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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 %
2L
4651
25 LLC
Missouri
$1.05M +$80K +186 +8%
JWM
4652
JFG Wealth Management
Colorado
$1.05M +$447K +1,039 +74%
SSWG
4653
Seven Springs Wealth Group
Tennessee
$1.05M
AI
4654
Axecap Investments
Ohio
$1.04M +$1.04M +2,428 New
KNFPWM
4655
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.04M +$3.44K +8 +0.3%
SFS
4656
Sharp Financial Services
Pennsylvania
$1.04M +$17.2K +40 +2%
FA
4657
Fortis Advisors
Pennsylvania
$1.04M +$28.8K +67 +3%
AA
4658
AlphaQ Advisors
Florida
$1.03M -$8.61K -20 -0.8%
CPCP
4659
Cedar Point Capital Partners
Iowa
$1.02M +$861 +2 +0.1%
MC
4660
McMorgan & Co
California
$1.02M
GF
4661
GGM Financials
Ohio
$1.02M +$3.44K +8 +0.3%
MM
4662
Meridian Management
Arkansas
$1.02M +$70.1K +163 +7%
LFA
4663
Level Financial Advisors
New York
$1.01M -$153K -355 -13%
TWG
4664
The Wealth Group
Minnesota
$1.01M -$57.2K -133 -5%
AGA
4665
Arkos Global Advisors
Texas
$1.01M -$105K -243 -9%
MBFW
4666
Morton Brown Family Wealth
Pennsylvania
$1.01M +$172K +400 +21%
BWA
4667
BlueSky Wealth Advisors
North Carolina
$1M -$4.73K -11 -0.5%
BA
4668
Ballew Advisors
Mississippi
$1M +$8.35K +20 +0.8%
CWR
4669
Chico Wealth RIA
California
$1M +$111K +258 +12%
PIFP
4670
Partners in Financial Planning
Virginia
$1M +$125K +291 +14%
KV
4671
Kickstand Ventures
New York
$997K
TWA
4672
Trellis Wealth Advisors
California
$996K
WAG
4673
Wheelhouse Advisory Group
Missouri
$995K -$29.7K -69 -3%
CJ
4674
Caitlin John
Michigan
$995K -$889K -2,091 -47%
DI
4675
DDFG Inc
California
$991K -$343K -796 -26%