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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 %
TI
1001
Trexquant Investment
Connecticut
$58M +$58M +134,701 New
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$57.9M +$263K +611 +0.5%
HTHT
1003
Hemenway Trust Hemenway Trust
New Hampshire
$57.7M +$5.59K +13 +0%
PCM
1004
Parsons Capital Management
Rhode Island
$57.7M -$636K -1,477 -1%
FFA
1005
Farther Finance Advisors
California
$57.6M +$14.8M +34,434 +35%
PMAM
1006
Picton Mahoney Asset Management
Ontario, Canada
$57.6M -$7.55M -17,547 -12%
FRA
1007
Frank Rimerman Advisors
California
$57.5M -$3.66M -8,510 -6%
C
1008
Chescapmanager
Maryland
$57.4M
JWM
1009
Jackson Wealth Management
Florida
$57.3M +$23.3M +54,161 +69%
BFA
1010
Beaumont Financial Advisors
Massachusetts
$57M -$1.12M -2,605 -2%
BOH
1011
Bank of Hawaii
Hawaii
$57M -$142K -330 -0.2%
BCAM
1012
Boston Common Asset Management
Massachusetts
$56.9M +$10.1M +23,469 +22%
PTC
1013
Petrus Trust Company
Texas
$56.8M +$3.23M +7,510 +6%
BFIM
1014
Beese Fulmer Investment Management
Ohio
$56.8M +$151K +352 +0.3%
CUAMC
1015
China Universal Asset Management Company
China
$56.8M +$10.9M +25,388 +24%
SIMG
1016
Sonora Investment Management Group
Arizona
$56.8M -$1.01M -2,354 -2%
LFM
1017
LGT Fund Management
Liechtenstein
$56.7M +$8.03M +19,253 +16%
TFS
1018
Thoroughbred Financial Services
Tennessee
$56.6M -$1.06M -2,473 -2%
MAM
1019
Martingale Asset Management
Massachusetts
$56.5M -$7.76M -18,027 -12%
LFAS
1020
Level Four Advisory Services
Texas
$56.5M +$447K +1,101 +0.8%
VSQM
1021
V-Square Quantitative Management
Illinois
$56.4M +$6.16M +14,327 +12%
CAM
1022
ClariVest Asset Management
California
$56.3M
AA
1023
ALPS Advisors
Colorado
$56.2M -$4.06M -9,442 -7%
GI
1024
GAMCO Investors
Connecticut
$55.9M +$421K +978 +0.8%
YC
1025
Yarbrough Capital
Tennessee
$55.9M