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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 %
BMCM
3601
Burns Matteson Capital Management
New York
$3.82M +$71K +165 +2%
BCM
3602
Barden Capital Management
Texas
$3.81M +$142K +329 +4%
JBA
3603
Johnson Bixby & Associates
Washington
$3.81M +$1.05M +2,446 +38%
EDRIA
3604
Edmonds Duncan Registered Investment Advisors
Kansas
$3.8M +$49.9K +116 +1%
ZIMP
3605
Zimmermann Investment Management & Planning
Pennsylvania
$3.8M +$63.7K +148 +2%
BSTWA
3606
Blake Schutter Theil Wealth Advisors
Ohio
$3.8M +$3.8M +8,827 New
SIAG
3607
Safeguard Investment Advisory Group
California
$3.8M +$356K +827 +10%
DCM
3608
Delta Capital Management
New Jersey
$3.8M
SFWA
3609
Summit Financial Wealth Advisors
Louisiana
$3.79M +$2.58K +6 +0.1%
SEP
3610
Southland Equity Partners
Missouri
$3.78M +$361K +838 +11%
NCTC
3611
New Covenant Trust Company
Indiana
$3.78M +$424K +991 +13%
FH
3612
FWG Holdings
Florida
$3.77M -$41.4K -97 -1%
WB
3613
West Bancorporation
Iowa
$3.77M -$176K -409 -4%
PWS
3614
Proactive Wealth Strategies
Georgia
$3.77M +$3.77M +8,761 New
NRD
3615
Nebula Research & Development
New York
$3.77M +$3.77M +8,758 New
RPCONE
3616
Retirement Planning Company of New England
Rhode Island
$3.76M +$6.03K +14 +0.2%
DG
3617
DMC Group
Alabama
$3.76M -$50.8K -118 -1%
MAM
3618
Milestone Asset Management
Pennsylvania
$3.76M -$5.01M -11,650 -57%
BIM
3619
Bullseye Investment Management
Ohio
$3.75M +$97K +232 +3%
WSWA
3620
Warren Street Wealth Advisors
California
$3.74M +$172K +399 +5%
WC
3621
Westhampton Capital
North Carolina
$3.74M +$68.8K +160 +2%
APS
3622
American Planning Services
Florida
$3.73M +$94.2K +219 +3%
LCWP
3623
Legacy Capital Wealth Partners
Arkansas
$3.72M -$135K -313 -3%
IFS
3624
Ifrah Financial Services
Arkansas
$3.72M +$43K +100 +1%
KBFS
3625
Kohmann Bosshard Financial Services
Ohio
$3.72M +$33.6K +78 +0.9%