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 %
SCI
3026
Stableford Capital II
Arizona
$6.16M +$2.1K +5 +0%
AFCM
3027
Alta Fox Capital Management
Texas
$6.14M -$2.9M -6,900 -32%
LAM
3028
Lewis Asset Management
California
$6.14M +$26.9K +64 +0.4%
TFM
3029
TFC Financial Management
Massachusetts
$6.13M -$120K -285 -2%
AIMA
3030
Ables Iannone Moore & Associates
Georgia
$6.13M -$84.1K -200 -1%
PWM
3031
Palumbo Wealth Management
New York
$6.13M +$44.2K +105 +0.7%
3IP
3032
3Chopt Investment Partners
Virginia
$6.12M +$324K +771 +6%
SOS
3033
Silver Oak Securities
Tennessee
$6.12M -$1.69M -4,021 -22%
PWMG
3034
Pinnacle Wealth Management Group
Michigan
$6.11M +$85.8K +204 +1%
WW
3035
Waterfront Wealth
Kansas
$6.11M +$143K +349 +2%
CFA
3036
Capstone Financial Advisors
Illinois
$6.11M -$32.4K -77 -0.5%
AWP
3037
Accretive Wealth Partners
New Jersey
$6.11M +$748K +1,839 +14%
SHFA
3038
SC&H Financial Advisors
Maryland
$6.11M -$346K -822 -5%
CWA
3039
Consilium Wealth Advisory
Texas
$6.1M +$172K +409 +3%
GEM
3040
Global Endowment Management
North Carolina
$6.1M +$591K +1,405 +11%
ACM
3041
Aljian Capital Management
Nevada
$6.1M -$316K -751 -5%
CGFA
3042
Colton Groome Financial Advisors
North Carolina
$6.09M +$119K +284 +2%
FNBOH
3043
First National Bank of Hutchinson
Kansas
$6.09M +$62.3K +148 +1%
WA
3044
Waddell & Associates
Tennessee
$6.09M -$409K -973 -6%
LC
3045
Lakehouse Capital
Australia
$6.09M -$2.14M -5,092 -26%
ESBC
3046
E.S. Barr & Co
Kentucky
$6.09M -$231K -548 -4%
RW
3047
Rockport Wealth
Ohio
$6.08M +$6.08M +14,446 New
AWM
3048
Aberdeen Wealth Management
Illinois
$6.08M +$90K +214 +2%
TPM
3049
Triasima Portfolio Management
Quebec, Canada
$6.08M -$880K -2,092 -13%
HC
3050
Hourglass Capital
Texas
$6.07M +$7.99K +19 +0.1%