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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 %
SFS
976
Sowell Financial Services
Arkansas
$60.5M -$5.38M -12,504 -8%
BBI
977
Baxter Bros Inc
Connecticut
$60.4M -$2.28M -5,289 -4%
SGAM
978
Smith Group Asset Management
Texas
$60.4M +$2.48M +5,768 +4%
GFS
979
GYL Financial Synergies
Connecticut
$60.4M +$36.6K +85 +0.1%
OPCM
980
Osborne Partners Capital Management
California
$60.3M -$568K -1,320 -0.9%
VHAM
981
Van Hulzen Asset Management
California
$60.2M -$12.6M -29,271 -17%
MGCM
982
Mane Global Capital Management
New York
$60.2M +$3.97M +9,221 +7%
AFG
983
Albion Financial Group
Utah
$60M +$588K +1,367 +1%
WDA
984
Wendell David Associates
New Hampshire
$60M +$497K +1,155 +0.8%
LBC
985
Lowe Brockenbrough & Co
Virginia
$59.9M -$1.78M -4,148 -3%
SL
986
Summitry LLC
California
$59.8M -$940K -2,184 -2%
SAM
987
Sycomore Asset Management
France
$59.7M -$7.72M -17,905 -11%
LCS
988
Levin Capital Strategies
New York
$59.7M -$599K -1,391 -1%
TW
989
Transform Wealth
Colorado
$59.5M +$2.37M +5,519 +4%
AUB
990
Atlantic Union Bankshares
Virginia
$59.3M -$1.48M -3,429 -2%
IWM
991
IHT Wealth Management
Illinois
$59.2M +$13M +30,380 +28%
AMI
992
Amica Mutual Insurance
Rhode Island
$59M -$1.06M -2,473 -2%
ECM
993
Everence Capital Management
Indiana
$58.9M
PS
994
Principal Securities
Iowa
$58.8M +$2.12M +4,933 +4%
GC
995
Guardian Capital
Ontario, Canada
$58.7M -$116K -270 -0.2%
BWC
996
Blue Whale Capital
United Kingdom
$58.4M -$35.5M -82,407 -38%
CC
997
Cornerstone Capital
California
$58.3M -$2.8M -6,506 -5%
PIM
998
Penobscot Investment Management
Massachusetts
$58M +$84.8K +197 +0.1%
JWBC
999
J.W. Burns & Co
New York
$58M -$2.98M -6,916 -5%
BFO
1000
Boston Family Office
Massachusetts
$58M -$278K -647 -0.5%