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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 %
SIC
2826
SFE Investment Counsel
California
$7.35M +$1.55M +3,695 +27%
CAL
2827
Capital Advisors Ltd
Ohio
$7.34M +$70.7K +168 +1%
PWS
2828
Peloton Wealth Strategists
Indiana
$7.33M -$69.4K -165 -0.9%
SRSA
2829
S.R. Schill & Associates
Washington
$7.32M -$11.4K -27 -0.2%
MCP
2830
Martin Capital Partners
Oregon
$7.31M -$213K -507 -3%
BGDI
2831
BW Gestao de Investimentos
Brazil
$7.31M -$3.06M -7,266 -29%
BCM
2832
Bienville Capital Management
New York
$7.31M -$403K -959 -5%
FIM
2833
Fernwood Investment Management
Massachusetts
$7.3M -$1.41M -3,591 -16%
ATIA
2834
American Trust Investment Advisors
New Hampshire
$7.29M -$124K -295 -2%
BZWA
2835
Blue Zone Wealth Advisors
California
$7.29M +$366K +870 +5%
TLP
2836
Trinity Legacy Partners
Texas
$7.28M -$2.62M -6,225 -26%
GBA
2837
Garrison Bradford & Associates
New York
$7.27M +$532K +1,265 +8%
HFRG
2838
Houlihan Financial Resource Group
Virginia
$7.27M +$125K +298 +2%
WFS
2839
Widmann Financial Services
Maryland
$7.26M +$34.5K +82 +0.5%
HWA
2840
HHM Wealth Advisors
Tennessee
$7.26M -$69.8K -166 -1%
OL
2841
Owen LaRue
Kentucky
$7.25M +$1.24M +2,948 +21%
WIC
2842
WealthBridge Investment Counsel
Alberta, Canada
$7.24M +$25.2K +60 +0.3%
BFS
2843
Burr Financial Services
California
$7.24M +$149K +364 +2%
OHIS
2844
Oak Harvest Investment Services
Texas
$7.24M +$1.54M +3,658 +27%
UAG
2845
United Advisor Group
Ohio
$7.23M -$2.79M -6,636 -28%
IGWM
2846
ICA Group Wealth Management
Colorado
$7.22M +$220K +522 +3%
AWM
2847
Aprio Wealth Management
Georgia
$7.22M +$1.22M +2,888 +20%
LI
2848
LRI Investments
Florida
$7.2M +$7.2M +17,119 New
EA
2849
Everpar Advisors
Oklahoma
$7.19M -$2.31M -5,492 -24%
MAG
2850
MRA Advisory Group
New Jersey
$7.18M +$166K +394 +2%