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Microsoft

5,186 hedge funds and large institutions have $2.21T invested in Microsoft in 2024 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 2,216 increasing their positions, 2,423 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,186
Holders Change
+17
Holders Change %
+0.33%
% of All Funds
75.17%
Holding in Top 10
2,937
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+1.87%
% of All Funds
42.57%
New
195
Increased
2,216
Reduced
2,423
Closed
104
Calls
$42.4B
Puts
$45.6B
Net Calls
-$3.2B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
2476
Modern Wealth Management
Kansas
$9.93M +$6.57M +15,613 +196%
RWP
2477
Revolve Wealth Partners
New Jersey
$9.92M +$436K +1,036 +5%
PCM
2478
Poehling Capital Management
Wisconsin
$9.92M -$47.1K -112 -0.5%
RFA
2479
Resurgent Financial Advisors
Georgia
$9.91M +$281K +669 +3%
RCA
2480
Riverview Capital Advisers
Massachusetts
$9.91M -$70.7K -168 -0.7%
TSM
2481
Two Star Manager
Florida
$9.88M
EWA
2482
Encompass Wealth Advisors
Oregon
$9.86M +$12.6K +30 +0.1%
LCM
2483
Leisure Capital Management
California
$9.84M +$81.6K +194 +0.8%
CA
2484
Centerpoint Advisors
Massachusetts
$9.83M -$94.2K -224 -0.9%
DRD
2485
Dennis R. Delaney
$9.83M -$165K -392 -2%
TRIA
2486
Trail Ridge Investment Advisors
Colorado
$9.83M +$23.1K +55 +0.2%
BEC
2487
Blue Edge Capital
Virginia
$9.82M +$238K +566 +2%
AFWM
2488
AMJ Financial Wealth Management
Virginia
$9.8M +$1.26K +3 +0%
LI
2489
Louisbourg Investments
New Brunswick, Canada
$9.8M -$518K -1,455 -5%
BIA
2490
Beacon Investment Advisors
Maryland
$9.78M +$115K +274 +1%
AC
2491
Annandale Capital
Texas
$9.78M +$421 +1 +0%
PSB
2492
Piscataqua Savings Bank
New Hampshire
$9.77M -$187K -445 -2%
AAG
2493
Armstrong Advisory Group
Massachusetts
$9.77M
DCM
2494
DGS Capital Management
New Jersey
$9.77M +$1.36M +3,227 +16%
TCG
2495
Transcendent Capital Group
Oklahoma
$9.76M +$53K +126 +0.5%
ACM
2496
Ayrshire Capital Management
Connecticut
$9.73M -$332K -789 -3%
KOC
2497
Koss-Olinger Consulting
Florida
$9.73M +$8.09M +19,223 +493%
CP
2498
Canopy Partners
Ohio
$9.72M +$959K +2,280 +11%
WMP
2499
Wealth Management Partners
Arizona
$9.72M +$170K +403 +2%
CCM
2500
Chaney Capital Management
Washington
$9.7M -$592K -1,407 -6%