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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 %
MMHP
3201
Murphy Middleton Hinkle & Parker
Georgia
$5.41M -$243K -578 -4%
RW
3202
REDW Wealth
New Mexico
$5.41M -$207K -493 -4%
LIA
3203
LBMC Investment Advisors
Tennessee
$5.4M +$246K +584 +5%
JCM
3204
Jacobsen Capital Management
Utah
$5.39M +$125K +296 +2%
NRI
3205
NFP Retirement Inc
California
$5.39M +$129K +306 +2%
HCM
3206
Howard Capital Management
Georgia
$5.39M +$2.1K +5 +0%
VU
3207
Vanderbilt University
Tennessee
$5.38M +$1.64M +3,889 +44%
MFS
3208
Mirabella Financial Services
United Kingdom
$5.37M -$16M -37,962 -75%
FFA
3209
Florida Financial Advisors
Florida
$5.37M -$3.42M -8,134 -39%
HHAM
3210
HITE Hedge Asset Management
Massachusetts
$5.36M
SA
3211
SAM Advisors
California
$5.36M -$23.1K -55 -0.4%
SAW
3212
Signal Advisors Wealth
Michigan
$5.36M +$1.79M +4,243 +50%
RIM
3213
Reliant Investment Management
Tennessee
$5.35M +$28.6K +68 +0.5%
CAC
3214
Certified Advisory Corp
Florida
$5.35M +$78.3K +186 +1%
NLP
3215
Next Level Private
New York
$5.35M +$2.03M +4,817 +61%
HWM
3216
Horizon Wealth Management
Illinois
$5.35M +$431K +1,024 +9%
GC
3217
Gilbert & Cook
Iowa
$5.35M +$444K +1,055 +9%
MFWP
3218
Mosaic Family Wealth Partners
Missouri
$5.35M -$8.69M -20,657 -62%
WCA
3219
Waypoint Capital Advisors
Minnesota
$5.34M +$169K +401 +3%
IPAM
3220
Investment Partners Asset Management
New Jersey
$5.34M -$113K -269 -2%
CFG
3221
Carr Financial Group
Massachusetts
$5.34M +$606K +1,440 +13%
LIG
3222
Lokken Investment Group
Delaware
$5.34M -$841 -2 -0%
EGA
3223
E&G Advisors
Texas
$5.32M +$102K +242 +2%
GAA
3224
Guardian Asset Advisors
Pennsylvania
$5.32M +$228K +541 +4%
IF
3225
Ironwood Financial
Arizona
$5.31M +$31.1K +74 +0.6%