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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 %
GAI
801
General American Investors
New York
$86.1M -$2.15M -5,000 -2%
PA
802
Paralel Advisors
Colorado
$86.1M
EWA
803
Exencial Wealth Advisors
Oklahoma
$86M -$2.13M -4,958 -2%
DMIC
804
Dixon Mitchell Investment Counsel
British Columbia, Canada
$85.7M +$1.55M +3,605 +2%
FAB
805
First American Bank
Illinois
$85.5M -$539K -1,252 -0.6%
WFMPM
806
Woodley Farra Manion Portfolio Management
Indiana
$84.6M -$799K -1,856 -0.9%
GI
807
Gradient Investments
Minnesota
$84M +$261K +607 +0.3%
CIA
808
Capital Investment Advisors
Georgia
$83.9M +$3.34M +7,763 +4%
VFA
809
Valeo Financial Advisors
Indiana
$83.9M -$48.7K -131 -0.1%
SC
810
SouthState Corp
Florida
$83.8M -$2.93M -6,815 -3%
LCM
811
Logan Capital Management
Pennsylvania
$83.8M -$1.76M -4,083 -2%
HCMG
812
Howard Capital Management Group
California
$83.7M -$103K -239 -0.1%
MLL
813
Moody Lynn & Lieberson
Massachusetts
$83.6M -$230K -534 -0.3%
CSPIA
814
Cary Street Partners Investment Advisory
Virginia
$83.6M +$841K +1,955 +1%
UAM
815
UAS Asset Management
New York
$83.3M -$261K -607 -0.3%
MAM
816
Meeder Asset Management
Ohio
$83.3M -$24.6M -57,130 -23%
EH
817
Equitable Holdings
New York
$83.2M +$4.94M +11,476 +6%
AWM
818
Axxcess Wealth Management
California
$83M -$3.27M -7,592 -4%
KA
819
Kintegral Advisory
New York
$82.5M -$1.08M -2,514 -1%
CA
820
Cullinan Associates
Kentucky
$81.9M +$2.14M +5,124 +3%
BHCM
821
Brevan Howard Capital Management
Jersey
$81.8M +$81.8M +190,070 New
UH
822
Unigestion Holding
Switzerland
$81.5M +$17.6M +40,890 +27%
FBB
823
Fulton Breakefield Broenniman
Maryland
$81.4M -$141K -328 -0.2%
CAMG
824
CWA Asset Management Group
Florida
$81.4M +$81.4M +189,099 New
BWP
825
Baldwin Wealth Partners
Massachusetts
$81.4M +$4.18M +9,714 +5%