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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 %
NHC
926
Nicholas Hoffman & Company
Georgia
$67.5M -$219K -509 -0.3%
SCI
927
S&CO Inc
Massachusetts
$67.4M +$3.18M +7,397 +5%
WA
928
Waverly Advisors
Alabama
$67M +$3.61M +8,398 +6%
SLI
929
Sumitomo Life Insurance
Japan
$66.8M +$3.14M +7,298 +5%
NSAM
930
North Star Asset Management
Wisconsin
$66.7M -$343K -798 -0.5%
FFWA
931
FRG Family Wealth Advisors
Washington
$66.6M +$694K +1,610 +1%
JMFC
932
J.M. Forbes & Co
Massachusetts
$66.5M -$613K -1,424 -0.9%
WIA
933
World Investment Advisors
California
$66.1M +$42.5M +98,820 +180%
AHC
934
Adell Harriman & Carpenter
Texas
$65.8M +$486K +1,130 +0.7%
UF
935
Univest Financial
Pennsylvania
$65.7M +$51.4M +119,461 +359%
WCM
936
Wedge Capital Management
North Carolina
$65.5M -$5.98M -13,908 -8%
DCP
937
D1 Capital Partners
New York
$65.5M -$68.7M -159,700 -51%
PTC
938
Philadelphia Trust Company
Pennsylvania
$65.4M +$811K +1,885 +1%
TCM
939
Tran Capital Management
California
$65.1M -$1.15M -2,681 -2%
LOAME
940
Lombard Odier Asset Management (Europe)
United Kingdom
$65.1M +$670K +1,556 +1%
ATI
941
Act Two Investors
California
$64.9M -$407K -945 -0.6%
ACM
942
Academy Capital Management
Texas
$64.4M -$250K -580 -0.4%
PCA
943
Pallas Capital Advisors
Massachusetts
$64.3M +$1.16M +2,723 +2%
HI
944
Hoey Investments
Pennsylvania
$64.2M
DP
945
DDD Partners
Washington
$64.2M -$8.77M -20,382 -12%
HCM
946
Hollencrest Capital Management
California
$64.2M +$73.6K +171 +0.1%
CTA
947
Colonial Trust Advisors
South Carolina
$64.1M +$1.52M +3,540 +2%
YIA
948
YHB Investment Advisors
Connecticut
$64M -$2.95M -6,849 -4%
SW
949
SteelPeak Wealth
California
$63.9M -$2.75M -6,395 -4%
BFS
950
Baskin Financial Services
Ontario, Canada
$63.9M -$938K -2,181 -1%