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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 %
HFA
2801
Harbert Fund Advisors
Alabama
$7.47M +$1.63M +3,875 +28%
LWM
2802
Laidlaw Wealth Management
New York
$7.46M -$7.43M -17,669 -50%
OIA
2803
Optimum Investment Advisors
Illinois
$7.46M -$2.52K -6 -0%
BCG
2804
Breakwater Capital Group
New Jersey
$7.46M +$44.6K +106 +0.6%
SL
2805
Sonnipe Ltd
Isle Of Man
$7.45M
MC
2806
Mathes Company
New York
$7.45M -$186K -442 -2%
BAM
2807
Beaumont Asset Management
Texas
$7.45M +$73.2K +174 +1%
CG
2808
Castellan Group
Kentucky
$7.43M +$1.02M +2,414 +16%
TFA
2809
Transamerica Financial Advisors
Florida
$7.43M +$3.91M +9,281 +111%
RCA
2810
Ranch Capital Advisors
Florida
$7.43M -$9.68K -23 -0.1%
CG
2811
Corundum Group
Colorado
$7.42M -$207K -491 -3%
WA
2812
Wealth Architects
California
$7.41M -$12M -28,560 -62%
MWVC
2813
Morgens Waterfall Vintiadis & Co
New York
$7.4M -$421K -1,000 -5%
JGIA
2814
Jackson Grant Investment Advisers
Connecticut
$7.4M -$66.5K -158 -0.9%
UBG
2815
United Bank (Georgia)
Georgia
$7.4M -$72.4K -172 -1%
RFG
2816
RFP Financial Group
Georgia
$7.38M -$809K -1,922 -10%
AFG
2817
Allegheny Financial Group
Pennsylvania
$7.38M -$2.51M -5,958 -25%
AWM
2818
Adams Wealth Management
Utah
$7.37M +$2.46M +5,836 +50%
OFG
2819
Oxford Financial Group
Indiana
$7.37M +$204K +484 +3%
FBFS
2820
First Business Financial Services
Wisconsin
$7.37M -$148K -352 -2%
CLCM
2821
Center Lake Capital Management
Florida
$7.36M -$13.7M -32,500 -65%
CFS
2822
Commonwealth Financial Services
West Virginia
$7.35M
TVWM
2823
Tower View Wealth Management
Wisconsin
$7.35M -$134K -319 -2%
AM
2824
Atwater Malick
Pennsylvania
$7.35M +$690K +1,639 +10%
DWG
2825
Darden Wealth Group
Michigan
$7.35M +$695K +1,652 +10%