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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 %
WFAG
3176
Worth Financial Advisory Group
North Carolina
$5.54M +$160K +380 +3%
LAM
3177
Lummis Asset Management
Texas
$5.54M -$7.35M -17,467 -57%
TA
3178
TFB Advisors
Kansas
$5.53M +$920K +2,330 +20%
CWM
3179
Centurion Wealth Management
Virginia
$5.53M +$18.9K +45 +0.3%
EM
3180
ELCO Management
New York
$5.53M +$499K +1,185 +10%
AEPWM
3181
Atlantic Edge Private Wealth Management
Florida
$5.52M +$151K +358 +3%
WAC
3182
William Allan Corp
Colorado
$5.52M +$120K +285 +2%
AFAS
3183
Acorn Financial Advisory Services
Virginia
$5.51M -$1.28M -3,043 -19%
WOC
3184
West Oak Capital
California
$5.5M -$23.1K -55 -0.4%
CSB
3185
City State Bank
Iowa
$5.49M +$1.26K +3 +0%
CFIA
3186
Cantor Fitzgerald Investment Advisors
New York
$5.48M -$43.3K -103 -0.8%
GSIAS
3187
Garden State Investment Advisory Services
New Jersey
$5.48M +$504K +1,195 +10%
HNWAG
3188
High Net Worth Advisory Group
Florida
$5.47M +$488K +1,159 +10%
SDH
3189
Sloy Dahl & Holst
Washington
$5.47M +$16.4K +39 +0.3%
WPWM
3190
Western Pacific Wealth Management
Illinois
$5.47M +$154K +367 +3%
CYG
3191
Clean Yield Group
Vermont
$5.47M -$240K -570 -4%
SCA
3192
Sandy Cove Advisors
Massachusetts
$5.47M +$131K +312 +2%
VDBMI
3193
Van Den Berg Management I
Texas
$5.45M -$109K -260 -2%
IRC
3194
Investors Research Corp
Georgia
$5.45M -$115K -273 -2%
WFA
3195
Wellspring Financial Advisors
Ohio
$5.44M +$497K +1,181 +10%
BCFS
3196
Butensky & Cohen Financial Security
Florida
$5.44M -$484K -1,150 -8%
BW
3197
BIP Wealth
Georgia
$5.44M +$1M +2,382 +23%
AFA
3198
AA Financial Advisors
Ohio
$5.43M +$4.82M +11,468 +794%
WWM
3199
WJ Wealth Management
Arizona
$5.43M +$325K +772 +6%
CWM
3200
Cahaba Wealth Management
Georgia
$5.42M -$53.9K -128 -1%