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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 %
CPSC
2726
Carl P. Sherr & Co
Massachusetts
$8.47M +$12.1K +27 +0.1%
CAS
2727
Coppell Advisory Solutions
Texas
$8.47M +$8.47M +18,941 New
EWM
2728
Evermay Wealth Management
Virginia
$8.46M -$63.5K -142 -0.7%
MAA
2729
Mraz Amerine & Associates
California
$8.46M -$174K -389 -2%
PC
2730
Promethos Capital
Massachusetts
$8.43M +$4.86M +10,870 +136%
AIM
2731
Aspen Investment Management
Michigan
$8.43M +$54.1K +121 +0.6%
MW
2732
MBL Wealth
North Carolina
$8.43M -$61.7K -138 -0.7%
FFA
2733
Fortune Financial Advisors
Kansas
$8.42M +$391K +875 +5%
HWA
2734
HHM Wealth Advisors
Tennessee
$8.4M +$689K +1,542 +9%
PCH
2735
PGIM Custom Harvest
New Jersey
$8.38M +$1.34M +2,995 +19%
MA
2736
McBroom & Associates
Nevada
$8.37M +$105K +234 +1%
PWA
2737
Provenance Wealth Advisors
Florida
$8.37M +$44.2K +99 +0.5%
NG
2738
NWK Group
California
$8.36M -$6.7K -15 -0.1%
NWM
2739
Northcape Wealth Management
New York
$8.36M +$130K +290 +2%
CWP
2740
Core Wealth Partners
California
$8.36M +$11.2K +25 +0.1%
WFI
2741
West Family Investments
California
$8.35M +$183K +409 +2%
BSI
2742
Bennett Selby Investments
Maine
$8.34M +$93.9K +210 +1%
AI
2743
Accredited Investors
Minnesota
$8.34M +$206K +461 +3%
FUBT
2744
First United Bank & Trust
Maryland
$8.31M -$95.6K -214 -1%
EB
2745
Emprise Bank
Kansas
$8.3M -$204K -456 -2%
RAM
2746
Riggs Asset Management
Pennsylvania
$8.3M -$18.8K -42 -0.2%
APG
2747
Abacus Planning Group
South Carolina
$8.29M +$792K +1,773 +11%
MFC
2748
Mechanics Financial Corp
Ohio
$8.28M -$27.3K -61 -0.3%
SL
2749
SFM LLC
New Hampshire
$8.28M -$215K -481 -3%
AGP
2750
Autumn Glory Partners
Texas
$8.27M +$129K +288 +2%