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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 %
EWM
2751
Evermay Wealth Management
Virginia
$8.05M -$98.5K -229 -1%
GAAM
2752
Guinness Atkinson Asset Management
California
$8.05M -$1.34M -3,116 -14%
CST
2753
Charles Schwab Trust
Nevada
$8.04M -$481K -1,118 -6%
6F
2754
626 Financial
Michigan
$8.04M -$268K -622 -3%
BWG
2755
Beta Wealth Group
California
$8.03M +$173K +401 +2%
LWM
2756
Liberty Wealth Management
California
$8.02M -$45M -104,663 -85%
TPM
2757
Triasima Portfolio Management
Quebec, Canada
$8.01M +$604K +1,403 +8%
WCFA
2758
Walkner Condon Financial Advisors
Wisconsin
$8M +$373K +866 +5%
HP
2759
Hosking Partners
United Kingdom
$8M -$9.06M -21,045 -53%
AM
2760
Atwater Malick
Pennsylvania
$7.99M +$305K +709 +4%
BI
2761
Berkeley Inc
Idaho
$7.99M +$4.06M +9,441 +104%
ACM
2762
Alpha Capital Management
Texas
$7.99M -$569K -1,323 -7%
AIM
2763
Acropolis Investment Management
Missouri
$7.98M +$43K +100 +0.5%
NWM
2764
Northcape Wealth Management
New York
$7.98M -$70.6K -164 -0.9%
VRM
2765
Vectors Research Management
New York
$7.98M -$87.5K -206 -1%
SCA
2766
Scott Capital Advisors
Oregon
$7.98M -$11.2K -26 -0.1%
SEC
2767
Seven Eight Capital
New York
$7.98M +$5.05M +11,742 +173%
MWP
2768
Madison Wealth Partners
Wisconsin
$7.97M +$856K +1,989 +12%
DWG
2769
Darden Wealth Group
Michigan
$7.95M +$39.2K +91 +0.5%
RAM
2770
Riggs Asset Management
Pennsylvania
$7.94M -$51.6K -120 -0.6%
SL
2771
SFM LLC
New Hampshire
$7.94M -$31.4K -73 -0.4%
MIM
2772
MTM Investment Management
South Carolina
$7.91M -$165K -397 -2%
UBG
2773
United Bank (Georgia)
Georgia
$7.91M +$314K +730 +4%
FBFS
2774
First Business Financial Services
Wisconsin
$7.89M +$98.5K +229 +1%
BMC
2775
Beaton Management Company
Massachusetts
$7.89M +$114K +266 +1%