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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 %
CCM
4626
Carmel Capital Management
California
$1.09M
NFP
4627
Narus Financial Partners
Utah
$1.09M -$27.1K -63 -2%
IDBONY
4628
Israel Discount Bank of New York
New York
$1.09M +$42.6K +99 +4%
SM
4629
Sensible Money
Arizona
$1.09M +$4.73K +11 +0.4%
AFS
4630
Axiom Financial Strategies
Indiana
$1.09M +$826K +1,919 +318%
AWM
4631
Avaii Wealth Management
Wisconsin
$1.08M -$255K -593 -19%
DCBT
4632
Dakota Community Bank & Trust
North Dakota
$1.08M -$14.2K -33 -1%
AWM
4633
Austin Wealth Management
Texas
$1.08M +$51.7K +124 +5%
FP
4634
Foundry Partners
Minnesota
$1.08M -$68.8K -160 -6%
MWP
4635
Meredith Wealth Planning
Illinois
$1.08M -$68.4K -159 -6%
IPW
4636
Intergy Private Wealth
Colorado
$1.07M +$66.3K +154 +7%
OFS
4637
Oldfather Financial Services
Nebraska
$1.07M +$6.03K +14 +0.6%
CFG
4638
CMC Financial Group
Georgia
$1.07M -$281K -654 -21%
ICA
4639
Infrastructure Capital Advisors
New York
$1.07M +$1.07M +2,477 New
BMD
4640
Better Money Decisions
New Mexico
$1.07M -$9.47K -22 -0.9%
OS
4641
Objectivity Squared
South Carolina
$1.06M +$9.42K +23 +0.9%
VCM
4642
Verde Capital Management
Michigan
$1.06M +$657K +1,527 +163%
ATI
4643
ARK & TLK Investments
Oklahoma
$1.06M
CPCM
4644
Cardinal Point Capital Management
Ontario, Canada
$1.06M +$466K +1,084 +79%
PWM
4645
Penobscot Wealth Management
Maine
$1.06M -$53.3K -124 -5%
NQWM
4646
Northwest Quadrant Wealth Management
Oregon
$1.05M +$1.29K +3 +0.1%
CCA
4647
Covey Capital Advisors
Georgia
$1.05M
CIA
4648
Caerus Investment Advisors
Texas
$1.05M +$10.3K +24 +1%
SHF
4649
Stage Harbor Financial
Massachusetts
$1.05M +$13.3K +32 +1%
IPWA
4650
International Private Wealth Advisors
California
$1.05M -$102K -238 -9%