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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 %
LA
2701
Lindenwold Advisors
Pennsylvania
$8.39M +$79.6K +185 +1%
OL
2702
OneFund LLC
Florida
$8.39M +$12K +28 +0.1%
SOS
2703
Silver Oak Securities
Tennessee
$8.39M +$1.76M +4,153 +27%
KMWM
2704
Keudell/Morrison Wealth Management
Oregon
$8.38M -$395K -919 -5%
BV
2705
Boxwood Ventures
Illinois
$8.38M
CH
2706
Cromwell Holdings
Wyoming
$8.38M -$67.6K -157 -0.8%
BIP
2707
Bouvel Investment Partners
Pennsylvania
$8.38M +$43.5K +101 +0.5%
CIP
2708
Capital Insight Partners
Arizona
$8.37M +$19.4K +45 +0.2%
BSB
2709
Bangor Savings Bank
Maine
$8.35M +$59.4K +138 +0.7%
SCM
2710
Spreng Capital Management
Ohio
$8.34M -$5.37M -12,484 -39%
CIM
2711
Contravisory Investment Management
Massachusetts
$8.32M -$48.2K -112 -0.6%
IA
2712
Insight Advisors
Pennsylvania
$8.3M -$155K -361 -2%
PFG
2713
Prosperity Financial Group
California
$8.3M +$531K +1,235 +7%
CCP
2714
Clarity Capital Partners
California
$8.3M -$41.7K -97 -0.5%
PWA
2715
Provenance Wealth Advisors
Florida
$8.28M +$228K +531 +3%
ARC
2716
Advisor Resource Council
Texas
$8.28M +$1.55M +3,592 +23%
GSPF
2717
Grafton Street Partners Fund
Florida
$8.26M
MSA
2718
Marino Stram & Associates
Massachusetts
$8.25M -$430 -1 -0%
AWS
2719
Arkfeld Wealth Strategies
Nebraska
$8.24M +$334K +802 +4%
ECM
2720
EagleClaw Capital Management
Massachusetts
$8.24M -$270K -628 -3%
CA
2721
Cumberland Advisors
Florida
$8.24M -$58.1K -135 -0.7%
PCMC
2722
Private Capital Management (Colorado)
Colorado
$8.23M +$780K +1,813 +10%
BWS
2723
Buck Wealth Strategies
Colorado
$8.21M -$893K -2,074 -10%
MA
2724
McBroom & Associates
Nevada
$8.21M +$151K +351 +2%
HWA
2725
HHM Wealth Advisors
Tennessee
$8.21M +$122K +283 +2%