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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 %
TLFA
4451
True Link Financial Advisors
California
$1.4M +$2.58K +6 +0.2%
EWM
4452
Echo Wealth Management
Minnesota
$1.39M -$45.9K -110 -3%
IWA
4453
IVC Wealth Advisors
Pennsylvania
$1.39M +$71.9K +167 +5%
VCWA
4454
Vanguard Capital Wealth Advisors
Colorado
$1.39M -$2.16M -5,025 -61%
KA
4455
Kooman & Associates
Pennsylvania
$1.39M -$94.7K -220 -6%
CCP
4456
Cassia Capital Partners
North Carolina
$1.39M -$53.4K -124 -4%
MPW
4457
MGO Private Wealth
California
$1.39M -$788K -1,832 -36%
MAM
4458
MMA Asset Management
Pennsylvania
$1.39M +$425K +1,139 +44%
ELM
4459
Elite Life Management
Florida
$1.38M +$25.8K +60 +2%
DWA
4460
Dougherty Wealth Advisers
Minnesota
$1.38M -$32.3K -75 -2%
MBI
4461
May Barnhard Investments
Maryland
$1.38M +$12K +28 +0.9%
CPWM
4462
Cypress Point Wealth Management
Texas
$1.38M +$10.8K +25 +0.8%
OPOWM
4463
One Plus One Wealth Management
Florida
$1.38M -$286K -664 -17%
SWM
4464
Shelton Wealth Management
Texas
$1.38M +$29.3K +68 +2%
LOIP
4465
Live Oak Investment Partners
Texas
$1.38M -$1.41M
TFA
4466
Trinity Financial Advisors
Ohio
$1.38M +$34.6K +101 +3%
W
4467
WorthPointe
California
$1.37M +$128K +298 +10%
BA
4468
Brightwater Advisory
Florida
$1.37M -$12.3M -28,682 -90%
AA
4469
Aufman Associates
Pennsylvania
$1.37M +$342K +795 +33%
FL
4470
FreeGulliver LLC
Louisiana
$1.37M +$454K +1,055 +50%
ACH
4471
ArrowMark Colorado Holdings
Colorado
$1.36M
JCFM
4472
JBR Co Financial Management
Oklahoma
$1.36M +$64.5K +150 +5%
CAM
4473
CPA Asset Management
Florida
$1.36M
WA
4474
WESPAC Advisors
California
$1.36M -$23.2K -54 -2%
Harris Associates
4475
Harris Associates
Illinois
$1.36M +$453K +1,053 +50%