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Microsoft

5,240 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, 2,458 increasing their positions, 2,217 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,240
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.79%
Holding in Top 10
2,832
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.47%
% of All Funds
40.96%
New
187
Increased
2,458
Reduced
2,217
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 %
SWM
1726
Stockman Wealth Management
Montana
$21.5M +$386K +897 +2%
FFM
1727
Forum Financial Management
Illinois
$21.5M +$395K +919 +2%
HB
1728
HTLF Bank
Colorado
$21.5M -$1.12M -2,598 -5%
CWP
1729
CFM Wealth Partners
Texas
$21.4M +$14.6K +34 +0.1%
AMM
1730
American Money Management
California
$21.4M -$117K -273 -0.5%
VW
1731
Vantage Wealth
California
$21.3M -$83.9K -195 -0.4%
GA
1732
GFS Advisors
Texas
$21.3M +$21.3M +49,393 +35,281%
GCM
1733
Gladius Capital Management
Illinois
$21.3M +$16.9M +39,260 +383%
LOIM
1734
Liberty One Investment Management
Illinois
$21.3M +$562K +1,305 +3%
WF
1735
Wayfinding Financial
Washington
$21.3M -$295K -685 -1%
RSS
1736
Rosenblum Silverman Sutton
California
$21.3M -$12.5K -29 -0.1%
APSI
1737
Asset Planning Services Inc
Louisiana
$21.2M -$86.1K -200 -0.4%
PAS
1738
Point72 Asia (Singapore)
Singapore
$21.2M +$21.2M +49,301 New
CWM
1739
Connecticut Wealth Management
Connecticut
$21.2M +$380K +883 +2%
NC
1740
NBW Capital
Massachusetts
$21.2M +$238K +552 +1%
HC
1741
Hendley & Co
Ohio
$21.1M -$2.16M -5,012 -9%
NAMM
1742
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.1M -$621K -1,443 -3%
C
1743
Certuity
Florida
$21.1M -$2.71M -6,309 -11%
MFWM
1744
Motley Fool Wealth Management
Virginia
$21.1M -$344K -800 -2%
ADL
1745
Asset Dedication LLC
California
$21M -$787K -1,829 -4%
MW
1746
Marcum Wealth
Ohio
$21M +$227K +528 +1%
IAS
1747
Investment Advisory Services
Texas
$21M -$2.4M -5,581 -10%
SIG
1748
Spinnaker Investment Group
California
$21M +$15.6M +36,254 +288%
Koshinski Asset Management
1749
Koshinski Asset Management
Illinois
$21M +$44.8K +104 +0.2%
OC
1750
Oakworth Capital
Alabama
$21M +$307K +714 +1%