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 %
BLC
2226
Brown, Lisle/Cummings
Rhode Island
$12.9M +$544K +1,265 +4%
BIP
2227
Blueprint Investment Partners
North Carolina
$12.8M -$3.31M -7,694 -20%
FRA
2228
Front Row Advisors
California
$12.8M -$524K -1,217 -4%
RCA
2229
Roberts Capital Advisors
Colorado
$12.8M
CIM
2230
Chapman Investment Management
California
$12.8M +$13.8K +32 +0.1%
BCM
2231
Barometer Capital Management
Ontario, Canada
$12.8M +$907K +2,107 +8%
PIA
2232
Perennial Investment Advisors
California
$12.8M -$18.5K -43 -0.1%
CFFP
2233
Center for Financial Planning
Michigan
$12.8M -$417K -968 -3%
WAG
2234
Winthrop Advisory Group
Massachusetts
$12.8M +$1.98M +4,595 +18%
TPW
2235
Transatlantique Private Wealth
New York
$12.8M -$256K -594 -2%
MFG
2236
Magnus Financial Group
New York
$12.8M +$193K +449 +2%
MRCM
2237
M&R Capital Management
New Jersey
$12.8M +$319K +742 +3%
GWM
2238
Glass Wealth Management
Texas
$12.8M +$209K +485 +2%
GCM
2239
Gibraltar Capital Management
Oklahoma
$12.7M +$272K +633 +2%
KFI
2240
Key Financial Inc
Pennsylvania
$12.7M +$41.3K +96 +0.3%
CCIA
2241
Cherry Creek Investment Advisors
Colorado
$12.7M +$32.3K +75 +0.3%
PAM
2242
Pinpoint Asset Management
Hong Kong
$12.7M -$22M -51,068 -63%
CC
2243
Callan Capital
California
$12.7M +$981K +2,279 +8%
OL
2244
Optas LLC
Texas
$12.6M +$816K +1,897 +7%
RPWA
2245
Regent Peak Wealth Advisors
Georgia
$12.6M -$25.8K -60 -0.2%
SPWM
2246
Schrum Private Wealth Management
Florida
$12.6M +$4.95M +11,501 +65%
VCP
2247
Vista Capital Partners
Oregon
$12.6M +$94.2K +219 +0.8%
EW
2248
Evexia Wealth
Wisconsin
$12.6M +$914K +2,233 +8%
ET
2249
Entropy Technologies
New York
$12.6M +$12.6M +29,272 New
CPA
2250
Cardiff Park Advisors
California
$12.6M -$594K -1,381 -5%