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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 %
PWMG
2326
Prestige Wealth Management Group
New Jersey
$11.7M -$327K -760 -3%
TSWM
2327
Triangle Securities Wealth Management
North Carolina
$11.7M -$412K -958 -3%
PM
2328
Penbrook Management
New York
$11.7M -$17.2K -40 -0.1%
KAS
2329
KPP Advisory Services
Kentucky
$11.7M -$94.7K -220 -0.8%
LMKC
2330
L.M. Kohn & Company
Ohio
$11.7M +$291K +676 +3%
FBC
2331
Fairfield, Bush & Co
Connecticut
$11.7M -$137K -318 -1%
BCP
2332
Bluegrass Capital Partners
Florida
$11.6M +$3.01M +7,000 +35%
OM
2333
OV Management
Minnesota
$11.6M +$476K +1,106 +4%
BCCM
2334
Bridge Creek Capital Management
Massachusetts
$11.6M -$121K -281 -1%
EML
2335
Eos Management LP
New York
$11.6M
DWP
2336
Destiny Wealth Partners
Florida
$11.6M -$1.71M -3,973 -13%
SCM
2337
Summerhill Capital Management
Ontario, Canada
$11.6M +$78.3K +182 +0.7%
AAG
2338
Armstrong Advisory Group
Massachusetts
$11.6M +$65K +151 +0.6%
ACGA
2339
Atlanta Consulting Group Advisors
Georgia
$11.6M +$2.17M +5,035 +23%
PP
2340
Paloma Partners
Connecticut
$11.5M +$11.5M +26,800 New
SMC
2341
Smith, Moore & Co
Missouri
$11.5M +$89.5K +208 +0.8%
SWA
2342
Sax Wealth Advisors
New Jersey
$11.5M +$1.06M +2,452 +10%
HR
2343
Hardy Reed
Mississippi
$11.5M +$257K +597 +2%
CCA
2344
Childress Capital Advisors
Texas
$11.5M +$174K +404 +2%
BA
2345
Ballast Advisors
Minnesota
$11.5M -$508K -1,181 -4%
PMFA
2346
Plante Moran Financial Advisors
Michigan
$11.5M +$126K +293 +1%
Members Trust
2347
Members Trust
Florida
$11.5M -$282K -656 -2%
FCMT
2348
Founders Capital Management (Texas)
Texas
$11.5M -$135K -313 -1%
PP
2349
Pegasus Partners
Wisconsin
$11.4M +$153K +355 +1%
CA
2350
CGN Advisors
Kansas
$11.4M +$766K +1,781 +7%