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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 %
RI
1201
RWWM Inc
California
$41M -$409K -951 -1%
WAP
1202
Wealthcare Advisory Partners
Pennsylvania
$40.9M +$72.7K +169 +0.2%
WWM
1203
Western Wealth Management
Colorado
$40.8M +$8.1M +18,835 +25%
RPC
1204
Rossmore Private Capital
Connecticut
$40.7M -$204K -473 -0.5%
FG
1205
Fiduciary Group
Georgia
$40.7M -$544K -1,264 -1%
PNAA
1206
Pictet North America Advisors
Switzerland
$40.6M +$244K +569 +0.6%
VWA
1207
Visionary Wealth Advisors
Illinois
$40.5M +$348K +809 +0.9%
BFC
1208
Blue Fin Capital
Rhode Island
$40.5M +$269K +624 +0.7%
VF
1209
Vest Financial
Virginia
$40.4M +$12.7M +29,614 +46%
RMC
1210
Resources Management Corp
Connecticut
$40.3M -$460K -1,068 -1%
FA
1211
Fagan Associates
New York
$40.3M -$319K -742 -0.8%
CMI
1212
Clare Market Investments
Texas
$40.2M +$1.51M +3,506 +4%
FAT
1213
First American Trust
California
$40.1M -$3.17M -7,358 -7%
FPAS
1214
Focus Partners Advisor Solutions
Missouri
$40.1M +$1.9M +4,405 +5%
QFA
1215
Quattro Financial Advisors
Texas
$40M -$30.2M -71,577 -43%
CA
1216
CapWealth Advisors
Tennessee
$40M +$375K +872 +0.9%
CCB
1217
Country Club Bank
Missouri
$40M -$198K -463 -0.5%
MAP
1218
Managed Asset Portfolios
Michigan
$39.9M -$5.89M -13,684 -13%
SVCP
1219
Silicon Valley Capital Partners
California
$39.9M +$1.3M +3,026 +3%
CCM
1220
Candlestick Capital Management
Connecticut
$39.8M -$14.3M -33,175 -26%
ST
1221
Smithfield Trust
Pennsylvania
$39.7M +$249K +578 +0.6%
MG
1222
Mather Group
Illinois
$39.6M -$7.51M -17,463 -16%
WPW
1223
Waldron Private Wealth
Pennsylvania
$39.6M +$1.52M +3,541 +4%
OMC
1224
Overbrook Management Corp
New York
$39.5M +$5.34M +12,411 +16%
HIA
1225
Harbor Investment Advisory
Maryland
$39.3M -$30.4K -112 -0.1%