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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 %
MAMU
701
Marathon Asset Management (UK)
United Kingdom
$108M -$35.6M -82,696 -25%
CF
702
Cypress Funds
California
$107M
WAS
703
Wesleyan Assurance Society
United Kingdom
$107M +$2.58M +6,000 +2%
RMA
704
Roffman Miller Associates
Pennsylvania
$106M +$638K +1,482 +0.6%
CTC
705
Central Trust Company
Missouri
$106M -$2.05M -4,772 -2%
KFC
706
Klingenstein Fields & Co
New York
$105M +$193K +448 +0.2%
SFM
707
Stack Financial Management
Montana
$105M -$43.5K -101 -0%
AP
708
Antipodes Partners
Australia
$105M -$17.6M -40,926 -14%
AAM
709
Alphadyne Asset Management
New York
$105M +$30.1M +70,000 +40%
EFM
710
E Fund Management
China
$104M +$12.2M +28,290 +13%
BHC
711
Bowen Hanes & Co
Florida
$104M -$889K -2,067 -0.9%
GA
712
GuoLine Advisory
Singapore
$104M
LNWWM
713
Laird Norton Wetherby Wealth Management
California
$104M -$2.7M -6,264 -3%
AA
714
Ancora Advisors
Ohio
$104M +$1.35M +3,139 +1%
GD
715
Grandfield & Dodd
New York
$104M -$1.65M -3,829 -2%
AWM
716
Apollon Wealth Management
South Carolina
$103M +$3.58M +8,319 +4%
WBC
717
Westpac Banking Corp
Australia
$103M +$25.3M +58,803 +33%
AT
718
Avalon Trust
New Mexico
$103M -$974K -2,264 -0.9%
CTA
719
Chesley Taft & Associates
Illinois
$103M -$901K -2,095 -0.9%
BRWA
720
B. Riley Wealth Advisors
Florida
$102M -$15.7M -36,969 -13%
CCM
721
Cullen Capital Management
New York
$102M -$10.6M -24,638 -9%
MVIP
722
Mar Vista Investment Partners
California
$102M -$33.2M -77,092 -25%
YL
723
YCG LLC
Texas
$102M -$17.2K -40 -0%
NMIMC
724
Northwestern Mutual Investment Management Company
Wisconsin
$101M -$406K -944 -0.4%
FNT
725
First National Trust
Pennsylvania
$101M -$1.46M -3,397 -1%