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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 %
HFRG
2826
Houlihan Financial Resource Group
Virginia
$7.47M +$7.47M +17,362 New
BTWM
2827
Baker Tilly Wealth Management
Wisconsin
$7.45M -$1.41M -3,275 -16%
SAM
2828
Socorro Asset Management
Texas
$7.45M -$794K -1,845 -10%
IC
2829
Iconiq Capital
California
$7.43M +$4.27M +9,919 +135%
CG
2830
Corundum Group
Colorado
$7.43M -$782K -1,817 -10%
PAWA
2831
Palo Alto Wealth Advisors
California
$7.43M -$1.97M -4,703 -21%
JGIA
2832
Jackson Grant Investment Advisers
Connecticut
$7.41M +$5.59K +13 +0.1%
CBA
2833
Coastal Bridge Advisors
Connecticut
$7.4M +$77.5K +180 +1%
LA
2834
Lifeworks Advisors
Michigan
$7.4M -$287K -666 -4%
SFCL
2835
Strengthening Families & Communities LLC
Massachusetts
$7.39M +$231K +538 +3%
SJL
2836
Shayne & Jacobs LLC
Tennessee
$7.39M
SCM
2837
Sitrin Capital Management
California
$7.38M +$250K +581 +4%
BTC
2838
Bank & Trust Company
Illinois
$7.38M -$115K -267 -2%
MGAM
2839
McGowan Group Asset Management
Texas
$7.38M +$145K +338 +2%
CIP
2840
Convergence Investment Partners
Florida
$7.37M -$4.57M -10,620 -38%
OFS
2841
Orrstown Financial Services
Pennsylvania
$7.37M +$4.17M +9,682 +130%
GA
2842
Gateway Advisory
New Jersey
$7.36M -$1.18M -2,731 -14%
LF
2843
Lee Financial
Texas
$7.35M +$438K +1,019 +6%
USB
2844
Union Savings Bank
Connecticut
$7.35M -$37.9K -88 -0.5%
AC
2845
Addison Capital
Pennsylvania
$7.35M +$16.8K +39 +0.2%
NCM
2846
NCM Capital Management
New Jersey
$7.34M +$430 +1 +0%
LWM
2847
Laidlaw Wealth Management
New York
$7.33M -$99.4K -231 -1%
CFA
2848
CWS Financial Advisors
Michigan
$7.32M -$2.15K -5 -0%
MFS
2849
Monetta Financial Services
Illinois
$7.32M
PWS
2850
Peloton Wealth Strategists
Indiana
$7.29M -$235K -547 -3%