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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 %
YAL
5201
Your Advocates Ltd
Texas
$195K 453 +2 +0.4%
SWM
5202
Sanctuary Wealth Management
Idaho
$191K 443
DEM
5203
Disciplined Equity Management
Florida
$185K 430
LIA
5204
Luken Investment Analytics
Tennessee
$178K 414
APW
5205
Atlantic Private Wealth
North Carolina
$167K 388 +189 +95%
EA
5206
Evolution Advisers
Virginia
$167K 390 -13 -3%
UFF
5207
USA Financial Formulas
Michigan
$167K 388 -2,513 -87%
SWS
5208
SYSTM Wealth Solutions
Illinois
$149K 347 -47,279 -99%
FC
5209
Family CFO
California
$145K 338
CWA
5210
Carolina Wealth Advisors
South Carolina
$145K 338 +31 +10%
GIS
5211
Grayhawk Investment Strategies
Alberta, Canada
$136K 315
MDCM
5212
Morgan Dempsey Capital Management
Wisconsin
$117K 271 +91 +51%
IAIM
5213
International Assets Investment Management
Florida
$108K 38,501,645 +38,422,466 +48,526%
BFS
5214
Bare Financial Services
Pennsylvania
$93.4K 217
HSA
5215
Hussman Strategic Advisors
Maryland
$90.4K 210
JSC
5216
J. Stern & Co
United Kingdom
$86.1K 200 -404 -67%
PS
5217
PayPay Securities
Japan
$84.3K 196 +55 +39%
BG
5218
Bellevue Group
Switzerland
$83.5K 194 +15 +8%
HFS
5219
Horizon Financial Services
North Carolina
$81.8K 190
GG
5220
Gleason Group
Kentucky
$81.7K 190 -11 -5%
WFA
5221
Wells Financial Advisors
Massachusetts
$73.2K 170
MCM
5222
MidAtlantic Capital Management
Virginia
$62K 144 -4 -3%
MG
5223
MilWealth Group
Wisconsin
$60.2K 140
LFA
5224
Legend Financial Advisors
Pennsylvania
$59.4K 138 -251 -65%
WOC
5225
West Oak Capital
California
$56.5K 13,119 -189 -1%