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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 %
GIM
3001
Guardian Investment Management
California
$6.29M +$389K +925 +7%
CIA
3002
Citadel Investment Advisory
Ohio
$6.29M -$32.4K -77 -0.5%
V
3003
ViaWealth
Kansas
$6.28M +$44.6K +106 +0.7%
DWM
3004
Darwin Wealth Management
Florida
$6.28M -$860K -2,044 -12%
HIC
3005
Harvey Investment Company
Kentucky
$6.28M +$24.4K +58 +0.4%
CMS
3006
Capital Market Strategies
Florida
$6.28M -$98.9K -235 -2%
VF
3007
Virtu Financial
New York
$6.26M +$2.72M +6,462 +77%
ASI
3008
Advisory Services & Investments
Oregon
$6.26M +$178K +422 +3%
SG
3009
Somerset Group
Minnesota
$6.25M -$2.47M -5,872 -28%
JE
3010
JMAC Enterprises
Pennsylvania
$6.25M +$32.4K +77 +0.5%
AIA
3011
Alera Investment Advisors
Illinois
$6.24M -$279K -662 -4%
AMBIA
3012
Allen Mooney & Barnes Investment Advisors
Georgia
$6.24M -$18M -42,016 -74%
SIC
3013
Sterling Investment Counsel
New York
$6.23M +$111K +264 +2%
CWM
3014
Centric Wealth Management
Illinois
$6.23M +$1.23M +3,150 +25%
WI
3015
WBI Investments
New Jersey
$6.23M -$580K -1,379 -9%
MPPW
3016
Mitchell & Pahl Private Wealth
Oklahoma
$6.22M -$81.6K -194 -1%
FHC
3017
First Heartland Consultants
Missouri
$6.22M +$260K +618 +4%
KCG
3018
Kinsale Capital Group
Virginia
$6.21M +$814K +1,936 +15%
GWA
3019
GGM Wealth Advisors
Maryland
$6.2M -$1.89M -4,433 -23%
IWM
3020
Integris Wealth Management
California
$6.19M -$74.9K -178 -1%
CWM
3021
Concentrum Wealth Management
California
$6.18M +$682K +1,621 +12%
ATWA
3022
Arbor Trust Wealth Advisors
Michigan
$6.17M +$150K +354 +2%
MWM
3023
Marion Wealth Management
Pennsylvania
$6.17M +$419K +995 +7%
KA
3024
Kerrisdale Advisers
Florida
$6.17M -$6.31K -15 -0.1%
EPW
3025
Evergreen Private Wealth
Colorado
$6.17M -$311K -740 -5%