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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 %
AAM
1451
Azzad Asset Management
Virginia
$29.3M -$587K -1,364 -2%
RCM
1452
Ratan Capital Management
Florida
$29.3M +$12.9M +29,890 +78%
FMWA
1453
Forvis Mazars Wealth Advisors
Missouri
$29.3M -$405K -942 -1%
TIM
1454
Thompson Investment Management
Wisconsin
$29.3M -$123K -285 -0.4%
RCP
1455
RIT Capital Partners
United Kingdom
$29.2M +$29.2M +68,000 New
SWA
1456
SFMG Wealth Advisors
Texas
$29.2M -$252K -585 -0.9%
AC
1457
Avestar Capital
New York
$29.2M +$1.28M +2,970 +5%
AAS
1458
Annex Advisory Services
Wisconsin
$29.2M +$939K +2,182 +3%
KJHP
1459
K.J. Harrison & Partners
Ontario, Canada
$29.2M +$4.47M +10,669 +18%
WB
1460
Webster Bank
Connecticut
$29.1M -$1.02M -2,359 -3%
BA
1461
Bridgewater Advisors
New York
$29M +$70.4K +163 +0.2%
MAM
1462
Morse Asset Management
Connecticut
$29M +$8.63M +20,061 +42%
ZAM
1463
Zevin Asset Management
Massachusetts
$29M +$22.8K +53 +0.1%
CI
1464
CX Institutional
Indiana
$29M +$1.36M +3,166 +5%
CAG
1465
Csenge Advisory Group
Florida
$28.9M -$494K -1,187 -2%
VV
1466
Verity & Verity
South Carolina
$28.9M +$448K +1,040 +2%
LCI
1467
L1 Capital International
Australia
$28.9M +$4.84M +11,499 +20%
FHA
1468
Flagship Harbor Advisors
Massachusetts
$28.9M +$28.9M +67,111 New
WP
1469
Wedgewood Partners
Missouri
$28.9M -$462K -1,086 -2%
RFM
1470
Royal Fund Management
Florida
$28.7M +$13.3M +30,747 +87%
GLA
1471
Good Life Advisors
Pennsylvania
$28.7M +$1.71M +3,979 +6%
SWIG
1472
Strategic Wealth Investment Group
Kentucky
$28.6M +$11.2M +26,661 +64%
CHAM
1473
Clear Harbor Asset Management
Connecticut
$28.6M -$74.4K -173 -0.3%
ACM
1474
Anabranch Capital Management
Connecticut
$28.6M +$4.84M +11,237 +20%
BL
1475
BFSG LLC
California
$28.6M -$1.08M -2,516 -4%