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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 %
JC
2301
JB Capital
Connecticut
$12M +$528K +1,228 +5%
WPW
2302
Warther Private Wealth
Ohio
$12M -$3.19M -7,407 -21%
BWA
2303
Blodgett Wealth Advisors
California
$12M -$654K -1,520 -5%
BIMC
2304
Benson Investment Management Company
Virginia
$12M -$25K -58 -0.2%
EFMC
2305
Empire Financial Management Company
New York
$12M -$665K -1,545 -5%
BGDI
2306
BW Gestao de Investimentos
Brazil
$12M +$3.18M +7,400 +36%
CAM
2307
Councilmark Asset Management
Tennessee
$12M
EAM
2308
Evanson Asset Management
California
$12M -$432K -1,003 -3%
KFP
2309
Keystone Financial Planning
Ohio
$11.9M
PAMG
2310
Patton Albertson Miller Group
Tennessee
$11.9M -$60.7K -141 -0.5%
TCOO
2311
Trust Company of Oklahoma
Oklahoma
$11.9M -$539K -1,252 -4%
WCM
2312
Westend Capital Management
California
$11.9M +$211K +490 +2%
AT
2313
Arlington Trust
Alabama
$11.9M +$34K +79 +0.3%
SCM
2314
SOL Capital Management
Maryland
$11.9M -$393K -913 -3%
BIM
2315
Breakwater Investment Management
Washington
$11.9M +$98.1K +228 +0.8%
LIM
2316
Loudon Investment Management
New Hampshire
$11.8M -$62.8K -146 -0.5%
V
2317
VeraBank
Texas
$11.8M +$59K +137 +0.5%
CCFM
2318
Clear Creek Financial Management
Washington
$11.8M +$249K +579 +2%
OCM
2319
Once Capital Management
New York
$11.8M
GSB
2320
Greenfield Savings Bank
Massachusetts
$11.8M +$74K +172 +0.6%
BKA
2321
Brick & Kyle Associates
Pennsylvania
$11.8M -$246K -576 -2%
SFI
2322
SPC Financial Inc
Maryland
$11.7M +$506K +1,177 +5%
OC
2323
Oarsman Capital
Wisconsin
$11.7M +$265K +616 +2%
SCP
2324
Sandhill Capital Partners
New York
$11.7M +$313K +728 +3%
WA1
2325
Wimmer Associates 1
California
$11.7M -$68.4K -159 -0.6%