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 %
AA
2776
Apriem Advisors
California
$7.6M +$114K +272 +2%
BMC
2777
Beaton Management Company
Massachusetts
$7.6M -$80.4K -191 -1%
GHAM
2778
Gilman Hill Asset Management
Connecticut
$7.59M -$101K -239 -1%
CHP
2779
Cable Hill Partners
Oregon
$7.58M
MFG
2780
Mosaic Financial Group
Illinois
$7.56M +$7.56M +17,972 New
WR
2781
WD Rutherford
Oregon
$7.56M -$106K -252 -1%
FFA
2782
Fortune Financial Advisors
Kansas
$7.56M +$543K +1,291 +8%
BSA
2783
Bull Street Advisors
Georgia
$7.55M -$347K -824 -4%
BOM
2784
Bank of Marin
California
$7.55M -$2.08M -4,950 -22%
GA
2785
Gateway Advisory
New Jersey
$7.54M -$124K -295 -2%
WCFA
2786
Walkner Condon Financial Advisors
Wisconsin
$7.54M +$417K +990 +6%
SPWM
2787
Schrum Private Wealth Management
Florida
$7.53M +$1.44M +3,414 +24%
LAM
2788
Lynch Asset Management
Pennsylvania
$7.51M
PI
2789
Pettee Investors
Connecticut
$7.51M -$420K -999 -5%
AWM
2790
Accurate Wealth Management
Florida
$7.5M -$182K -456 -2%
AC
2791
Aristides Capital
Kentucky
$7.49M
AI
2792
Atom Investors
Texas
$7.49M +$1.72M +4,085 +30%
PAM
2793
Peninsula Asset Management
Florida
$7.49M +$2.52K +6 +0%
AIM
2794
Acropolis Investment Management
Missouri
$7.49M +$82.5K +196 +1%
HG
2795
Herbst Group
Connecticut
$7.49M -$842K -2,002 -10%
PFG
2796
Prosperity Financial Group
California
$7.49M +$478K +1,137 +7%
NFA
2797
Northwest Financial Advisors
Virginia
$7.49M -$103K -245 -1%
SPFA
2798
Summit Place Financial Advisors
New Jersey
$7.48M +$93.8K +223 +1%
USB
2799
Union Savings Bank
Connecticut
$7.48M +$31.1K +74 +0.4%
LWM
2800
Liberty Wealth Management
California
$7.47M +$89.2K +212 +1%