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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 %
LWMM
1826
Legacy Wealth Management (Mississippi)
Mississippi
$19.3M +$832K +1,933 +4%
CI
1827
Cooper Investors
Australia
$19.3M +$1.5M +3,493 +8%
MCG
1828
McCollum Christoferson Group
New York
$19.3M -$95.1K -221 -0.5%
BIG
1829
Brooklyn Investment Group
New York
$19.3M -$2.58K -6 -0%
NL
1830
NKCFO LLC
Illinois
$19.3M +$495K +1,150 +3%
AWP
1831
Ascent Wealth Partners
New York
$19.3M -$105K -244 -0.5%
SGI
1832
Summit Global Investments
Utah
$19.3M -$3.79M -8,810 -16%
HRC
1833
Hoertkorn Richard Charles
$19.3M -$584K -1,357 -3%
IBOK
1834
Independence Bank of Kentucky
Kentucky
$19.3M +$4.93M +11,453 +34%
SGA
1835
Strategic Global Advisors
California
$19.2M -$183K -425 -0.9%
SHFA
1836
SS&H Financial Advisors
Michigan
$19.2M +$1.58M +3,663 +9%
NAS
1837
Nicolet Advisory Services
Wisconsin
$19.1M +$603K +1,448 +3%
QPW
1838
Quantum Private Wealth
Florida
$19.1M +$194K +450 +1%
EWM
1839
Elevatus Welath Management
New York
$19.1M -$1.58M -3,666 -8%
CWM
1840
Cordatus Wealth Management
Pennsylvania
$19.1M +$55.9K +130 +0.3%
LCM
1841
Lattice Capital Management
Washington
$19.1M
LOPW
1842
Live Oak Private Wealth
North Carolina
$19.1M -$405K -942 -2%
WFG
1843
Wills Financial Group
Virginia
$19.1M +$49.5K +115 +0.3%
PG
1844
Patten Group
Tennessee
$19M +$129K +299 +0.7%
JPMIA
1845
J.P. Marvel Investment Advisors
Massachusetts
$19M -$104K -242 -0.5%
MCWS
1846
McKinley Carter Wealth Services
West Virginia
$19M -$98.5K -229 -0.5%
APP
1847
Avantax Planning Partners
Iowa
$19M -$3.55M -8,246 -16%
SNB
1848
Security National Bank
Nebraska
$19M -$25K -58 -0.1%
MWM
1849
Marietta Wealth Management
Georgia
$19M +$491K +1,141 +3%
SBWIC
1850
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.9M +$34K +79 +0.2%