1.59M -$268K -623 -14%
SWM
4357
SilverOak Wealth Management
Minnesota
$1.59M
SFM
4358
Systematic Financial Management
New Jersey
$1.59M
AC
4359
AWM Capital
Arizona
$1.58M +$73.1K +170 +5%
BRA
4360
Biechele Royce Advisors
Indiana
$1.58M -$49.9K -116 -3%
MAM
4361
Marquette Asset Management
Minnesota
$1.58M +$239K +555 +18%
MSWM
4362
Mowery & Schoenfeld Wealth Management
Illinois
$1.58M +$181K +420 +13%
SHWM
4363
Smith & Howard Wealth Management
Georgia
$1.57M -$27.5K -64 -2%
TF
4364
Tenon Financial
New Jersey
$1.57M -$6.02K -14 -0.4%
W
4365
WPWealth
Texas
$1.57M +$86.1K +200 +6%
SC
4366
Saiph Capital
New Jersey
$1.57M +$8.18K +19 +0.5%
IFU
4367
iSAM Funds (UK)
United Kingdom
$1.56M +$1.56M +3,635 New
MSWMA
4368
Market Street Wealth Management Advisors
Indiana
$1.56M +$121K +282 +8%
MI
4369
Moneywise Inc
Virginia
$1.56M +$1.56M +3,622 New
HFS
4370
Hoge Financial Services
Pennsylvania
$1.56M +$131K +304 +9%
AWM
4371
Alterna Wealth Management
Texas
$1.56M -$392K -911 -20%
CIC
4372
Cornercap Investment Counsel
Georgia
$1.55M -$3.57M -8,298 -70%
HAS
4373
Holland Advisory Services
Florida
$1.55M +$430 +1 +0%
SCI
4374
Silver Coast Investments
United States
$1.55M -$430 -1 -0%
FWMM
4375
Foundation Wealth Management (Missouri)
Missouri
$1.55M -$57.2K -133 -4%