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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
2501
Capital Advisors Wealth Management
Washington
$10.3M +$715K +1,600 +7%
LI
2502
Louisbourg Investments
New Brunswick, Canada
$10.3M -$37.6K -100 -0.4%
WMP
2503
Wealth Management Partners
Arizona
$10.3M -$59.9K -134 -0.6%
TCG
2504
Transcendent Capital Group
Oklahoma
$10.3M -$118K -263 -1%
EIM
2505
Essex Investment Management
Massachusetts
$10.2M -$1.18M -2,643 -10%
WDC
2506
Woodward Diversified Capital
California
$10.2M +$698K +1,562 +7%
LSC
2507
Lesa Sroufe & Co
Washington
$10.2M
APIM
2508
Agate Pass Investment Management
Washington
$10.2M +$24.1K +54 +0.2%
SIM
2509
Studio Investment Management
Illinois
$10.2M +$217K +486 +2%
DRD
2510
Dennis R. Delaney
$10.2M -$249K -557 -2%
GCM
2511
Graham Capital Management
Connecticut
$10.2M -$26.9M -60,133 -73%
SP
2512
Stablepoint Partners
Massachusetts
$10.2M -$708K -1,658 -6%
EWM
2513
EPG Wealth Management
Georgia
$10.2M -$9.03M -21,471 Closed
AIA
2514
Alera Investment Advisors
Illinois
$10.2M +$3.55M +7,933 +54%
CCM
2515
Chaney Capital Management
Washington
$10.2M -$140K -313 -1%
CWAG
2516
Compton Wealth Advisory Group
Virginia
$10.2M +$272K +608 +3%
VFA
2517
Voya Financial Advisors
Connecticut
$10.1M +$343K +758 +4%
OBGC
2518
O'Brien Greene & Co
Pennsylvania
$10.1M +$642K +1,436 +7%
HKIMG
2519
Hutchens & Kramer Investment Management Group
Indiana
$10.1M -$126K -276 -1%
FG
2520
Foster Group
Iowa
$10.1M +$336K +751 +3%
CFO
2521
CVA Family Office
Colorado
$10.1M +$198K +442 +2%
FC
2522
Forte Capital
New York
$10.1M -$35.8K -80 -0.4%
HWP
2523
Highline Wealth Partners
California
$10.1M +$335K +749 +3%
OIS
2524
Okabena Investment Services
Minnesota
$10.1M +$64.8K +145 +0.6%
SAM
2525
Secure Asset Management
Michigan
$10.1M +$2.53M +5,664 +34%