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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 %
BTI
1051
Blue Trust Inc
Georgia
$52.8M +$12.1M +27,112 +30%
PI
1052
PFG Investments
New York
$52.8M +$860K +1,998 +2%
ERIM
1053
Eagle Ridge Investment Management
Connecticut
$52.8M -$114K -266 -0.2%
TTWM
1054
TCV Trust & Wealth Management
Virginia
$52.7M -$1.15M -2,666 -2%
SAM
1055
Synergy Asset Management
Washington
$52.7M +$4.22M +9,815 +9%
LRPA
1056
L. Roy Papp & Associates
Arizona
$52.6M -$838K -1,947 -2%
PA
1057
Procyon Advisors
Connecticut
$52.5M +$1.6M +3,708 +3%
VPI
1058
Value Partners Investments
Manitoba, Canada
$52.3M +$26.7M +52,696 +104%
MADR
1059
Milestones Administradora de Recursos
Brazil
$52.1M +$10M +23,305 +24%
KFP
1060
KMG Fiduciary Partners
Ohio
$52.1M +$1.77M +4,108 +4%
ET
1061
Equitable Trust
Tennessee
$52.1M -$1.77M -4,110 -3%
KWA
1062
Kingswood Wealth Advisors
California
$52M +$6.31M +14,676 +14%
ATPW
1063
Ashton Thomas Private Wealth
Arizona
$51.8M -$254K -591 -0.5%
NCM
1064
Novare Capital Management
North Carolina
$51.8M +$373K +866 +0.7%
RSWM
1065
Robertson Stephens Wealth Management
California
$51.7M +$592K +1,376 +1%
CCM
1066
Coerente Capital Management
Ontario, Canada
$51.7M -$114K -264 -0.2%
FAIM
1067
Financial Advocates Investment Management
Washington
$51.7M +$441K +1,025 +0.9%
HH
1068
Hilltop Holdings
Texas
$51.7M +$34.7M +80,720 +205%
CAM
1069
Carret Asset Management
New York
$51.5M -$73.2K -170 -0.1%
NSEDCP
1070
NJ State Employees Deferred Compensation Plan
New Jersey
$51.4M
AP
1071
Appleton Partners
Massachusetts
$51.4M -$505K -1,174 -1%
Wolverine Trading
1072
Wolverine Trading
Illinois
$51.3M -$243M -567,885 -83%
SF
1073
Summit Financial
New Jersey
$51.2M +$6.62M +15,393 +15%
RFA
1074
Rollins Financial Advisors
New York
$51.1M -$1.49M -3,452 -3%
SRC
1075
Shufro Rose & Co
New York
$51M