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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 %
WCM
1876
Whitener Capital Management
North Carolina
$18.2M -$135K -313 -0.7%
PWG
1877
Portside Wealth Group
Utah
$18.2M -$790K -1,835 -4%
BBL
1878
Beck Bode LLC
Massachusetts
$18.2M +$1.03M +2,400 +6%
WGC
1879
Watts Gwilliam & Co
Arizona
$18.2M +$18.2M +43,875 New
HCA
1880
Harbor Capital Advisors
Illinois
$18.2M -$182K -422 -1%
MCM
1881
Makena Capital Management
California
$18.2M -$2.66M -6,181 -13%
SIP
1882
Stoneridge Investment Partners
Pennsylvania
$18.2M +$787K +1,828 +5%
RBC
1883
Romano Brothers & Co
Illinois
$18.1M +$414K +962 +2%
BRM
1884
Boston Research & Management
Massachusetts
$18.1M -$243K -564 -1%
HIC
1885
Harbor Island Capital
Massachusetts
$18.1M
SCA
1886
Sage Capital Advisors
South Dakota
$18.1M +$34.4K +80 +0.2%
RB
1887
Rodgers Brothers
Pennsylvania
$18.1M -$1.07M -2,478 -6%
SAM
1888
Soditic Asset Management
United Kingdom
$18M
SWA
1889
SOA Wealth Advisors
New York
$18M +$20.7K +48 +0.1%
RGC
1890
Roberts, Glore & Co
Illinois
$18M -$86.5K -201 -0.5%
SM
1891
STF Management
Texas
$18M -$1.69M -3,938 -9%
MCM
1892
Morton Capital Management
California
$18M +$376K +874 +2%
WA
1893
Wealth Alliance
New York
$18M +$238K +553 +1%
CWP
1894
Concord Wealth Partners
Virginia
$18M +$1.22M +2,833 +7%
MWAM
1895
Manhattan West Asset Management
California
$17.9M +$197K +458 +1%
MCM
1896
Manchester Capital Management
Vermont
$17.9M +$343K +796 +2%
SWM
1897
Sendero Wealth Management
Texas
$17.9M +$227K +527 +1%
KIM
1898
Kestra Investment Management
Texas
$17.9M +$464K +1,079 +3%
AT
1899
American Trust
Kentucky
$17.9M +$1.99M +4,630 +13%
MAWA
1900
Moss Adams Wealth Advisors
Washington
$17.9M +$1.15M +2,684 +7%