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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 %
RCWM
2626
Royal Capital Wealth Management
Indiana
$8.67M +$166K +395 +2%
TC
2627
Taika Capital
Florida
$8.67M -$404K -960 -4%
AA
2628
Alta Advisers
United Kingdom
$8.67M +$42.1K +100 +0.5%
WIC
2629
Wilkins Investment Counsel
Massachusetts
$8.66M +$6.55M +15,565 +310%
AIM
2630
Aurora Investment Managers
Florida
$8.66M -$494K -1,174 -5%
WAOTB
2631
Wealth Advisors of Tampa Bay
Florida
$8.63M -$241K -573 -3%
FCT
2632
First Community Trust
Iowa
$8.63M +$472K +1,121 +6%
NPP
2633
New Potomac Partners
Maryland
$8.59M -$291K -691 -3%
HNW
2634
High Note Wealth
Minnesota
$8.59M +$381K +906 +5%
ARC
2635
Advisor Resource Council
Texas
$8.58M -$2.09M -5,565 -20%
CIP
2636
Capital Insight Partners
Arizona
$8.58M +$84.1K +200 +1%
BMA
2637
Brooks Moore & Associates
Tennessee
$8.57M -$50.5K -120 -0.6%
BHBT
2638
Burke & Herbert Bank & Trust
Virginia
$8.56M -$1.22M -2,896 -12%
TF
2639
Trek Financial
Arizona
$8.56M +$149K +353 +2%
CGA
2640
Crescent Grove Advisors
Illinois
$8.56M +$405K +962 +5%
CFP
2641
Cascade Financial Partners
California
$8.55M +$8.55M +20,273 New
AWC
2642
Abundance Wealth Counselors
Pennsylvania
$8.55M -$185K -440 -2%
WE
2643
Wealth Effects
Massachusetts
$8.53M -$221K -525 -3%
SNBOSD
2644
Security National Bank of So Dak
Iowa
$8.5M -$152K -362 -2%
IP
2645
Intellectus Partners
California
$8.5M -$298K -709 -3%
GCIM
2646
Gunn & Company Investment Management
Florida
$8.5M -$92.3M -219,461 -92%
FCA
2647
FLC Capital Advisors
California
$8.48M +$91.3K +217 +1%
FZCM
2648
Flynn Zito Capital Management
New York
$8.47M +$4.23M +10,060 +100%
RFWA
2649
RPg Family Wealth Advisory
Massachusetts
$8.47M +$73.6K +175 +0.9%
WP
2650
WealthPLAN Partners
Nebraska
$8.46M -$532K -1,264 -6%