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 %
LA
1601
Legacy Advisors
Pennsylvania
$24.6M +$1.7M +3,956 +7%
CA
1602
Claar Advisors
New York
$24.6M
CT
1603
Colonial Trust
South Carolina
$24.6M +$1.21M +2,807 +5%
LIP
1604
Lighthouse Investment Partners
Florida
$24.6M +$804K +1,868 +3%
GM
1605
GeoWealth Management
Illinois
$24.5M -$1.4M -3,260 -5%
SQA
1606
Simon Quick Advisors
New Jersey
$24.4M +$3.25M +7,547 +15%
SDJVC
1607
St. Denis J. Villere & Co
Louisiana
$24.4M -$404K -939 -2%
WC
1608
Westwind Capital
New Mexico
$24.4M +$17.4M +40,475 +249%
PCM
1609
Princeton Capital Management
New Jersey
$24.4M +$235K +545 +1%
SFG
1610
SevenBridge Financial Group
Pennsylvania
$24.4M +$121K +290 +0.5%
SCA
1611
St. Clair Advisors
Ohio
$24.4M -$442K -1,028 -2%
FTC
1612
Farmers Trust Company
Ohio
$24.4M +$174K +404 +0.7%
LG
1613
Leuthold Group
Minnesota
$24.4M -$4.07M -9,464 -14%
AIIMS
1614
Analyst IMS Investment Management Services
Israel
$24.3M +$2.84M +6,593 +13%
SB
1615
Strategic Blueprint
Georgia
$24.3M -$71.4K -166 -0.3%
TPCM
1616
Two Point Capital Management
New York
$24.3M +$189K +440 +0.8%
PBC
1617
Pavion Blue Capital
California
$24.2M -$75.7K -176 -0.3%
HC
1618
Hillman Company
Pennsylvania
$24.2M
BEAM
1619
Baker Ellis Asset Management
Washington
$24.2M +$108K +250 +0.4%
SL
1620
Salomon & Ludwin
Virginia
$24.2M -$1.47M -3,410 -6%
JSC
1621
Jackson Square Capital
California
$24.1M +$809K +1,880 +3%
BWP
1622
Balboa Wealth Partners
Arizona
$24.1M -$867K -2,014 -3%
YLHM
1623
Yelin Lapidot Holdings Management
Israel
$24.1M -$600K -1,395 -2%
CFGS
1624
Concourse Financial Group Securities
Alabama
$24M -$289K -671 -1%
FM
1625
Family Management
New York
$24M +$1.44M +3,354 +6%