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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 %
PMG
1226
ProVise Management Group
Florida
$39.3M -$83.5K -194 -0.2%
MIA
1227
MainStreet Investment Advisors
Illinois
$39.3M -$7.4M -17,188 -16%
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.3M +$2.76M +6,417 +8%
MWM
1229
Merriman Wealth Management
Washington
$39.3M +$4.28M +9,957 +12%
LIM
1230
Leavell Investment Management
Alabama
$39.3M +$1.83M +4,257 +5%
SW
1231
SlateStone Wealth
Florida
$39.3M +$8.28M +19,249 +27%
Optiver Holding
1232
Optiver Holding
Netherlands
$39.2M -$21.2M -49,262 -35%
PAS
1233
Professional Advisory Services
Florida
$39.2M +$3.98M +9,251 +11%
AG
1234
Ascent Group
Virginia
$39.2M -$194K -450 -0.5%
DAS
1235
Diversify Advisory Services
Utah
$39.1M +$450K +1,053 +1%
VIP
1236
Vantage Investment Partners
Missouri
$39.1M -$5.87M -13,651 -13%
CPIG
1237
Chicago Partners Investment Group
Illinois
$39.1M +$195K +460 +0.5%
HCM
1238
Hilton Capital Management
New York
$39M -$9.04M -21,009 -19%
IPW
1239
Invictus Private Wealth
Colorado
$39M +$399K +927 +1%
IIC
1240
Ironwood Investment Counsel
Arizona
$38.9M -$117K -271 -0.3%
KIA
1241
Knollwood Investment Advisory
Maryland
$38.9M
BAM
1242
Bell Asset Management
Australia
$38.9M -$5.02M -11,674 -11%
VWM
1243
Venturi Wealth Management
Texas
$38.9M +$2.83M +6,568 +8%
LG
1244
LaFleur & Godfrey
Michigan
$38.7M -$163K -378 -0.4%
HAIM
1245
Hunter Associates Investment Management
Pennsylvania
$38.7M -$69.3K -161 -0.2%
IG
1246
Ithaka Group
Virginia
$38.6M -$943K -2,192 -2%
AAIM
1247
American Assets Investment Management
California
$38.6M
Twin Tree Management
1248
Twin Tree Management
Texas
$38.4M +$18.3M +42,448 +91%
JCM
1249
Janney Capital Management
Pennsylvania
$38.4M +$112K +261 +0.3%
MIM
1250
Morningstar Investment Management
Illinois
$38.3M +$6.98M +16,651 +22%