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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 %
RFA
2851
ROI Financial Advisors
Oregon
$7.29M +$146K +340 +2%
SIS
2852
Sound Income Strategies
Florida
$7.28M +$467K +1,085 +7%
RAM
2853
Ramirez Asset Management
New York
$7.26M +$10.8K +25 +0.1%
CWM
2854
Centurion Wealth Management
Virginia
$7.26M +$7.26M +16,877 New
SIC
2855
Sterling Investment Counsel
New York
$7.26M +$597K +1,388 +9%
NPPM
2856
North Point Portfolio Managers
Ohio
$7.25M +$4.99M +11,595 +220%
WDG
2857
Wealth Dimensions Group
Ohio
$7.25M +$271K +629 +4%
G
2858
GenTrust
Florida
$7.25M +$2.46M +5,728 +52%
COLIM
2859
City of London Investment Management
United Kingdom
$7.24M +$3.66M +8,515 +102%
HG
2860
Herbst Group
Connecticut
$7.23M -$188K -436 -3%
TLP
2861
Trinity Legacy Partners
Texas
$7.23M -$59.5K -142 -0.8%
OIA
2862
Optimum Investment Advisors
Illinois
$7.23M -$247K -575 -3%
DWAM
2863
Duncan Williams Asset Management
Tennessee
$7.22M +$633K +1,470 +10%
AA
2864
Addison Advisors
Vermont
$7.22M +$56.4K +131 +0.8%
SAM
2865
Summit Asset Management
Tennessee
$7.21M +$320K +743 +5%
PVM
2866
Palogic Value Management
Texas
$7.2M -$108K -250 -1%
MA
2867
Modus Advisors
Minnesota
$7.2M +$615K +1,430 +9%
SCP
2868
Steamboat Capital Partners
New York
$7.2M -$148K -345 -2%
RA
2869
RiverPark Advisors
New York
$7.19M +$127K +295 +2%
CH
2870
Canton Hathaway
Rhode Island
$7.17M
NSB
2871
Norway Savings Bank
Maine
$7.15M +$41.3K +96 +0.6%
PPC
2872
Park Place Capital
Alabama
$7.14M +$80K +186 +1%
AC
2873
Amitell Capital
Singapore
$7.14M +$4.8M +11,150 +205%
BCM
2874
Boltwood Capital Management
California
$7.14M +$125K +290 +2%
GWM
2875
Graybill Wealth Management
Illinois
$7.14M +$150K +349 +2%