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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 %
NVIM
4301
New Vernon Investment Management
Illinois
$1.74M
BHCM
4302
Boulder Hill Capital Management
New York
$1.74M +$1.74M +4,040 New
PAG
4303
Paladin Advisory Group
Iowa
$1.74M -$6.89K -16 -0.4%
GU
4304
Georgetown University
District of Columbia
$1.74M +$3.01K +7 +0.2%
CS
4305
Capital Square
Tennessee
$1.73M +$455K +1,058 +36%
RP
4306
Riverwater Partners
Wisconsin
$1.73M -$96.8K -232 -5%
RWM
4307
Reston Wealth Management
Virginia
$1.73M +$80K +186 +5%
PP
4308
Pingora Partners
Wyoming
$1.73M -$46K -107 -3%
SCM
4309
Saxony Capital Management
Missouri
$1.72M -$104K -242 -6%
FWSM
4310
First Wilshire Securities Management
California
$1.72M
VBWMG
4311
Von Berge Wealth Management Group
California
$1.72M -$114K -272 -6%
NWMG
4312
National Wealth Management Group
Ohio
$1.71M -$12.9K -30 -0.7%
WLG
4313
Williamson Legacy Group
Indiana
$1.71M -$1.68M -3,911 -50%
YCM
4314
Yost Capital Management
Texas
$1.71M
C
4315
Covestor
United Kingdom
$1.71M +$9.04K +21 +0.5%
LI
4316
LVZ Inc
Michigan
$1.7M +$23.7K +55 +1%
VW
4317
Vance Wealth
California
$1.7M +$83K +193 +5%
PS
4318
Portfolio Strategies
New York
$1.7M +$6.02K +14 +0.4%
VPP
4319
Vertex Planning Partners
Illinois
$1.7M -$5.16K -12 -0.3%
CFP
4320
Curran Financial Partners
South Carolina
$1.69M +$4.3K +10 +0.3%
RI
4321
Rinkey Investments
California
$1.69M -$12.5K -29 -0.7%
BGA
4322
Battery Global Advisors
Massachusetts
$1.69M +$870K +2,023 +106%
ONGA
4323
O'Neil Global Advisors
California
$1.69M -$680K -1,580 -29%
CWA
4324
Cascade Wealth Advisors
Washington
$1.69M -$103K -240 -6%
WCWM
4325
Willow Creek Wealth Management
California
$1.69M -$34K -79 -2%