MSFT icon

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 %
S
3026
Sunpointe
Missouri
$6.47M +$347K +807 +6%
WAM
3027
Werlinich Asset Management
Connecticut
$6.45M
LA
3028
LexAurum Advisors
Kansas
$6.45M +$78.7K +183 +1%
GGA
3029
Granite Group Advisors
Connecticut
$6.45M -$72.3K -168 -1%
ATWA
3030
Arbor Trust Wealth Advisors
Michigan
$6.45M
BCP
3031
Berkeley Capital Partners
Georgia
$6.45M +$274K +636 +4%
HIIFS
3032
Harel Insurance Investments & Financial Services
Israel
$6.45M -$183K -426 -3%
CGA
3033
Crescent Grove Advisors
Illinois
$6.45M -$342K -794 -5%
WIM
3034
Wittenberg Investment Management
Massachusetts
$6.43M -$103K -240 -2%
AFA
3035
AllGen Financial Advisors
Florida
$6.43M +$426K +990 +7%
BRG
3036
Bay Rivers Group
Virginia
$6.42M +$123K +286 +2%
OL
3037
Owen LaRue
Kentucky
$6.41M -$107K -248 -2%
ABWM
3038
Alpine Bank Wealth Management
Colorado
$6.4M +$6.4M +14,882 New
SMA
3039
Seven Mile Advisory
New Jersey
$6.38M +$529K +1,229 +9%
SA
3040
Shilanski & Associates
Alaska
$6.37M -$133K -310 -2%
SRC
3041
Sage Rhino Capital
California
$6.37M +$20.7K +48 +0.3%
OBWG
3042
Onyx Bridge Wealth Group
New York
$6.36M +$74K +172 +1%
HIC
3043
Harvey Investment Company
Kentucky
$6.35M
ESBC
3044
E.S. Barr & Co
Kentucky
$6.34M +$91.2K +212 +1%
GCA
3045
Gradient Capital Advisors
California
$6.34M -$168K -391 -3%
NC
3046
NewSquare Capital
Pennsylvania
$6.33M +$382K +888 +6%
QPWM
3047
Quadrant Private Wealth Management
Pennsylvania
$6.33M -$188K -437 -3%
SCM
3048
Stanley Capital Management
Texas
$6.32M
ACA
3049
Atlas Capital Advisors
Wyoming
$6.32M -$17.5M -40,711 -73%
WA
3050
Waddell & Associates
Tennessee
$6.31M +$111K +257 +2%