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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 %
HWMG
2351
Hurlow Wealth Management Group
Indiana
$11.4M +$30.1K +70 +0.3%
MCM
2352
McDonough Capital Management
Florida
$11.4M +$190K +442 +2%
PCA
2353
Prosperity Capital Advisors
Ohio
$11.4M +$343K +797 +3%
UL
2354
Unionview LLC
Washington
$11.4M -$1.21M -2,808 -10%
AG
2355
Advocate Group
Minnesota
$11.3M -$904K -2,101 -7%
CCA
2356
Catalyst Capital Advisors
New York
$11.3M -$895K -2,081 -7%
MWM
2357
MGB Wealth Management
Texas
$11.3M -$788K -1,833 -7%
S
2358
SimplyRich
California
$11.3M
LF
2359
Lantz Financial
Illinois
$11.3M +$318K +738 +3%
CM
2360
Crestline Management
Texas
$11.3M +$6.46M +15,020 +133%
BFA
2361
Buttonwood Financial Advisors
Maryland
$11.3M -$46.9K -109 -0.4%
MCCA
2362
Mill Creek Capital Advisors
Pennsylvania
$11.3M -$1.32M -3,057 -10%
BIM
2363
Barton Investment Management
Pennsylvania
$11.3M
MA
2364
Mezzasalma Advisors
New Jersey
$11.3M +$180K +418 +2%
RWP
2365
Revolve Wealth Partners
New Jersey
$11.3M +$1.13M +2,636 +11%
SF
2366
Slagle Financial
Illinois
$11.3M +$723K +1,680 +7%
FCA
2367
FinTrust Capital Advisors
South Carolina
$11.2M +$309K +719 +3%
WTA
2368
Washington Trust Advisors
Massachusetts
$11.2M +$698K +1,623 +7%
LAIC
2369
Lederer & Associates Investment Counsel
California
$11.2M -$114K -264 -1%
EIA
2370
Eastover Investment Advisors
North Carolina
$11.2M -$1.08M -2,500 -9%
LCM
2371
Liberty Capital Management
Michigan
$11.2M -$1.72K -4 -0%
HIM
2372
Herald Investment Management
United Kingdom
$11.2M
TSM
2373
Two Star Manager
Florida
$11.2M +$1.07M +2,494 +11%
JFA
2374
JNBA Financial Advisors
Minnesota
$11.2M -$253K -587 -2%
SAM
2375
Secure Asset Management
Michigan
$11.1M +$1.46M +3,384 +15%