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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 %
ERWM
1676
Elk River Wealth Management
Colorado
$22.8M +$319K +742 +1%
BOSSRA
1677
B.O.S.S. Retirement Advisors
Utah
$22.8M +$3.5M +8,138 +18%
DCM
1678
Decatur Capital Management
Georgia
$22.8M +$3.1M +7,208 +16%
MWA
1679
Meridian Wealth Advisors
Texas
$22.8M -$244K -566 -1%
BCB
1680
Brian C. Broderick
$22.7M +$7.75K +18 +0%
CVM
1681
Cheviot Value Management
California
$22.7M -$1.64M -3,806 -7%
BCM
1682
Bourgeon Capital Management
Connecticut
$22.7M +$117K +273 +0.5%
SIC
1683
Sigma Investment Counselors
Michigan
$22.6M -$4.3K -10 -0%
SCM
1684
Stonebridge Capital Management
California
$22.6M +$1.83M +4,257 +9%
PPWP
1685
Premier Path Wealth Partners
New Jersey
$22.5M -$152K -354 -0.7%
CCMINC
1686
Cardinal Capital Management Inc (North Carolina)
North Carolina
$22.5M +$293K +681 +1%
WCF
1687
West Coast Financial
California
$22.5M +$69.3K +161 +0.3%
RHDIC
1688
R.H. Dinel Investment Counsel
California
$22.4M
PT
1689
Plimoth Trust
Massachusetts
$22.4M +$824K +1,916 +4%
RP
1690
Rowlandmiller & Partners
Georgia
$22.3M +$313K +728 +1%
WCM
1691
Weik Capital Management
Pennsylvania
$22.3M -$794K -1,845 -3%
BWAM
1692
Boyd Watterson Asset Management
Ohio
$22.3M -$49.5K -115 -0.2%
HFM
1693
Hartford Financial Management
Connecticut
$22.3M +$861K +2,001 +4%
YDMI
1694
Y.D. More Investments
Israel
$22.3M -$2.46M -5,718 -10%
JSW
1695
Journey Strategic Wealth
New Jersey
$22.3M +$7.17M +16,669 +48%
WAS
1696
WESPAC Advisors SoCal
California
$22.2M -$853K -1,982 -4%
CCM
1697
Condor Capital Management
New Jersey
$22.2M +$552K +1,283 +3%
SAG
1698
SageView Advisory Group
California
$22.1M -$4.7M -10,916 -18%
CWA
1699
Consilio Wealth Advisors
Washington
$22.1M +$735K +1,709 +3%
HL
1700
HeadInvest LLC
Maine
$22.1M -$517K -1,202 -2%