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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 %
DWM
4676
Dopkins Wealth Management
New York
$990K -$161K -374 -14%
RFO
4677
RiverGlades Family Offices
Florida
$990K
BTIM
4678
BancFirst Trust & Investment Management
Oklahoma
$988K -$21.4K -50 -2%
MA
4679
Mosaic Advisors
Texas
$986K
AFO
4680
Allie Family Office
Florida
$985K +$140K +325 +17%
T
4681
TNF
Montana
$983K +$425 +1 +0%
AWM
4682
Allen Wealth Management
North Carolina
$983K +$12.9K +30 +1%
WFL
4683
Wealth Forward LLC
North Dakota
$973K +$17.2K +40 +2%
ECU
4684
Eisler Capital (UK)
United Kingdom
$969K +$969K +2,253 New
WFP
4685
Wrenne Financial Planning
Kentucky
$969K
AL
4686
Arnhold LLC
New York
$968K
TCM
4687
Tang Capital Management
California
$968K +$618K +1,436 +176%
BMC
4688
Bear Mountain Capital
Washington
$968K
CWM
4689
Chicago Wealth Management
Illinois
$967K -$10.3K -24 -1%
AWA
4690
Arbor Wealth Advisors
Michigan
$964K
ODA
4691
One Degree Advisors
California
$962K
MWA
4692
Merkkuri Wealth Advisors
New York
$961K +$116K +270 +14%
CCA
4693
Conservest Capital Advisors
Pennsylvania
$959K
FIC
4694
Family Investment Center
Missouri
$957K +$177K +412 +23%
AFS
4695
Annapolis Financial Services
Maryland
$957K +$11.6K +27 +1%
OCFG
4696
O'Connor Financial Group
Illinois
$954K -$3.44K -8 -0.4%
XWM
4697
Xcel Wealth Management
Florida
$953K +$150K +348 +19%
HIA
4698
HTG Investment Advisors
Connecticut
$951K -$1.72K -4 -0.2%
HCM
4699
Horrell Capital Management
Arkansas
$951K
SW
4700
Signify Wealth
Missouri
$951K -$42.2K -98 -4%