MSFT icon

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 %
PGAM
1476
Princeton Global Asset Management
New Jersey
$28.5M +$1.19M +2,773 +4%
BSC
1477
Brown Shipley & Co
United Kingdom
$28.5M -$2.34M -5,446 -8%
BDA
1478
Borer Denton & Associates
Pennsylvania
$28.5M -$13.8K -32 -0%
SIA
1479
Schechter Investment Advisors
Michigan
$28.5M -$623K -1,448 -2%
SHGA
1480
Sand Hill Global Advisors
California
$28.4M -$259K -601 -0.9%
IB
1481
Iyo Bank
Japan
$28.4M
FGP
1482
Foyston, Gordon, & Payne
Ontario, Canada
$28.4M -$2.27M -5,282 -7%
SPC
1483
Spirepoint Private Client
Florida
$28.3M +$285K +662 +1%
CWG
1484
Cornerstone Wealth Group
North Carolina
$28.2M +$336K +781 +1%
CGIM
1485
Capital Group Investment Management
Singapore
$28.2M +$74K +172 +0.3%
AF
1486
Advisornet Financial
Minnesota
$28.2M +$1.86M +4,324 +7%
PCTC
1487
Perkins Coie Trust Company
Washington
$28.2M -$572K -1,329 -2%
GCA
1488
Greenwood Capital Associates
South Carolina
$28.2M -$708K -1,645 -2%
HI
1489
Harbour Investments
Wisconsin
$28.1M +$910K +2,114 +3%
PCG
1490
Prosperity Consulting Group
Maryland
$28M +$14.3M +33,320 +105%
CCM
1491
Copeland Capital Management
Pennsylvania
$28M -$1.12M -2,600 -4%
IIM
1492
Ipswich Investment Management
Massachusetts
$28M -$345K -802 -1%
ZIG
1493
Zuckerman Investment Group
Illinois
$27.9M +$18.1K +42 +0.1%
KFS
1494
Kurt F. Somerville
$27.9M -$489K -1,137 -2%
SAM
1495
Smithbridge Asset Management
Pennsylvania
$27.9M +$4.88M +11,330 +21%
TFA
1496
Toth Financial Advisory
Virginia
$27.8M -$740K -1,720 -3%
JPWM
1497
Jamison Private Wealth Management
Georgia
$27.8M +$352K +817 +1%
TSS
1498
Two Sigma Securities
New York
$27.7M -$7.85M -18,252 -22%
SWA
1499
Stratos Wealth Advisors
Ohio
$27.7M +$1.31M +3,043 +5%
CFM
1500
Catalyst Funds Management
Australia
$27.7M +$27.7M +64,400 New