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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 %
GOCP
4701
Great Oak Capital Partners
Massachusetts
$949K +$1.25K +3 +0.1%
GWM
4702
GoalFusion Wealth Management
Texas
$948K +$38.7K +90 +4%
TA
4703
TKG Advisors
Indiana
$947K -$13.8K -32 -1%
MSF
4704
Mustard Seed Financial
Arkansas
$947K +$137K +319 +17%
AI
4705
Auour Investments
Massachusetts
$945K -$6.48K -15 -0.7%
FL
4706
Fort LP
Maryland
$942K -$61.1K -142 -6%
TC
4707
TAP Consulting
Missouri
$941K -$22.8K -53 -2%
SS
4708
Sound Stewardship
Kansas
$940K -$32.3K -75 -3%
FWM
4709
ForthRight Wealth Management
Georgia
$937K +$21.1K +49 +2%
TDC
4710
Thompson Davis & Co
Virginia
$937K +$337K +783 +56%
GCL
4711
Gouws Capital LLC
North Carolina
$935K -$2.15K -5 -0.2%
SP
4712
SWS Partners
Ohio
$935K +$3.44K +8 +0.4%
HFW
4713
Horizon Family Wealth
Illinois
$935K -$861 -2 -0.1%
KCM
4714
Kendall Capital Management
Maryland
$931K -$2.15K -5 -0.2%
MIAS
4715
Mason Investment Advisory Services
Virginia
$931K -$45.2K -105 -5%
TFG
4716
Tilson Financial Group
New Jersey
$930K +$930K +2,162 New
JC
4717
Jentner Corp
Ohio
$930K +$5.6K +13 +0.6%
EFN
4718
Equita Financial Network
Pennsylvania
$929K +$312K +724 +50%
VPWA
4719
Vestia Personal Wealth Advisors
Indiana
$928K +$49.9K +116 +6%
MWM
4720
Melfa Wealth Management
Massachusetts
$927K -$10.8K -25 -1%
BC
4721
BIT Capital
Germany
$920K -$17M -39,518 -95%
PIC
4722
Portland Investment Counsel
Ontario, Canada
$920K
WC
4723
Weil Company
California
$919K +$11.2K +26 +1%
BWG
4724
Balanced Wealth Group
Ohio
$919K +$430 +1 +0%
RDIA
4725
RE Dickinson Investment Advisors
Iowa
$916K