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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 %
BWA
5176
BCU Wealth Advisors
Illinois
$229K 532
TF
5177
Theory Financial
Colorado
$228K 562
AFFA
5178
ALM First Financial Advisors
Texas
$228K 530
SW
5179
Schulz Wealth
Texas
$227K 527
BWA
5180
Brave Warrior Advisors
New York
$226K 525
SSC
5181
Syverson Strege & Co
Iowa
$226K 525 -2,004 -79%
FWM
5182
Fortress Wealth Management
California
$225K 521 -373 -42%
KWM
5183
Kanen Wealth Management
Florida
$224K 521
ASG
5184
Ariston Services Group
California
$221K 514 -120 -19%
LPP
5185
Life Planning Partners
Florida
$221K 514 +45 +10%
JWBC
5186
John W. Brooker & Co
California
$219K 510 +510 New
HEIP
5187
Hudson Edge Investment Partners
New Jersey
$218K 507
CBFP
5188
Cedar Brook Financial Partners
Ohio
$215K 500 -3,676 -88%
SSG
5189
Summit Securities Group
New York
$215K 500 -381 -43%
AA
5190
AF Advisors
California
$213K 494
KPP
5191
Kings Path Partners
Texas
$212K 493 -7 -1%
PPW
5192
PACK Private Wealth
Minnesota
$212K 493
SGI
5193
Swan Global Investments
Colorado
$210K 488 -13 -3%
WFS
5194
Weitzel Financial Services
Iowa
$210K 497
SFG
5195
Sage Financial Group
Pennsylvania
$210K 487 -40 -8%
LFA
5196
Livelsberger Financial Advisory
Ohio
$206K 479
HWM
5197
HFR Wealth Management
New York
$205K 476
EPM
5198
Elm Partners Management
Pennsylvania
$203K 471 +471 New
RC
5199
Rareview Capital
Nevada
$203K 471
OFG
5200
OmniStar Financial Group
North Carolina
$201K 464 +12 +3%