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 %
LC
2926
Legacy CG
Texas
$6.65M -$379K -901 -5%
HIIFS
2927
Harel Insurance Investments & Financial Services
Israel
$6.65M -$127M -302,018 -95%
BI
2928
Ballast Inc
Kentucky
$6.65M +$48.4K +115 +0.7%
HBW
2929
Hazlett, Burt & Watson
West Virginia
$6.65M +$313K +745 +5%
OC
2930
Opinicus Capital
Florida
$6.64M -$63.1K -150 -0.9%
VIP
2931
Vista Investment Partners
Oklahoma
$6.64M +$179K +425 +3%
PCH
2932
PGIM Custom Harvest
New Jersey
$6.63M +$1.57M +3,721 +31%
CA
2933
Capital Advantage
California
$6.61M -$52.1K -126 -0.8%
SRC
2934
Sage Rhino Capital
California
$6.6M -$73.2K -174 -1%
AA
2935
Addison Advisors
Vermont
$6.59M +$79.5K +189 +1%
CTC
2936
Cetera Trust Company
Minnesota
$6.58M -$191K -455 -3%
SDWIA
2937
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.57M -$124K -295 -2%
DA
2938
Dillon & Associates
Michigan
$6.57M -$8K -19 -0.1%
FA
2939
Financial Avengers
California
$6.57M +$241K +568 +4%
AWM
2940
Aviso Wealth Management
Washington
$6.57M -$17.7K -42 -0.3%
WA
2941
WP Advisors
California
$6.55M +$2.73M +6,500 +72%
SWM
2942
Sugarloaf Wealth Management
Georgia
$6.55M +$68.6K +163 +1%
WAM
2943
WNY Asset Management
New York
$6.55M -$85.4K -203 -1%
FPF
2944
First Pacific Financial
Washington
$6.55M -$85K -202 -1%
GWM
2945
Gray Wealth Management
Maine
$6.55M -$9.26K -22 -0.1%
PA
2946
Pineridge Advisors
Missouri
$6.53M -$561K -1,333 -8%
SGCA
2947
Steel Grove Capital Advisors
Tennessee
$6.53M +$821K +1,952 +14%
WG
2948
Watchman Group
Texas
$6.52M -$20.6K -49 -0.3%
BBWA
2949
Bell & Brown Wealth Advisors
California
$6.52M -$649K -1,543 -9%
ADIM
2950
Alpha DNA Investment Management
Maryland
$6.5M -$153K -364 -2%