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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 %
HOWA
3476
Heritage Oak Wealth Advisors
Florida
$4.31M +$3.72M +8,649 +636%
KA
3477
Keene & Associates
Texas
$4.31M -$111K -259 -3%
SL
3478
Sonnipe Ltd
Isle Of Man
$4.3M -$955K -2,220 -18%
PFM
3479
Privium Fund Management
Netherlands
$4.3M
TIM
3480
Tortoise Investment Management
New York
$4.29M +$318K +740 +8%
FFA
3481
Fi3 Financial Advisors
Indiana
$4.29M +$367K +853 +9%
CA
3482
Carson Advisory
Georgia
$4.29M -$65.4K -152 -2%
PIA
3483
Pinion Investment Advisors
Kansas
$4.28M +$219K +509 +5%
LJCM
3484
Lee Johnson Capital Management
Texas
$4.25M +$3.92M +9,109 +1,172%
MWM
3485
Massachusetts Wealth Management
Massachusetts
$4.25M +$106K +246 +3%
PBT
3486
Pictet Bank & Trust
Bahamas
$4.24M -$236K -550 -5%
CA
3487
Calton & Associates
Florida
$4.24M +$1.12M +2,613 +36%
OAM
3488
Oak Asset Management
California
$4.24M -$15.9K -37 -0.4%
GCC
3489
Game Creek Capital
Massachusetts
$4.24M -$161K -375 -4%
1WM
3490
1900 Wealth Management
Texas
$4.24M -$861 -2 -0%
RC
3491
RBO & Co
California
$4.23M +$67.1K +156 +2%
LFS
3492
Leibman Financial Services
Nebraska
$4.22M +$21.9K +51 +0.5%
MDSL
3493
M.D. Sass LLC
New York
$4.21M +$645K +1,500 +18%
LPAM
3494
Lodestar Private Asset Management
California
$4.21M +$17.2K +40 +0.4%
TSW
3495
Three Seasons Wealth
Utah
$4.21M -$187K -435 -4%
TCM
3496
Triumph Capital Management
Colorado
$4.21M +$1.37M +3,183 +48%
MAC
3497
Mason & Associates (California)
California
$4.2M +$77.5K +180 +2%
RRCM
3498
Rappaport Reiches Capital Management
Illinois
$4.18M +$102K +238 +3%
TAM
3499
Titleist Asset Management
Texas
$4.17M +$112K +261 +3%
PTCG
3500
Pring Turner Capital Group
California
$4.16M -$38.7K -90 -0.9%