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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 %
LSPW
1901
Lake Street Private Wealth
Illinois
$17.9M -$7.53M -17,493 -30%
FPFS
1902
First Personal Financial Services
North Carolina
$17.8M +$1.08M +2,515 +6%
BA
1903
Bellwether Advisors
Nebraska
$17.8M +$3.8M +8,826 +27%
ACM
1904
AlphaStar Capital Management
North Carolina
$17.8M +$1.91M +4,446 +12%
FP
1905
FFG Partners
Florida
$17.8M +$287K +668 +2%
GLR
1906
Great Lakes Retirement
Ohio
$17.7M +$654K +1,519 +4%
EBSAM
1907
Eubel Brady & Suttman Asset Management
Ohio
$17.7M -$452K -1,050 -2%
TC
1908
TwinBeech Capital
New York
$17.7M +$12.2M +28,293 +221%
EA
1909
Enclave Advisors
Texas
$17.7M +$17.7M +41,116 New
SAA
1910
Southeast Asset Advisors
Georgia
$17.7M +$79.6K +185 +0.5%
CD
1911
Chapin Davis
Maryland
$17.7M +$64.5K +150 +0.4%
CFS
1912
CRA Financial Services
New Jersey
$17.7M +$265K +616 +2%
FWP
1913
FAS Wealth Partners
Kansas
$17.7M +$677K +1,573 +4%
BA
1914
Birinyi Associates
Connecticut
$17.6M +$708K +1,645 +4%
PDL
1915
Portfolio Design Labs
California
$17.6M -$330K -766 -2%
WIM
1916
Weitz Investment Management
Nebraska
$17.6M
TCM
1917
Thames Capital Management
New Jersey
$17.6M -$1.62M -3,769 -8%
BIM
1918
Baldwin Investment Management
Pennsylvania
$17.6M +$432K +1,003 +3%
BE
1919
Bonness Enterprises
District of Columbia
$17.6M
KCPG
1920
Kavar Capital Partners Group
Kansas
$17.5M -$86.1K -200 -0.5%
SFP
1921
Sandbox Financial Partners
Maryland
$17.5M -$185K -430 -1%
UHC
1922
Union Heritage Capital
Michigan
$17.5M
VAS
1923
Vestmark Advisory Solutions
Massachusetts
$17.5M -$922K -2,142 -5%
AA
1924
Apriem Advisors
California
$17.5M +$9.54M +22,182 +120%
SS
1925
Sunbelt Securities
Texas
$17.5M +$734K +1,705 +4%