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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.

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 %
BFP
4951
Beacon Financial Planning
Massachusetts
$524K +$430 +1 +0.1%
WFC
4952
Western Financial Corp
California
$521K -$80.9K -188 -13%
WG
4953
Winton Group
United Kingdom
$516K -$3.48M -8,098 -87%
AFP
4954
Alpha Financial Partners
Kentucky
$513K -$607K -1,410 -54%
EFG
4955
Ehrlich Financial Group
California
$513K -$8.61K -20 -2%
SG
4956
Strid Group
Pennsylvania
$513K
BI
4957
Bramshill Investments
Florida
$512K
HPC
4958
Hobart Private Capital
North Carolina
$510K +$308K +715 +152%
CCM
4959
Cutler Capital Management
Massachusetts
$509K
PGF
4960
Plan Group Financial
Oklahoma
$505K +$174K +405 +53%
LL
4961
LPWM LLC
Minnesota
$502K
BIG
4962
Boothe Investment Group
Delaware
$501K -$86.4K -201 -15%
TVM
4963
True Vision MN
Minnesota
$501K -$73.2K -170 -13%
CAG
4964
Compass Advisory Group
New York
$492K -$95.9K -223 -16%
AFTS
4965
American Financial & Tax Strategies
New York
$490K +$4.3K +10 +0.9%
MC
4966
McCarthy & Cox
Ohio
$484K +$18.1K +42 +4%
MCA
4967
Maryland Capital Advisors
Maryland
$482K +$142K +330 +42%
KP
4968
Kitching Partners
Pennsylvania
$481K +$481K +1,118 New
WI
4969
WJ Interests
Texas
$480K +$50.8K +118 +12%
MF
4970
Magnetar Financial
Illinois
$480K +$197K +458 +70%
FWM
4971
FMA Wealth Management
Massachusetts
$479K -$43K -100 -8%
TWM
4972
Tanglewood Wealth Management
Texas
$479K +$1.72K +4 +0.4%
SHF
4973
Safe Harbor Fiduciary
Florida
$478K +$478K +1,111 New
LAM
4974
Lountzis Asset Management
Pennsylvania
$478K +$3.44K +8 +0.7%
AWA
4975
Adapt Wealth Advisors
Georgia
$474K +$6.45K +15 +1%