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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 %
AFG
2576
Allegheny Financial Group
Pennsylvania
$9.23M +$477K +1,108 +5%
SBCM
2577
Schwerin Boyle Capital Management
Massachusetts
$9.22M -$161K -375 -2%
APG
2578
Abacus Planning Group
South Carolina
$9.21M +$1.22M +2,844 +15%
FCB
2579
First County Bank
Connecticut
$9.19M +$527K +1,224 +6%
LWA
2580
Lineweaver Wealth Advisors
Ohio
$9.15M +$177K +411 +2%
PWA
2581
Phoenix Wealth Advisors
North Carolina
$9.15M -$176K -408 -2%
BAM
2582
Byrne Asset Management
New Jersey
$9.14M -$67.1K -156 -0.7%
ALC
2583
Alexander Labrunerie & Co
Missouri
$9.14M -$69.3K -161 -0.8%
TWP
2584
Tempus Wealth Planning
California
$9.14M +$117K +273 +1%
AIM
2585
AMI Investment Management
Indiana
$9.12M +$93.4K +217 +1%
CG
2586
Castellan Group
Kentucky
$9.1M +$453K +1,052 +5%
ITC
2587
Inspire Trust Company
Nevada
$9.1M +$1.39M +3,221 +18%
AFS
2588
Aft Forsyth & Sober
Florida
$9.1M
EIM
2589
Essex Investment Management
Massachusetts
$9.09M -$775K -1,800 -8%
UAM
2590
Unison Asset Management
Florida
$9.07M -$12.9K -30 -0.1%
TI
2591
TTP Investments
California
$9.06M +$741K +1,721 +9%
IAS
2592
IMA Advisory Services
Colorado
$9.06M +$9.06M +21,045 New
FCT
2593
First Community Trust
Iowa
$9.05M -$26.2K -61 -0.3%
CSA
2594
Cottage Street Advisors
Massachusetts
$9.04M -$173K -402 -2%
AA
2595
Alta Advisers
United Kingdom
$9.04M +$129K +300 +1%
SN
2596
Sittner & Nelson
Oregon
$9.03M -$23.2K -54 -0.3%
GF
2597
Gries Financial
Ohio
$9.03M +$563K +1,308 +7%
RCWM
2598
Royal Capital Wealth Management
Indiana
$9.03M -$105K -243 -1%
TGAM
2599
TBH Global Asset Management
Tennessee
$9.03M +$10.3K +24 +0.1%
MLIC
2600
Mandatum Life Insurance Company
Finland
$9.02M -$1.34M -3,114 -13%