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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 %
MWA
5101
Mills Wealth Advisors
Texas
$320K 743
SFPM
5102
Sensible Financial Planning & Management
Massachusetts
$319K 741 +741 New
LA
5103
LPF Advisors
Florida
$317K 736 +160 +28%
MFS
5104
McNamara Financial Services
Massachusetts
$316K 734 +175 +31%
OAP
5105
One Advisory Partners
Kansas
$316K 734 +206 +39%
EFMH
5106
E Fund Management (HK)
Hong Kong
$315K 733 +155 +27%
PFA
5107
Pinnacle Family Advisors
Missouri
$315K 731 +115 +19%
RHJA
5108
Rice Hall James & Associates
California
$313K 728 -15 -2%
HWA
5109
Hillcrest Wealth Advisors
New Jersey
$313K 728
ICM
5110
Innovator Capital Management
Illinois
$311K 722 +722 New
AWA
5111
Aquire Wealth Advisors
Utah
$308K 716 +24 +3%
SFA
5112
Spectrum Financial Alliance
Kentucky
$306K 710 +125 +21%
IHWM
5113
Iron Horse Wealth Management
Iowa
$304K 706 +101 +17%
AAS
5114
Asset Allocation Strategies
Michigan
$303K 705 +82 +13%
EWA
5115
Elevate Wealth Advisory
Georgia
$303K 705 -1 -0.1%
KPPF
5116
Klein Pavlis & Peasley Financial
California
$302K 702 -138 -16%
SPWM
5117
Straight Path Wealth Management
Michigan
$301K 700 +124 +22%
OC
5118
Optimas Capital
Hong Kong
$301K 700 -3,288 -82%
DB
5119
Dravo Bay
Delaware
$301K 700 -264 -27%
FA
5120
Financial Alternatives
California
$300K 696 +17 +3%
PWAC
5121
Private Wealth Advisors (California)
California
$295K 701 +103 +17%
KSWA
5122
Kathleen S. Wright Associates
Pennsylvania
$294K 691 +136 +25%
SWM
5123
Stapp Wealth Management
Washington
$293K 681 +5 +0.7%
SWA
5124
Safir Wealth Advisors
New Hampshire
$293K 680
CAAM
5125
Cornerstone Advisors Asset Management
Pennsylvania
$293K 680 +30 +5%