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Microsoft

5,239 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, 2,457 increasing their positions, 2,217 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,239
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.78%
Holding in Top 10
2,832
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.47%
% of All Funds
40.97%
New
187
Increased
2,457
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 %
OAM
4801
Oxford Asset Management
United Kingdom
$776K +$776K +1,803 New
VCMGDR
4802
Vinland Capital Management Gestora de Recursos
Brazil
$775K +$215K +500 +38%
CMF
4803
Counterpoint Mutual Funds
California
$775K +$775K +1,800 New
RFG
4804
REAP Financial Group
Texas
$770K +$188K +436 +32%
EPP
4805
ETF Portfolio Partners
Kansas
$770K
SWM
4806
Shakespeare Wealth Management
Wisconsin
$768K +$19.8K +46 +3%
CF
4807
Cyr Financial
Illinois
$768K +$42.6K +99 +6%
CFGF
4808
Compass Financial Group (Florida)
Florida
$768K
MGWA
4809
Monument Group Wealth Advisors
Massachusetts
$767K -$28.4K -66 -4%
FI
4810
FIDELIS iM
Oregon
$766K +$44.3K +103 +6%
BI
4811
Beckerman Institutional
New Jersey
$765K +$765K +1,777 New
PJWM
4812
Philip James Wealth Mangement
Georgia
$756K +$216K +502 +40%
AFA
4813
Atlas Financial Advisors
California
$749K +$15.5K +36 +2%
CPA
4814
Clear Point Advisors
New York
$744K +$3.01K +7 +0.4%
KA
4815
Kure Advisory
Minnesota
$744K +$15.5K +36 +2%
CCP
4816
Carmel Capital Partners
California
$741K +$430 +1 +0.1%
DWMS
4817
Dominguez Wealth Management Solutions
Virginia
$740K
SVWG
4818
Shared Vision Wealth Group
United States
$739K -$9.9K -23 -1%
GCWM
4819
Graham Capital Wealth Management
District of Columbia
$736K
GFWA
4820
Grey Fox Wealth Advisors
Delaware
$735K +$15.1K +35 +2%
PP
4821
PFS Partners
New Jersey
$735K +$430 +1 +0.1%
DFA
4822
DHJJ Financial Advisors
Illinois
$734K -$13.8K -32 -2%
KIM
4823
Karpus Investment Management
New York
$732K
EW
4824
Enzi Wealth
Texas
$731K -$25.6K -61 -3%
AFG
4825
Arkansas Financial Group
Arkansas
$731K