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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 %
MWM
4501
McNaughton Wealth Management
California
$1.31M +$18.1K +42 +1%
IWP
4502
Innova Wealth Partners
Pennsylvania
$1.31M -$996K -2,314 -43%
ACM
4503
Arlington Capital Management
Illinois
$1.31M -$32.3K -75 -2%
GSEP
4504
Golden State Equity Partners
California
$1.31M -$15M -34,970 -92%
HNWA
4505
Henrickson Nauta Wealth Advisors
Michigan
$1.31M -$4.73K -11 -0.4%
CAP
4506
Columbia Advisory Partners
Washington
$1.31M +$56.8K +132 +5%
LFA
4507
LGT Financial Advisors
Texas
$1.31M -$463K -1,076 -26%
MFC
4508
Morris Financial Concepts
South Carolina
$1.31M +$110K +256 +9%
PGWM
4509
Pitti Group Wealth Management
New York
$1.31M
CA
4510
Claris Advisors
Missouri
$1.31M +$59.8K +139 +5%
MFG
4511
Monumental Financial Group
Maryland
$1.3M -$133K -310 -9%
TWM
4512
Trinity Wealth Management
Pennsylvania
$1.3M -$3.87K -9 -0.3%
DIA
4513
Dean Investment Associates
Ohio
$1.3M -$57.2K -133 -4%
BIA
4514
BHK Investment Advisors
Alabama
$1.3M -$151K -351 -10%
SIMG
4515
Stephens Investment Management Group
Texas
$1.29M
GC
4516
Gruss & Co
Florida
$1.29M -$430K -1,000 -25%
DLP
4517
De Lisle Partners
United Kingdom
$1.29M +$1.29M +3,000 New
GWSA
4518
Global Wealth Strategies & Associates
Colorado
$1.29M +$10.8K +25 +0.8%
MA
4519
MAS Advisors
Florida
$1.29M -$7.32K -17 -0.6%
AWM
4520
Act Wealth Management
Texas
$1.29M -$270K -627 -17%
GF
4521
Gimbal Financial
Indiana
$1.28M -$43.8K -103 -3%
RCM
4522
Ridgepath Capital Management
Tennessee
$1.28M +$6.89K +16 +0.5%
EP
4523
EPIQ Partners
Minnesota
$1.28M -$66.7K -155 -5%
CKAIS
4524
Christensen King & Associates Investment Services
Washington
$1.27M -$95.9K -223 -7%
WFS
4525
WealthGarden F.S.
California
$1.27M