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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 %
SWA
4476
Sightline Wealth Advisors
Connecticut
$1.36M +$430 +1 +0%
SIA
4477
Sage Investment Advisers
New York
$1.36M -$60.2K -140 -4%
SC
4478
Soundwatch Capital
Connecticut
$1.36M +$1.36M +3,152 New
SHFP
4479
Second Half Financial Partners
Florida
$1.35M +$1.35M +3,144 New
PFM
4480
Peak Financial Management
Massachusetts
$1.35M -$18.5K -43 -1%
WCP
4481
Welch Capital Partners
New York
$1.35M
RI
4482
Ridgewood Investments
New Jersey
$1.35M -$480K -1,116 -26%
PIS
4483
POM Investment Strategies
North Carolina
$1.35M +$6.46K +15 +0.5%
LFS
4484
Lutz Financial Services
Nebraska
$1.34M +$13.3K +31 +1%
FGG
4485
Financial Guidance Group
Florida
$1.34M
LRIC
4486
Long Road Investment Counsel
Michigan
$1.34M
SCP
4487
Stevens Capital Partners
Nebraska
$1.34M +$115K +268 +9%
TWP
4488
Tower Wealth Partners
Pennsylvania
$1.34M +$44.8K +104 +3%
CIG
4489
Cairn Investment Group
Washington
$1.33M -$37.4K -87 -3%
BF
4490
Brogan Financial
Tennessee
$1.33M +$3.01K +7 +0.2%
LIA
4491
LifePlan Investment Advisors
North Carolina
$1.33M +$22.4K +52 +2%
PCM
4492
Presidio Capital Management
California
$1.33M +$125K +290 +10%
GC
4493
Gibson Capital
Pennsylvania
$1.33M
SIC
4494
Schwartz Investment Counsel
Michigan
$1.32M -$43K -100 -3%
AWM
4495
Aspire Wealth Management
Massachusetts
$1.32M +$861 +2 +0.1%
VFP
4496
Verus Financial Partners
Virginia
$1.32M +$19.3K +46 +1%
RWRC
4497
R.W. Roge & Company
New York
$1.32M -$83.9K -195 -6%
UPS
4498
UHLMANN PRICE SECURITIES
Illinois
$1.32M +$1.32M +3,068 New
WA
4499
Westfuller Advisors
New York
$1.32M +$1.32M +3,067 New
SFC
4500
Sprinkle Financial Consultants
Colorado
$1.32M -$22.8K -53 -2%