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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 %
CWC
2151
Carolinas Wealth Consulting
North Carolina
$13.7M +$43.5K +101 +0.3%
FPCP
2152
Fort Point Capital Partners
California
$13.6M +$1.15M +2,682 +9%
UCI
2153
Uncommon Cents Investing
Wisconsin
$13.6M -$223K -518 -2%
AC
2154
Asio Capital
Kentucky
$13.6M +$624K +1,450 +5%
MFFIA
2155
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$13.5M -$55.9K -130 -0.4%
OPW
2156
Oxler Private Wealth
New York
$13.5M -$24.1K -56 -0.2%
WA
2157
Wambolt & Associates
Colorado
$13.5M +$323K +768 +2%
CCG
2158
Chatham Capital Group
Georgia
$13.5M -$22.8K -53 -0.2%
CRWM
2159
Castle Rock Wealth Management
California
$13.5M +$125K +302 +0.9%
WCM
2160
Windward Capital Management
California
$13.5M +$1.04M +2,411 +8%
MGWM
2161
Marks Group Wealth Management
Minnesota
$13.5M +$328K +762 +2%
CCM
2162
Carderock Capital Management
Maryland
$13.5M +$30.6K +71 +0.2%
WEG
2163
World Equity Group
Illinois
$13.5M -$3.37M -7,835 -20%
TCWA
2164
Turtle Creek Wealth Advisors
Texas
$13.5M +$432K +1,003 +3%
NAMP
2165
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.5M +$64.5K +150 +0.5%
CI
2166
Carroll Investors
South Carolina
$13.4M +$530K +1,233 +4%
BCM
2167
Birch Capital Management
Texas
$13.4M -$3.01K -7 -0%
LA
2168
LVW Advisors
New York
$13.4M +$437K +1,016 +3%
FFA
2169
Founders Financial Alliance
North Carolina
$13.4M +$175K +406 +1%
STAS
2170
Strong Tower Advisory Services
Minnesota
$13.4M +$256K +595 +2%
TCBWMS
2171
Texas Capital Bank Wealth Management Services
Texas
$13.4M +$780K +1,813 +6%
FNBOMD
2172
First National Bank of Mount Dora
Florida
$13.3M -$263K -611 -2%
CAMV
2173
Concord Asset Management (Virginia)
Virginia
$13.3M +$1.64M +3,807 +14%
SPC
2174
Stony Point Capital
New York
$13.3M +$310K +720 +2%
MA
2175
MCF Advisors
Kentucky
$13.3M -$366K -850 -3%