MSFT icon

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 %
WAG
2501
Winthrop Advisory Group
Massachusetts
$9.69M -$382K -908 -4%
FCAS
2502
First Command Advisory Services
Texas
$9.67M +$121K +287 +1%
ZF
2503
Zega Financial
Florida
$9.66M -$775K -1,842 -7%
SPC
2504
Stony Point Capital
New York
$9.66M
GWMIA
2505
Global Wealth Management Investment Advisory
Florida
$9.66M +$287K +683 +3%
SF
2506
Slagle Financial
Illinois
$9.65M -$5.85M -13,909 -38%
AI
2507
AXS Investments
New York
$9.65M +$1.36M +3,242 +16%
AC
2508
Allstate Corporation
Illinois
$9.64M -$281K -668 -3%
NFSG
2509
Newbridge Financial Services Group
Florida
$9.63M -$277K -658 -3%
CA
2510
CV Advisors
Florida
$9.63M +$2.13M +5,074 +28%
FIM
2511
Freedom Investment Management
Connecticut
$9.62M +$310K +736 +3%
LSC
2512
Lesa Sroufe & Co
Washington
$9.62M -$1.26M -3,006 -12%
CFMC
2513
Curbstone Financial Management Corp
New Hampshire
$9.6M -$316K -750 -3%
QPWM
2514
Quadrant Private Wealth Management
Pennsylvania
$9.6M -$36.2K -86 -0.4%
CE
2515
Cornerstone Enterprises
Wisconsin
$9.6M +$2.43M +5,735 +34%
APIM
2516
Agate Pass Investment Management
Washington
$9.59M -$20.2K -48 -0.2%
MLA
2517
My Legacy Advisors
Oregon
$9.58M +$337K +802 +4%
HCM
2518
Hengehold Capital Management
Ohio
$9.57M +$31.6K +75 +0.3%
RFN
2519
RDA Financial Network
Iowa
$9.57M +$196K +467 +2%
BCPWM
2520
Bradley & Co Private Wealth Management
Florida
$9.56M -$876K -2,083 -8%
PAWA
2521
Palo Alto Wealth Advisors
California
$9.54M -$2.37M -5,636 -20%
FC
2522
Forte Capital
New York
$9.54M -$244K -579 -2%
DOA
2523
D'Orazio & Associates
Virginia
$9.53M +$2.35M +5,590 +33%
HKIMG
2524
Hutchens & Kramer Investment Management Group
Indiana
$9.52M +$23.4K +55 +0.2%
FFG
2525
Frisch Financial Group
New York
$9.51M -$2.14M -5,083 -18%