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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 Market Value Shares Shares
Change
Shares
Change %
RPSA
4976
Richard P. Slaughter Associates
Texas
$474K 1,102 -87 -7%
JPG
4977
Jordan Park Group
California
$473K 1,100 +1,100 New
RFP
4978
Roth Financial Partners
Texas
$471K 1,094
IAMH
4979
IvyRock Asset Management (HK)
Hong Kong
$469K 1,090
HWM
4980
HRC Wealth Management
Idaho
$467K 1,085 +136 +14%
RWA
4981
Redmont Wealth Advisors
Illinois
$466K 1,083 -400 -27%
LIS
4982
Legacy Investment Solutions
Idaho
$466K 1,095 +1,095 New
LWMI
4983
Legacy Wealth Management (Idaho)
Idaho
$466K 1,095 +1,095 New
TFP
4984
Traction Financial Partners
Wyoming
$466K 1,082 -2 -0.2%
SFO
4985
Standard Family Office
South Dakota
$465K 1,081
FF
4986
Farnam Financial
Arizona
$464K 1,077 +1,077 New
MFG
4987
Marmo Financial Group
Tennessee
$462K 1,073
FPCG
4988
Forum Private Client Group
Indiana
$457K 1,062 +1 +0.1%
RVM
4989
Robinson Value Management
Texas
$454K 1,054
LWM
4990
Latko Wealth Management
Illinois
$453K 1,053 +1,053 New
CAM
4991
Clarity Asset Management
Iowa
$453K 1,052 +96 +10%
G
4992
Gainplan
Michigan
$449K 1,004 +4 +0.4%
BRIA
4993
Balanced Rock Investment Advisors
Massachusetts
$448K 1,040 -20 -2%
SJGA
4994
Stephen J. Garry & Associates
New York
$446K 1,037
EAM
4995
Exane Asset Management
France
$443K 1,029 -441 -30%
RFS
4996
Retirement Financial Solutions
Tennessee
$442K 1,026 -27 -3%
BWM
4997
Benchmark Wealth Management
Connecticut
$441K 1,024 -100 -9%
VF
4998
Vista Finance
Missouri
$440K 1,022 +2 +0.2%
WS
4999
Wela Strategies
Georgia
$439K 1,021
SA
5000
Sunesis Advisors
Kansas
$438K 1,017