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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 %
FC
1701
Farley Capital
New York
$22.1M -$12.9K -30 -0.1%
MSAM
1702
Moloney Securities Asset Management
Missouri
$22.1M -$612K -1,422 -3%
MBT
1703
Montecito Bank & Trust
California
$22M +$2.11M +4,894 +11%
SAM
1704
Strategy Asset Managers
California
$22M -$2.41M -5,610 -10%
SWC
1705
Spectrum Wealth Counsel
Indiana
$22M -$917K -2,130 -4%
LCC
1706
Lincoln Capital Corp
Rhode Island
$22M +$163K +378 +0.7%
CAAS
1707
Capital Asset Advisory Services
Michigan
$22M +$141K +340 +0.6%
PI
1708
Pennant Investors
New Jersey
$21.9M -$12.5M -29,000 -36%
CICI
1709
Capital Investment Counsel Inc
North Carolina
$21.9M -$345K -801 -2%
RIG
1710
Renaissance Investment Group
Massachusetts
$21.9M -$553K -1,285 -2%
LSA
1711
L & S Advisors
California
$21.8M -$3.72M -8,650 -15%
RA
1712
RFG Advisory
Alabama
$21.8M +$358K +832 +2%
EP
1713
Edgestream Partners
New Jersey
$21.8M -$7.92M -18,399 -27%
IFWM
1714
Institute for Wealth Management
Colorado
$21.8M -$128K -298 -0.6%
WIS
1715
Wright Investors Service
Connecticut
$21.8M -$1.36M -3,169 -6%
MSFP
1716
Mark Sheptoff Financial Planning
Connecticut
$21.7M -$396K -920 -2%
MCM
1717
Monarch Capital Management
Indiana
$21.7M -$194K -450 -0.9%
TCM
1718
Traynor Capital Management
Pennsylvania
$21.7M +$849K +1,974 +4%
PM
1719
Phraction Management
Connecticut
$21.7M
CFG
1720
Cooper Financial Group
California
$21.7M +$205K +477 +1%
TPA
1721
Trivium Point Advisory
Connecticut
$21.7M -$73.6K -173 -0.3%
WAM
1722
Weiss Asset Management
Massachusetts
$21.6M +$21.6M +50,295 New
EFG
1723
Embree Financial Group
Illinois
$21.5M +$623K +1,448 +3%
RC
1724
RBF Capital
California
$21.5M
DKCM
1725
Davidson Kempner Capital Management
New York
$21.5M