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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 %
SCA
2001
Stokes Capital Advisors
South Carolina
$16.2M +$346K +805 +2%
VSI
2002
Verde Servicos Internacionais
Brazil
$16.2M -$4.66M -10,840 -22%
HCM
2003
Heathbridge Capital Management
Ontario, Canada
$16.2M -$161K -375 -1%
RCYC
2004
Richard C. Young & Co
Rhode Island
$16.2M +$149K +346 +0.9%
HTIM
2005
Harbour Trust & Investment Management
Indiana
$16.1M +$1.38M +3,217 +9%
ACM
2006
Avalon Capital Management
California
$16.1M -$259K -601 -2%
HBWM
2007
Hollow Brook Wealth Management
New York
$16M +$489K +1,136 +3%
RCA
2008
Resonant Capital Advisors
Wisconsin
$16M +$675K +1,569 +4%
HCA
2009
Horan Capital Advisors
Ohio
$16M -$147K -341 -0.9%
WA
2010
WBH Advisory
Maryland
$15.9M -$173K -401 -1%
RWA
2011
Roberts Wealth Advisors
California
$15.9M +$219K +527 +1%
AF
2012
Ally Financial
Michigan
$15.9M +$13.8M +32,000 +640%
TWM
2013
TLW Wealth Management
Florida
$15.9M -$92.5K -215 -0.6%
EBT
2014
Enterprise Bank & Trust
Massachusetts
$15.9M +$228K +529 +1%
WKWM
2015
Walter & Keenan Wealth Management
Indiana
$15.9M +$46K +107 +0.3%
PWP
2016
Pursue Wealth Partners
California
$15.9M +$2.58M +6,003 +19%
HIP
2017
Harrell Investment Partners
Texas
$15.8M -$343K -798 -2%
CCWA
2018
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M +$1.57M +3,654 +11%
BCA
2019
Bay Colony Advisors
Massachusetts
$15.8M +$316K +735 +2%
UWM
2020
Udine Wealth Management
Florida
$15.8M +$297K +690 +2%
EIM
2021
Ervin Investment Management
Washington
$15.8M -$221K -513 -1%
SAM
2022
Selway Asset Management
$15.8M -$21.5K -50 -0.1%
NIP
2023
Nicholas Investment Partners
California
$15.7M -$1.35M -3,148 -8%
MS
2024
Marshall & Sullivan
Washington
$15.7M -$262K -608 -2%
PGA
2025
Portland Global Advisors
Maine
$15.7M +$125K +290 +0.8%