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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 %
AW
2651
Alaethes Wealth
Nevada
$8.7M +$84.3K +196 +1%
BFG
2652
Beacon Financial Group
Texas
$8.69M +$278K +646 +3%
PA
2653
Probity Advisors
Texas
$8.68M -$210K -487 -2%
SCP
2654
Sivia Capital Partners
California
$8.67M +$250K +582 +3%
HCM
2655
Hengehold Capital Management
Ohio
$8.63M +$134K +311 +2%
CIC
2656
Chase Investment Counsel
Virginia
$8.62M -$4.62M -10,743 -35%
KCG
2657
Kinsale Capital Group
Virginia
$8.62M +$1.1M +2,567 +15%
OIS
2658
Okabena Investment Services
Minnesota
$8.62M -$1.1M -2,566 -11%
AP
2659
Adero Partners
California
$8.61M +$273K +634 +3%
PAMI
2660
Perseverance Asset Management International
Cayman Islands
$8.61M -$19.4M -45,000 -69%
TAM
2661
Telemark Asset Management
Massachusetts
$8.61M -$8.61M -20,000 -50%
BOC
2662
Barbara Oil Co
Illinois
$8.61M
ECM
2663
Empirical Capital Management
Tennessee
$8.61M +$8.61M +20,000 New
WG
2664
Wealth Group
North Carolina
$8.6M +$124K +287 +1%
NPP
2665
New Potomac Partners
Maryland
$8.59M -$81.8K -190 -0.9%
ICP
2666
Interchange Capital Partners
Pennsylvania
$8.59M -$123K -286 -1%
DWM
2667
Dynasty Wealth Management
Florida
$8.59M -$2.59M -6,027 -23%
SWM
2668
Sculati Wealth Management
Michigan
$8.58M -$321K -747 -4%
CPIA
2669
Cornell Pochily Investment Advisors
New York
$8.57M +$133K +309 +2%
CVA
2670
Central Valley Advisors
California
$8.55M -$33.6K -78 -0.4%
FWM
2671
Fairhaven Wealth Management
Illinois
$8.55M +$1.29K +3 +0%
CG
2672
Clarus Group
Texas
$8.55M +$56.8K +132 +0.7%
ACM
2673
Alcosta Capital Management
California
$8.54M +$66.3K +154 +0.8%
BRA
2674
Bender Robert & Associates
California
$8.54M +$8.54M +19,851 New
RP
2675
Raelipskie Partnership
Ontario, Canada
$8.54M +$628K +1,460 +8%