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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 %
RBCM
4926
Raub Brock Capital Management
California
$560K
ASGS
4927
Alpha Square Group S
New York
$559K +$43K +100 +8%
HWMT
4928
Heritage Wealth Management (Texas)
Texas
$558K
ACM
4929
Anfield Capital Management
California
$555K +$9.04K +21 +2%
PA
4930
Prism Advisors
California
$554K
FCT
4931
Family Capital Trust
Massachusetts
$552K
BOC
4932
Bull Oak Capital
California
$549K +$101K +234 +22%
LIM
4933
Lagoda Investment Management
New York
$549K -$21.5K -50 -4%
OBWP
4934
O'Brien Wealth Partners
Massachusetts
$547K -$34.4K -80 -6%
KIC
4935
Keating Investment Counselors
Florida
$544K
GWAM
4936
Guardian Wealth Advisors (Minnesota)
Minnesota
$543K -$10.8K -25 -2%
AC
4937
Applied Capital
Arkansas
$542K -$16.4K -38 -3%
LAM
4938
Lifestyle Asset Management
Texas
$541K +$44.3K +103 +9%
BC
4939
Barnett & Company
Tennessee
$540K
JSA
4940
Jim Saulnier & Associates
Colorado
$538K +$538K +1,250 New
DA
4941
DSC Advisors
Illinois
$537K +$34.9K +81 +7%
KAM
4942
Kraft Asset Management
Tennessee
$537K +$47.3K +110 +10%
MAM
4943
McCarthy Asset Management
California
$535K -$172K -400 -24%
LTL
4944
Lowery Thomas LLC
California
$534K +$860 +2 +0.2%
KFG
4945
Kingdom Financial Group
Arizona
$534K -$124K -287 -19%
TAM
4946
TCP Asset Management
Ohio
$534K +$125K +291 +31%
LWMNY
4947
Landmark Wealth Management (New York)
New York
$531K +$531K +1,235 New
GWM
4948
Guardian Wealth Management
Illinois
$530K
AIS
4949
American Investment Services
Massachusetts
$528K +$73.2K +170 +16%
FOFP
4950
Fee-Only Financial Planning
South Carolina
$528K