MSFT icon

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 %
TLA
4401
Tanglewood Legacy Advisors
Texas
$1.5M +$161K +375 +12%
FFWA
4402
Forthright Family Wealth Advisory
Texas
$1.5M +$12.4K +28 +0.8%
I2I
4403
Insight 2811 Inc
Illinois
$1.5M -$2.15K -5 -0.1%
MWM
4404
Magnolia Wealth Management
Alabama
$1.49M
CastleKeep Investment Advisors
4405
CastleKeep Investment Advisors
Connecticut
$1.49M -$42.2K -98 -3%
CCMI
4406
Creative Capital Management Investments
California
$1.49M -$430 -1 -0%
WFA
4407
Wade Financial Advisory
California
$1.49M
WBWA
4408
William B. Walkup & Associates
South Carolina
$1.48M
RSWA
4409
Robinson Smith Wealth Advisors
Maine
$1.48M -$362K -841 -20%
SCM
4410
Stordahl Capital Management
Colorado
$1.47M
SFP
4411
Sterling Financial Planning
New Jersey
$1.47M +$45.6K +106 +3%
PI
4412
Pachira Investments
California
$1.47M +$131K +305 +10%
FSWA
4413
Financial Synergies Wealth Advisors
Texas
$1.47M +$165K +384 +13%
FWS
4414
FinDec Wealth Services
California
$1.47M +$10.3K +24 +0.7%
TCM
4415
TruNorth Capital Management
Michigan
$1.46M +$173K +402 +13%
DC
4416
Defender Capital
North Carolina
$1.46M +$2.15K +5 +0.1%
AAG
4417
Accordant Advisory Group
Maryland
$1.46M +$99K +230 +7%
DM
4418
Diker Management
New York
$1.46M
PIA
4419
Panoramic Investment Advisors
Colorado
$1.46M +$1.46M +3,388 New
MFA
4420
Morling Financial Advisors
California
$1.46M +$66.3K +154 +5%
IAA
4421
Ironsides Asset Advisors
North Carolina
$1.46M +$275K +639 +23%
FIA
4422
FNY Investment Advisers
New York
$1.46M +$1.36M +3,165 +1,439%
VWWMG
4423
Vermillion & White Wealth Management Group
Pennsylvania
$1.45M -$57.2K -133 -4%
FRM
4424
Fox Run Management
Connecticut
$1.45M +$470K +1,093 +48%
GWAG
4425
Garrett Wealth Advisory Group
Texas
$1.45M +$125K +291 +9%