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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 %
HNWAG
3151
High Net Worth Advisory Group
Florida
$5.8M +$253K +587 +5%
FFA
3152
Florida Financial Advisors
Florida
$5.79M -$93.2K -380 -2%
TBNY
3153
Trustco Bank (New York)
New York
$5.79M -$109K -254 -2%
OCM
3154
Orser Capital Management
Texas
$5.79M -$30.1K -70 -0.5%
LCGC
3155
Legacy Capital Group California
California
$5.79M +$717K +1,666 +14%
MIM
3156
Montgomery Investment Management
Maryland
$5.79M +$38.7K +90 +0.7%
SAM
3157
Silphium Asset Management
United Kingdom
$5.79M
HSWM
3158
Hubbell Strickland Wealth Management
Louisiana
$5.78M -$30.1K -70 -0.5%
LA
3159
Lane & Associates
New Jersey
$5.78M -$546K -1,268 -9%
OWA
3160
One Wealth Advisors
California
$5.78M +$16.4K +38 +0.3%
CPM
3161
Crescent Park Management
California
$5.77M -$1.44M -3,346 -20%
HA
3162
Harfst & Associates
Wyoming
$5.77M -$46.5K -108 -0.8%
CWM
3163
Compass Wealth Management
Connecticut
$5.76M +$77.9K +181 +1%
AI
3164
AXS Investments
New York
$5.76M -$871K -2,024 -13%
EWA
3165
Etesian Wealth Advisors
Oregon
$5.76M +$1.28M +2,968 +29%
JCM
3166
Jacobsen Capital Management
Utah
$5.75M -$122K -284 -2%
BIP
3167
Blue Investment Partners
California
$5.75M
GA
3168
GraniteShares Advisors
New York
$5.74M +$129K +300 +2%
TMWM
3169
Taylor & Morgan Wealth Management
Michigan
$5.74M -$153K -356 -3%
WPWM
3170
Western Pacific Wealth Management
Illinois
$5.73M +$93.8K +218 +2%
BIA
3171
Benchmark Investment Advisors
Illinois
$5.73M +$40.4K +94 +0.7%
GAA
3172
Guardian Asset Advisors
Pennsylvania
$5.73M +$78.8K +183 +1%
JFG
3173
Jefferies Financial Group
New York
$5.73M -$5.95M -13,828 -51%
MMHP
3174
Murphy Middleton Hinkle & Parker
Georgia
$5.73M +$251K +583 +5%
PHIMC
3175
Private Harbour Investment Management & Counsel
Ohio
$5.72M -$383K -891 -6%