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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 %
FM
2801
Freemont Management
Switzerland
$7.66M
PAM
2802
Peninsula Asset Management
Florida
$7.66M -$94.2K -219 -1%
JF
2803
JSF Financial
California
$7.65M +$78.3K +182 +1%
BZWA
2804
Blue Zone Wealth Advisors
California
$7.65M +$193K +448 +3%
EW
2805
Elyxium Wealth
California
$7.64M +$7.64M +17,764 New
APWA
2806
Atlas Private Wealth Advisors
New Jersey
$7.64M +$255K +593 +3%
RCA
2807
Ranch Capital Advisors
Florida
$7.63M -$87.8K -204 -1%
MC
2808
Matisse Capital
Oregon
$7.63M +$861 +2 +0%
APM
2809
a16z Perennial Management
California
$7.62M -$990K -2,300 -11%
TVWM
2810
Tower View Wealth Management
Wisconsin
$7.61M +$46.9K +109 +0.6%
FFC
2811
First Financial Corp
Indiana
$7.59M +$125K +290 +2%
ATIA
2812
American Trust Investment Advisors
New Hampshire
$7.57M +$122K +284 +2%
BOM
2813
Bank of Marin
California
$7.56M -$4.73K -11 -0.1%
SWM
2814
Scissortail Wealth Management
Oklahoma
$7.56M -$297M -16,870 -98%
BOS
2815
Bank of Stockton
California
$7.55M -$219K -509 -3%
UAML
2816
US Asset Management LLC
Pennsylvania
$7.54M -$66.3K -156 -0.9%
CAL
2817
Capital Advisors Ltd
Ohio
$7.54M -$29.7K -69 -0.4%
WR
2818
WD Rutherford
Oregon
$7.53M -$21.9K -51 -0.3%
MPCA
2819
Madison Park Capital Advisors
Washington
$7.52M -$53.8K -125 -0.7%
GWM
2820
GSB Wealth Management
Connecticut
$7.52M +$337K +783 +5%
BSA
2821
Bull Street Advisors
Georgia
$7.52M -$188K -438 -2%
NFA
2822
Northwest Financial Advisors
Virginia
$7.51M -$134K -312 -2%
FUBT
2823
First United Bank & Trust
Maryland
$7.5M -$499K -1,159 -6%
EL
2824
EWA LLC
Pennsylvania
$7.5M +$791K +1,852 +12%
CAS
2825
Coppell Advisory Solutions
Texas
$7.49M -$620K -1,448 -8%