MSFT icon

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 %
AGM
2551
Alpine Global Management
New York
$9.78M +$9.78M +21,873 New
SFG
2552
Snider Financial Group
Washington
$9.77M +$242K +542 +3%
AWM
2553
Accurate Wealth Management
Florida
$9.77M +$1.24M +2,722 +14%
PL
2554
Parkwood LLC
Ohio
$9.77M -$8.77M -19,612 -47%
WIM
2555
WealthPlan Investment Management
Nebraska
$9.76M +$101K +225 +1%
SIAP
2556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.76M +$165K +370 +2%
PPWM
2557
Paragon Private Wealth Management
Kentucky
$9.75M +$2.98M +6,657 +44%
APW
2558
Austin Private Wealth
Texas
$9.75M +$328K +733 +3%
GAAM
2559
Guinness Atkinson Asset Management
California
$9.75M -$17.4K -39 -0.2%
SBCM
2560
Schwerin Boyle Capital Management
Massachusetts
$9.75M -$134K -300 -1%
ACGA
2561
Atlanta Consulting Group Advisors
Georgia
$9.75M +$353K +789 +4%
RCG
2562
Regatta Capital Group
California
$9.74M +$383K +858 +4%
HHGA
2563
Halbert Hargrove Global Advisors
California
$9.73M +$34K +76 +0.4%
ITFISA
2564
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.73M -$207K -463 -2%
APTFM
2565
AGUR Provident & Training Funds Management
Israel
$9.71M
HNW
2566
High Note Wealth
Minnesota
$9.69M +$566K +1,267 +6%
BAM
2567
Byrne Asset Management
New Jersey
$9.69M -$115K -253 -1%
PWA
2568
Phoenix Wealth Advisors
North Carolina
$9.69M +$75.5K +169 +0.8%
KWS
2569
Keystone Wealth Services
California
$9.68M +$257K +574 +3%
IP
2570
Investment Partners
Ohio
$9.68M +$27.3K +61 +0.3%
FZCM
2571
Flynn Zito Capital Management
New York
$9.67M +$674K +1,508 +7%
SC
2572
Solstein Capital
California
$9.65M -$161K -360 -2%
MIM
2573
Miller Investment Management
Pennsylvania
$9.63M +$4.2M +9,395 +77%
SIAG
2574
Signet Investment Advisory Group
Rhode Island
$9.63M -$131K -292 -1%
MWS
2575
Maxwell Wealth Strategies
California
$9.62M +$29.1K +65 +0.3%