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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 %
BWL
4901
Beacon Wealthcare LLC
North Carolina
$590K +$63.7K +148 +12%
LWIC
4902
Leith Wheeler Investment Counsel
British Columbia, Canada
$589K +$186K +432 +46%
WIC
4903
Whitegate Investment Counselors
New Hampshire
$587K +$1.29K +3 +0.2%
OKSA
4904
O'Keefe Stevens Advisory
New York
$586K +$31K +72 +6%
MSA
4905
Marathon Strategic Advisors
Pennsylvania
$584K +$72.7K +169 +14%
GWM
4906
Grand Wealth Management
Michigan
$583K -$31.4K -73 -5%
BP
4907
BCK Partners
New York
$582K +$10.3K +24 +2%
LWA
4908
Ledgewood Wealth Advisors
New Hampshire
$580K +$580K +1,349 New
GG
4909
GenWealth Group
New Jersey
$580K +$23.2K +54 +4%
LFWA
4910
LBJ Family Wealth Advisors
Texas
$580K +$431 +1 +0.1%
MTIM
4911
Marathon Trading Investment Management
Pennsylvania
$579K +$47.3K +110 +9%
SC
4912
Saybrook Capital
North Carolina
$578K +$75.3K +175 +15%
MFGP
4913
Marshall Financial Group (Pennsylvania)
Pennsylvania
$577K -$108K -250 -16%
VFG
4914
Valley Financial Group
Pennsylvania
$574K -$32.3K -75 -5%
JCIA
4915
Jackson Creek Investment Advisors
Colorado
$571K -$2.35M -5,462 -80%
BA
4916
BCM Advisors
Louisiana
$570K -$34.3K -84 -6%
T
4917
TrueFG
Texas
$569K +$34.9K +81 +7%
RFG
4918
Range Financial Group
Oregon
$568K -$914K -2,123 -62%
VL
4919
Vima LLC
Michigan
$568K -$42.6K -99 -7%
SC
4920
Steph & Co
Wisconsin
$565K +$62.4K +145 +12%
EPWM
4921
Essex Private Wealth Management
Massachusetts
$565K +$21.9K +51 +4%
BBWP
4922
Beacon Bridge Wealth Partners
Pennsylvania
$563K +$430 +1 +0.1%
CWM
4923
Capital Wealth Management
Rhode Island
$561K -$117K -272 -17%
TC
4924
TAGStone Capital
North Carolina
$561K +$32.7K +76 +6%
NWA
4925
Navis Wealth Advisors
New York
$560K +$1.72K +4 +0.3%