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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 %
SFS
2401
Summit Financial Strategies
Ohio
$10.8M +$525K +1,220 +5%
OFS
2402
OMC Financial Services
New York
$10.8M
CBB
2403
Citizens Business Bank
California
$10.8M -$238K -553 -2%
KC
2404
Kingfisher Capital
North Carolina
$10.8M -$306K -712 -3%
PCM
2405
Prelude Capital Management
New York
$10.8M +$3.65M +8,484 +51%
TCM
2406
Tandem Capital Management
New Jersey
$10.8M -$217K -504 -2%
GWMIA
2407
Global Wealth Management Investment Advisory
Florida
$10.8M +$364K +846 +3%
NAAA
2408
New Age Alpha Advisors
New York
$10.8M +$3.24M +7,536 +43%
EFSCE
2409
Enterprise Financial Services Corp (EFSC)
Missouri
$10.8M -$253K -588 -2%
HA
2410
Hamel Associates
New Jersey
$10.8M -$488K -1,133 -4%
SSA
2411
Sierra Summit Advisors
Nevada
$10.8M +$1.17M +2,714 +12%
CRI
2412
Commonwealth Retirement Investments
Virginia
$10.8M +$142K +331 +1%
PS
2413
Pennant Select
New Jersey
$10.8M
CLCM
2414
Center Lake Capital Management
Florida
$10.8M
CCP
2415
Crocodile Capital Partners
Germany
$10.8M
HAM
2416
Honeycomb Asset Management
New York
$10.8M +$10.8M +25,000 New
OPFM
2417
Optimus Prime Fund Management
Cayman Islands
$10.8M +$10.8M +25,000 New
IRAG
2418
Investment Research & Advisory Group
Georgia
$10.7M +$1.72K +4 +0%
AGWCA
2419
Annis Gardner Whiting Capital Advisors
Florida
$10.7M +$553K +1,284 +5%
CSD
2420
Clear Street Derivatives
New York
$10.7M -$4.1M -9,536 -28%
UAG
2421
United Advisor Group
Ohio
$10.7M +$2.99M +6,950 +39%
FPTW
2422
Franklin, Parlapiano, Turner & Welch
Texas
$10.7M -$62K -144 -0.6%
CE
2423
Cornerstone Enterprises
Wisconsin
$10.7M +$673K +1,563 +7%
MSFS
2424
Main Street Financial Solutions
Pennsylvania
$10.7M -$1.33M -3,100 -11%
DWM
2425
Drive Wealth Management
Utah
$10.7M +$137K +318 +1%