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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 %
GPW
4526
Gray Private Wealth
Massachusetts
$1.27M -$27.5K -64 -2%
TWA
4527
Tandem Wealth Advisors
Arizona
$1.27M +$95.5K +222 +8%
PSA
4528
Plum Street Advisors
Louisiana
$1.27M +$636K +1,477 +100%
SMAM
4529
Sugar Maple Asset Management
Wisconsin
$1.26M -$174K -404 -12%
SL
4530
SWMG LLC
Texas
$1.26M +$1.04M +2,444 +476%
BC
4531
Brio Consultants
California
$1.26M +$200K +464 +19%
CIS
4532
Continental Investors Services
Washington
$1.25M +$27.3K +65 +2%
HA
4533
HFG Advisors
Ohio
$1.25M
WAM
4534
Winslow Asset Management
Ohio
$1.25M -$38.7K -90 -3%
SPA
4535
Sherbrooke Park Advisers
New York
$1.25M +$1.25M +2,907 New
CFC
4536
Coyle Financial Counsel
Illinois
$1.25M +$196K +439 +19%
FCC
4537
Flower City Capital
New York
$1.25M -$10.8K -25 -0.9%
BCM
4538
Birmingham Capital Management
Alabama
$1.24M -$40.9K -95 -3%
WCP
4539
Wick Capital Partners
Pennsylvania
$1.24M -$71.4K -166 -5%
BWM
4540
Brown Wealth Management
Illinois
$1.24M +$52.1K +121 +4%
YWM
4541
Yoder Wealth Management
California
$1.23M +$130K +302 +12%
KIA
4542
Kraematon Investment Advisors
Massachusetts
$1.23M +$160K +371 +15%
OCG
4543
Opus Capital Group
Ohio
$1.23M +$52.1K +121 +4%
SWAG
4544
Spectrum Wealth Advisory Group
California
$1.22M -$4.3K -10 -0.4%
GCM
4545
Gallacher Capital Management
Colorado
$1.22M -$171K -398 -12%
KLI
4546
Kelman-Lazarov Inc
Tennessee
$1.22M +$12.9K +30 +1%
B
4547
BetterWealth
California
$1.22M -$978K -2,274 -44%
PSB
4548
Passumpsic Savings Bank
Vermont
$1.22M +$497K +1,156 +69%
AWA
4549
Alaska Wealth Advisors
Alaska
$1.21M -$144K -334 -11%
MS
4550
Mizuho Securities
Japan
$1.2M +$108K +250 +10%