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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 %
PTP
2026
Platform Technology Partners
New York
$15.7M -$175K -406 -1%
CIAS
2027
Capital Investment Advisory Services
North Carolina
$15.7M +$206K +479 +1%
LA
2028
LM Advisors
California
$15.7M +$157K +364 +1%
RRA
2029
Round Rock Advisors
Connecticut
$15.7M +$86.9K +202 +0.6%
AI
2030
Atom Investors
Texas
$15.7M +$8.65M +20,100 +123%
MYIA
2031
Mount Yale Investment Advisors
Colorado
$15.7M -$4.23M -9,819 -21%
VBFG
2032
Vishria Bird Financial Group
Tennessee
$15.7M -$32.7K -76 -0.2%
SLG
2033
Stanley-Laman Group
Pennsylvania
$15.6M -$567K -1,318 -4%
SFP
2034
Shepherd Financial Partners
Massachusetts
$15.6M +$155K +361 +1%
OGC
2035
Oak Grove Capital
New Hampshire
$15.6M +$2.98M +6,919 +24%
PAM
2036
Pegasus Asset Management
New York
$15.6M -$470K -1,093 -3%
DIM
2037
DLK Investment Management
California
$15.5M +$890K +2,068 +6%
PFU
2038
Parus Finance (UK)
United Kingdom
$15.5M -$5.92M -13,753 -28%
MPIM
2039
McGinn Penninger Investment Management
Virginia
$15.5M -$8.61K -20 -0.1%
CPC
2040
Consolidated Planning Corp
Georgia
$15.5M +$878K +2,041 +6%
BWM
2041
BNC Wealth Management
Oregon
$15.4M +$361K +838 +2%
MCCP
2042
Mission Creek Capital Partners
California
$15.4M +$156K +363 +1%
PAIM
2043
Punch & Associates Investment Management
Minnesota
$15.4M -$70.6K -164 -0.5%
SIM
2044
Sentry Investment Management
Wisconsin
$15.4M +$1.11M +2,586 +8%
WP
2045
Westmount Partners
California
$15.4M +$1.44M +3,357 +10%
FCA
2046
Fortis Capital Advisors
Kansas
$15.4M +$342K +795 +2%
4WM
2047
44 Wealth Management
Oregon
$15.4M +$15.4M +36,211 New
AWCI
2048
Alpine Woods Capital Investors
New York
$15.4M -$3.04M -7,277 -17%
BONH
2049
Bank of New Hampshire
New Hampshire
$15.4M -$316K -735 -2%
IAM
2050
Impact Asset Management
$15.4M +$15.4M +35,676 New