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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
3001
Global Financial Private Client
Florida
$6.73M +$23.7K +53 +0.4%
PWM
3002
Palumbo Wealth Management
New York
$6.73M +$226K +505 +3%
CWM
3003
Concentrum Wealth Management
California
$6.73M +$164K +368 +3%
FA
3004
Financial Advisors
Massachusetts
$6.72M -$2.84M -6,358 -30%
AAA
3005
Adams Asset Advisors
Texas
$6.72M -$31.3K -70 -0.5%
GCM
3006
Glynn Capital Management
California
$6.71M
NRC
3007
New Republic Capital
North Carolina
$6.71M +$788K +1,764 +13%
MC
3008
Metavasi Capital
New York
$6.7M +$6.7M +15,000 New
BHA
3009
Beech Hill Advisors
New York
$6.69M -$127K -284 -2%
ML
3010
McAdam LLC
Pennsylvania
$6.68M +$549K +1,229 +9%
CIA
3011
Citadel Investment Advisory
Ohio
$6.68M
V
3012
ViaWealth
Kansas
$6.67M -$10.7K -24 -0.2%
QT
3013
Quantbot Technologies
New York
$6.66M -$2.98M -6,672 -31%
AIA
3014
Angeles Investment Advisors
California
$6.66M +$1.33M +2,984 +25%
EPW
3015
Evergreen Private Wealth
Colorado
$6.65M +$99.7K +223 +2%
CCM
3016
Connective Capital Management
California
$6.64M -$1.55M -3,461 -19%
SFG
3017
Sovereign Financial Group
Connecticut
$6.63M +$519K +1,162 +8%
CWA
3018
Consilium Wealth Advisory
Texas
$6.63M +$146K +327 +2%
NCFG
3019
New Century Financial Group
New Jersey
$6.62M +$1.39M +3,103 +26%
LA
3020
LexAurum Advisors
Kansas
$6.62M -$136K -305 -2%
VWM
3021
VCI Wealth Management
Missouri
$6.61M +$3.3M +7,391 +100%
SHFA
3022
SC&H Financial Advisors
Maryland
$6.6M +$112K +251 +2%
HIC
3023
Harvey Investment Company
Kentucky
$6.6M -$73.3K -164 -1%
CGFA
3024
Colton Groome Financial Advisors
North Carolina
$6.6M +$121K +271 +2%
SRC
3025
Sage Rhino Capital
California
$6.59M -$413K -925 -6%