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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 %
EFG
3101
Ethos Financial Group
Pennsylvania
$5.82M +$82.2K +195 +1%
TWM
3102
Trueblood Wealth Management
Ohio
$5.82M +$50.1K +119 +0.9%
LA
3103
Lifeworks Advisors
Michigan
$5.82M +$775K +1,841 +15%
FAP
3104
Financial Advisory Partners
Florida
$5.82M -$765K -1,818 -12%
AFG
3105
ABLE Financial Group
Arizona
$5.81M -$613K -1,457 -10%
BDFN
3106
Bond & Devick Financial Network
Minnesota
$5.8M -$86.7K -206 -1%
NERM
3107
New England Research & Management
Illinois
$5.8M -$6.73K -16 -0.1%
GTAM
3108
Global Trust Asset Management
Florida
$5.8M -$585K -1,391 -9%
LF
3109
LifeSteps Financial
California
$5.79M +$5.05K +12 +0.1%
CFAM
3110
Center For Asset Management
Florida
$5.79M +$352K +837 +6%
BIA
3111
Benchmark Investment Advisors
Illinois
$5.79M +$31.1K +74 +0.5%
SP
3112
Successful Portfolios
Florida
$5.78M -$157K -374 -3%
HSWM
3113
Hubbell Strickland Wealth Management
Louisiana
$5.78M -$134K -318 -2%
RCM
3114
Requisite Capital Management
Texas
$5.78M -$28.6K -68 -0.5%
FMTCOCP
3115
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.78M -$1.41M -3,354 -20%
ML
3116
McAdam LLC
Pennsylvania
$5.77M -$1.26M -2,985 -18%
ORC
3117
O'Rourke & Company
Massachusetts
$5.76M +$126K +299 +2%
AMIM
3118
Aull & Monroe Investment Management
Alabama
$5.76M
SFG
3119
Sovereign Financial Group
Connecticut
$5.76M +$328K +779 +6%
EL
3120
EWA LLC
Pennsylvania
$5.74M +$1.49M +3,593 +35%
HA
3121
Harfst & Associates
Wyoming
$5.74M -$355K -844 -6%
BRG
3122
Bay Rivers Group
Virginia
$5.73M -$133K -317 -2%
HFM
3123
Hartford Funds Management
Pennsylvania
$5.72M +$587K +1,395 +11%
PP
3124
Patron Partners
Texas
$5.72M -$115K -274 -2%
AWA
3125
Aletheian Wealth Advisors
Washington
$5.72M +$2.14M +5,097 +60%