MSFT icon

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 %
PF
4826
Penney Financial
Texas
$730K +$46K +107 +7%
LWMT
4827
Legacy Wealth Management (Tennessee)
Tennessee
$729K +$729K +1,695 New
TSS
4828
Thomas Story & Son
Indiana
$729K +$86K +200 +13%
GWM
4829
Global Wealth Management
New Jersey
$728K +$728K +1,692 New
FFG
4830
Foundry Financial Group
New Hampshire
$728K -$6.46K -15 -0.9%
PCM
4831
Piedmont Capital Management
Montana
$722K -$91.5K -219 -11%
BGAI
4832
Bruce G. Allen Investments
Colorado
$719K +$25K +58 +4%
CC
4833
Capstone Capital
Nevada
$717K +$39.6K +92 +6%
VI
4834
VanderPol Investments
Michigan
$716K +$15.1K +35 +2%
CFP
4835
Cypress Financial Planning
New Jersey
$714K +$8.61K +20 +1%
FEM
4836
Fulcrum Equity Management
Texas
$713K -$334K -776 -32%
TIM
4837
Total Investment Management
Arizona
$712K -$300K -697 -30%
SC
4838
Shay Capital
New York
$712K -$1.57M -3,645 -69%
SG
4839
Sharper & Granite
California
$710K +$114K +266 +19%
WSFG
4840
Wall Street Financial Group
Illinois
$710K +$413K +960 +139%
SWM
4841
Sagace Wealth Management
Florida
$710K +$251K +598 +55%
RL
4842
Retireful LLC
Michigan
$708K -$248K -576 -26%
WAM
4843
Weinberger Asset Management
California
$707K -$28K -65 -4%
AWM
4844
AAF Wealth Management
Massachusetts
$705K -$58.1K -135 -8%
HPA
4845
High Probability Advisors
New York
$705K
ECM
4846
EMC Capital Management
Texas
$702K +$440K +5,931 +168%
ATC
4847
Advantage Trust Company
Kansas
$701K +$43K +100 +7%
TPW
4848
Tiller Private Wealth
Pennsylvania
$699K +$40K +93 +6%
SC
4849
Schoolcraft Capital
Colorado
$698K -$5.59K -13 -0.8%
VWA
4850
Valued Wealth Advisors
Utah
$698K -$28.4K -66 -4%