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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 %
ODFS
4551
O'Donnell Financial Services
California
$1.2M +$109K +253 +10%
LGW
4552
Leslie Global Wealth
Illinois
$1.2M +$145K +338 +14%
LIM
4553
Letson Investment Management
Georgia
$1.19M
WF
4554
Warner Financial
Maryland
$1.19M
LAS
4555
Lloyd Advisory Services
Georgia
$1.19M +$47.8K +111 +4%
HFF
4556
Halter Ferguson Financial
Indiana
$1.19M +$198K +461 +20%
IA
4557
Inspire Advisors
Idaho
$1.19M +$65.8K +153 +6%
BF
4558
Blankinship & Foster
California
$1.18M +$430K +1,000 +57%
LWA
4559
Lowe Wealth Advisors
Maryland
$1.18M +$25K +58 +2%
QWM
4560
Quaker Wealth Management
New Jersey
$1.18M +$1.18M +2,743 New
PM
4561
Parametrica Management
Hong Kong
$1.18M -$4.66M -10,819 -80%
PD
4562
Planning Directions
Pennsylvania
$1.17M -$242K -562 -17%
HMS
4563
Hanseatic Management Services
New Mexico
$1.17M +$52.1K +121 +5%
HHRDM
4564
H&H Retirement Design & Management
Nevada
$1.17M -$31.4K -75 -3%
TFA
4565
Tranquilli Financial Advisor
New Jersey
$1.17M +$5.16K +12 +0.4%
C1AG
4566
Client 1st Advisory Group
Florida
$1.17M +$116K +270 +11%
KFSC
4567
Keystone Financial Services (Colorado)
Colorado
$1.17M +$120K +278 +11%
BDWCC
4568
B&D White Capital Company
Texas
$1.16M +$1.16M +2,706 New
JWS
4569
Juncture Wealth Strategies
Arizona
$1.16M +$157K +364 +16%
MW
4570
Marks Wealth
Maryland
$1.16M
RMF
4571
Red Mountain Financial
Colorado
$1.16M -$25.8K -60 -2%
RF
4572
RHS Financial
California
$1.16M +$1.16M +2,688 New
OAM
4573
Oberweis Asset Management
Illinois
$1.16M -$17.2K -40 -1%
LFA
4574
Lauterbach Financial Advisors
Texas
$1.15M -$148K -343 -11%
SRCM
4575
Signature Resources Capital Management
California
$1.15M -$52.9K -123 -4%