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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 %
CFS
4726
Cannon Financial Strategists
Georgia
$914K -$5.16K -12 -0.6%
ETS
4727
ESL Trust Services
New York
$913K -$45.2K -105 -5%
VARA
4728
Value Aligned Research Advisors
New Jersey
$911K +$502K +1,090 +122%
MWA
4729
Martel Wealth Advisors
Washington
$910K -$47.4K -114 -5%
MI
4730
Motiv8 Investments
Florida
$907K +$65.4K +152 +8%
AWM
4731
Able Wealth Management
New Jersey
$907K -$8.61K -20 -0.9%
FS
4732
Financial Symmetry
North Carolina
$906K +$79.2K +184 +10%
DC
4733
Darrow Company
Massachusetts
$902K
CFS
4734
CGC Financial Services
Oregon
$898K -$136K -317 -13%
MAP
4735
Moody Aldrich Partners
Massachusetts
$898K -$387K -900 -30%
TWM
4736
TSA Wealth Management
Texas
$897K +$104K +242 +13%
AWM
4737
Altus Wealth Management
Kentucky
$896K -$160K -371 -15%
VEA
4738
Virtus ETF Advisers
New York
$896K -$6.89K -16 -0.8%
T
4739
Tidemark
California
$895K +$41.7K +97 +5%
SFMG
4740
Sage Financial Management Group
Virginia
$891K +$891K +2,071 New
MCM
4741
MontVue Capital Management
Virginia
$891K -$26.2K -61 -3%
ACM
4742
Ardent Capital Management
Ohio
$889K -$2.58K -6 -0.3%
BFA
4743
Bluestem Financial Advisors
Illinois
$889K +$373K +868 +72%
BP
4744
BWM Planning
Texas
$888K +$888K +2,064 New
GCM
4745
Galibier Capital Management
Ontario, Canada
$886K
WWP
4746
Waypoint Wealth Partners
California
$884K -$157K -366 -15%
BCM
4747
Basso Capital Management
Connecticut
$883K -$189K -439 -18%
BHWA
4748
Beacon Harbor Wealth Advisors
Virginia
$883K +$82.6K +192 +10%
HCRE
4749
Hoya Capital Real Estate
Connecticut
$880K
KHC
4750
Koesten Hirschmann & Crabtree
Kansas
$877K -$83.9K -195 -9%