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 %
CCWM
1501
Cassaday & Co Wealth Management
Virginia
$27.6M +$1.26M +2,936 +5%
SBIA
1502
Sheaff Brock Investment Advisors
Indiana
$27.6M -$133K -310 -0.5%
NG
1503
Norden Group
Utah
$27.6M +$7.99M +18,573 +41%
BP
1504
Broadleaf Partners
Ohio
$27.5M -$95.5K -222 -0.3%
1CP
1505
11 Capital Partners
Connecticut
$27.5M -$1.53M -3,566 -5%
PFM
1506
Premier Fund Managers
United Kingdom
$27.3M -$629K -1,469 -2%
CWM
1507
Cornerstone Wealth Management
Missouri
$27.3M +$1.18M +2,749 +5%
FMTC
1508
Farmers & Merchants Trust Company
California
$27.3M -$837K -1,944 -3%
SA
1509
Strategic Advisors
New York
$27.2M -$3.57M -8,308 -12%
AGM
1510
Aragon Global Management
Florida
$27.2M
AAM
1511
Augustine Asset Management
Florida
$27.2M -$19.8K -46 -0.1%
T2I
1512
Turim 21 Investimentos
Brazil
$27.2M -$148K -344 -0.5%
SAM
1513
Smartleaf Asset Management
Massachusetts
$27M +$7.96M +18,608 +42%
ZB
1514
Zions Bancorporation
Utah
$27M +$735K +1,708 +3%
FTIS
1515
First Trust Investment Solutions
Florida
$27M +$10.5M +24,349 +64%
BCMO
1516
Buckingham Capital Management (Ohio)
Ohio
$26.9M -$320K -743 -1%
AFG
1517
Atomi Financial Group
New York
$26.9M +$990K +2,301 +4%
CIC
1518
Canal Insurance Company
South Carolina
$26.9M
CB
1519
Community Bank
New York
$26.9M -$426K -991 -2%
MSS
1520
Mitchell Sinkler & Starr
Pennsylvania
$26.8M +$752K +1,824 +3%
FI
1521
Financial Insights
Washington
$26.8M -$6.25M -14,517 -19%
CP
1522
Capital Planning
Washington
$26.8M +$2.03M +4,727 +8%
DIP
1523
DT Investment Partners
Pennsylvania
$26.8M +$82.2K +191 +0.3%
LJHT
1524
Laurie J. Hall Trustee
$26.7M +$1.59M +3,687 +6%
VA
1525
Valmark Advisers
Ohio
$26.7M +$705K +1,638 +3%