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Microsoft

5,238 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, 2,216 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,238
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.78%
Holding in Top 10
2,831
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.48%
% of All Funds
40.96%
New
187
Increased
2,457
Reduced
2,216
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 %
FCG
4876
Financial Connections Group
California
$641K -$45.6K -106 -7%
NECFA
4877
New England Capital Financial Advisors
Connecticut
$640K -$11.2K -26 -2%
CIAS
4878
CBIZ Investment Advisory Services
Ohio
$638K -$905K -2,103 -59%
SC
4879
Schiavi & Co
Delaware
$637K +$861 +2 +0.1%
WFPG
4880
Waller Financial Planning Group
Ohio
$635K +$66.7K +155 +12%
EFP
4881
EnRich Financial Partners
Wisconsin
$635K
DWS
4882
Dynamic Wealth Strategies
California
$629K -$41.3K -96 -6%
DWM
4883
Denver Wealth Management
Colorado
$629K +$8.17K +19 +1%
VFG
4884
V2 Financial group
Illinois
$628K
DLHL
4885
Donald L. Hagan LLC
Florida
$626K -$6.45K -15 -1%
FAM
4886
Fenimore Asset Management
New York
$625K +$40.4K +94 +7%
FEG
4887
Financial Enhancement Group
Indiana
$625K -$235K -755 -27%
I
4888
InceptionR
California
$624K +$624K +1,449 New
SC
4889
Schubert & Co
Texas
$616K +$98.1K +228 +19%
RFA
4890
RTD Financial Advisors
Pennsylvania
$615K +$26.7K +62 +5%
VFIC
4891
Valley Forge Investment Consultants
Pennsylvania
$614K +$40.9K +95 +7%
OA
4892
Oceanside Advisors
South Carolina
$613K
FF
4893
Financial Futures
New Jersey
$606K -$4.3K -10 -0.7%
KTA
4894
Keeley-Teton Advisors
Illinois
$606K -$430 -1 -0.1%
SIA
4895
Spectrum Investment Advisors
Wisconsin
$603K +$430 +1 +0.1%
PVAMC
4896
PPS&V Asset Management Consultants
Michigan
$600K +$430 +1 +0.1%
CMP
4897
Courage Miller Partners
Virginia
$600K +$430 +1 +0.1%
DP
4898
Divergent Planning
Maryland
$596K +$286K +687 +92%
AAG
4899
Avalon Advisory Group
Pennsylvania
$594K
DI
4900
Disciplined Investments
Oklahoma
$593K +$6.45K +15 +1%