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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 %
SIC
3126
Shoker Investment Counsel
Ohio
$5.92M -$116K -269 -2%
LF
3127
LifeSteps Financial
California
$5.91M +$51.6K +120 +0.9%
MFP
3128
Meridian Financial Partners
Virginia
$5.9M +$142K +331 +2%
CRCM
3129
Crystal Rock Capital Management
Illinois
$5.9M +$475K +1,105 +9%
LIG
3130
Lokken Investment Group
Delaware
$5.88M +$186K +432 +3%
RSC
3131
Red Spruce Capital
Pennsylvania
$5.88M -$214K -497 -4%
SMH
3132
Sanders Morris Harris
Texas
$5.87M +$40.9K +95 +0.7%
PF
3133
Prosperitas Financial
California
$5.87M +$1.17M +2,714 +25%
KSB
3134
Kennebec Savings Bank
Maine
$5.87M +$5.87M +13,633 New
GWA
3135
GGM Wealth Advisors
Maryland
$5.87M -$1.29K -3 -0%
MHWM
3136
Montz Harcus Wealth Management
Louisiana
$5.86M +$57.2K +133 +1%
RI
3137
Redwood Investments
Massachusetts
$5.86M -$323K -751 -5%
TIA
3138
Traphagen Investment Advisors
New Jersey
$5.86M +$205K +476 +4%
TWM
3139
Trueblood Wealth Management
Ohio
$5.86M -$87.8K -204 -1%
EBA
3140
Eagle Bay Advisors
New York
$5.86M -$16.4K -38 -0.3%
FIM
3141
Fernwood Investment Management
Massachusetts
$5.84M -$425K -987 -7%
VCM
3142
Viewpoint Capital Management
Washington
$5.84M +$856 +2 +0%
FNBOH
3143
First National Bank of Hutchinson
Kansas
$5.83M -$377K -875 -6%
GAM
3144
Gemmer Asset Management
California
$5.83M +$17.6K +41 +0.3%
FAP
3145
Financial Advisory Partners
Florida
$5.82M +$99.4K +231 +2%
BDFN
3146
Bond & Devick Financial Network
Minnesota
$5.82M -$21.1K -49 -0.4%
GSIAS
3147
Garden State Investment Advisory Services
New Jersey
$5.81M +$255K +591 +5%
PMA
3148
Prudent Man Advisors
Illinois
$5.8M -$424K -985 -7%
NRC
3149
New Republic Capital
North Carolina
$5.8M -$659K -1,532 -10%
CWM
3150
Cabot Wealth Management
Massachusetts
$5.8M +$59K +137 +1%