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 %
GWM
1851
GDS Wealth Management
Texas
$18.8M +$922K +2,142 +5%
PWPS
1852
Pinnacle Wealth Planning Services
Ohio
$18.8M +$282K +655 +2%
CPIM
1853
Coalescence Partners Investment Management
New York
$18.8M +$2M +4,641 +12%
TSMHT
1854
Thurston Springer Miller Herd & Titak
Indiana
$18.7M +$993K +2,308 +6%
MKA
1855
M. Kulyk & Associates
Georgia
$18.7M +$335K +779 +2%
CA
1856
Continuum Advisory
Idaho
$18.6M +$1.49M +3,493 +9%
DFO
1857
Duquesne Family Office
New York
$18.5M -$154M -357,395 -89%
MFA
1858
Mayflower Financial Advisors
Massachusetts
$18.5M -$91.2K -212 -0.5%
BA
1859
Baugh & Associates
Georgia
$18.5M +$17.6K +42 +0.1%
LGWM
1860
Litman Gregory Wealth Management
California
$18.5M +$1.48M +3,446 +9%
PFS
1861
Physicians Financial Services
North Carolina
$18.5M -$228K -530 -1%
LWL
1862
Leo Wealth LLC
Texas
$18.4M +$3.15M +7,317 +21%
KWM
1863
Keebeck Wealth Management
Illinois
$18.4M +$640K +1,487 +4%
JAM
1864
JCIC Asset Management
Ontario, Canada
$18.4M +$94.7K +220 +0.5%
EFG
1865
Everhart Financial Group
Ohio
$18.4M +$1.93M +4,475 +12%
APC
1866
Alta Park Capital
California
$18.4M -$8.61M -20,005 -32%
FHWM
1867
Fox Hill Wealth Management
Massachusetts
$18.3M +$410K +952 +2%
IP
1868
Isthmus Partners
Wisconsin
$18.3M -$315K -731 -2%
ERIC
1869
Eagle Rock Investment Company
Georgia
$18.3M +$2.11M +4,895 +13%
WAS
1870
Winch Advisory Services
Wisconsin
$18.3M -$177K -412 -1%
CFM
1871
Coronation Fund Managers
South Africa
$18.3M +$1.43M +3,334 +9%
FNBTCON
1872
First National Bank & Trust Co of Newtown
Pennsylvania
$18.3M +$79.2K +184 +0.4%
BB
1873
Berkshire Bank
Massachusetts
$18.3M -$594K -1,380 -3%
ACM
1874
Accent Capital Management
Ohio
$18.2M +$930K +2,162 +5%
FPGK
1875
Financial Partners Group (Kansas)
Kansas
$18.2M +$726K +1,688 +4%