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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 %
PWM
3676
Partnership Wealth Management
Maryland
$3.53M -$524K -1,218 -13%
BWG
3677
Boomfish Wealth Group
Georgia
$3.53M -$91.7K -213 -3%
FF
3678
Farrell Financial
New York
$3.53M +$71.4K +169 +2%
ARA
3679
Alexander Randolph Advisory
Virginia
$3.52M -$12.9K -30 -0.4%
WKSWA
3680
White Knight Strategic Wealth Advisors
New Jersey
$3.51M +$3.01K +7 +0.1%
AWA
3681
Aletheian Wealth Advisors
Washington
$3.51M -$2.15M -4,998 -38%
HFS
3682
Heritage Financial Services
Massachusetts
$3.51M -$3.87K -9 -0.1%
SFC
3683
SYM Financial Corp
Indiana
$3.5M +$131K +305 +4%
SAMT
3684
Select Asset Management & Trust
Pennsylvania
$3.5M +$4.73K +11 +0.1%
OCM
3685
Objective Capital Management
Ohio
$3.49M +$3.49M +8,121 New
VP
3686
Verum Partners
North Carolina
$3.49M +$1.29K +3 +0%
GPA
3687
Guerra Pan Advisors
New Jersey
$3.49M +$13.3K +31 +0.4%
FDDB
3688
Fidelity D&D Bancorp
Pennsylvania
$3.49M -$33.1K -77 -0.9%
MA
3689
MKT Advisors
California
$3.49M -$101K -242 -3%
DI
3690
Dalton Investments
Nevada
$3.49M
SF
3691
Safeguard Financial
Wisconsin
$3.48M +$364K +845 +12%
AHL
3692
Abel Hall LLC
Louisiana
$3.48M +$81.8K +190 +2%
WCM
3693
Washburn Capital Management
Florida
$3.47M +$61.5K +143 +2%
RCM
3694
Riverpark Capital Management
New York
$3.47M -$775K -1,800 -18%
RIM
3695
Rockbridge Investment Management
New York
$3.47M -$24.5K -57 -0.7%
AWM
3696
Activest Wealth Management
Florida
$3.47M -$65.8K -153 -2%
SOW
3697
State of Wyoming
Wyoming
$3.46M -$6.21M -14,424 -64%
SMWM
3698
Silvia McColl Wealth Management
California
$3.46M -$440K -1,023 -11%
WH
3699
Willner & Heller
California
$3.45M +$254K +590 +8%
CMAI
3700
Capital Management Associates Inc
Minnesota
$3.44M +$1.45M +3,360 +72%