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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 %
DAL
4851
Delta Accumulation LLC
California
$697K +$861 +2 +0.1%
SLT
4852
St Louis Trust
Missouri
$690K -$188K -437 -21%
SBF
4853
Sara-Bay Financial
Florida
$689K +$430 +1 +0.1%
LWM
4854
Luminvest Wealth Management
Arizona
$689K +$46K +107 +7%
DMKJ
4855
David M. Knott Jr
$688K
HSWS
4856
Higgins & Schmidt Wealth Strategies
Colorado
$687K -$18.1K -42 -3%
CSIA
4857
Carl Stuart Investment Advisor
Texas
$687K
TPW
4858
TL Private Wealth
Texas
$685K +$41K +100 +6%
BAWM
4859
Bennett Associates Wealth Management
Pennsylvania
$682K -$19.8K -46 -3%
CWM
4860
Core Wealth Management
Florida
$681K
RJTCONH
4861
Raymond James Trust Company of New Hampshire
New Hampshire
$676K +$19.8K +46 +3%
SCM
4862
Sollinda Capital Management
Florida
$674K +$89.9K +209 +15%
LW
4863
Lauer Wealth
Indiana
$671K +$426K +1,004 +174%
CA
4864
Corrado Advisors
New Jersey
$665K +$861 +2 +0.1%
SCA
4865
Sippican Capital Advisors
Massachusetts
$662K
TF
4866
Threadgill Financial
Texas
$661K +$148K +345 +29%
ASFA
4867
All Season Financial Advisors
Colorado
$658K -$49K -114 -7%
NPI
4868
New Perspectives Inc
Mississippi
$653K +$302K +701 +86%
CI
4869
Cordant Inc
Oregon
$652K +$52.9K +123 +9%
BSWM
4870
Boston Standard Wealth Management
Massachusetts
$652K +$61.9K +144 +10%
SWP
4871
Significant Wealth Partners
Illinois
$649K +$31.4K +73 +5%
PFG
4872
Peterson Financial Group
Iowa
$646K -$1.72K -4 -0.3%
NI
4873
NFC Investments
Tennessee
$645K -$10.8K -25 -2%
SHIM
4874
Stone House Investment Management
Pennsylvania
$643K +$5.17K +12 +0.8%
EC
4875
EntryPoint Capital
New York
$642K +$642K +1,492 New