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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 %
MTWM
3226
Masso Torrence Wealth Management
New Jersey
$5.3M -$252K -599 -5%
COLIM
3227
City of London Investment Management
United Kingdom
$5.3M -$5.07M -12,050 -49%
LRIA
3228
Leonard Rickey Investment Advisors
Washington
$5.29M -$166K -394 -3%
HI
3229
Hudock Inc
Pennsylvania
$5.29M +$53K +126 +1%
GPWA
3230
Great Point Wealth Advisors
Massachusetts
$5.29M -$233K -554 -4%
NPFS
3231
Novak & Powell Financial Services
Florida
$5.27M -$29.5K -70 -0.6%
SIG
3232
Spinnaker Investment Group
California
$5.27M +$137K +326 +3%
D
3233
Diversified
Delaware
$5.26M -$97.6K -232 -2%
HGERS
3234
Householder Group Estate & Retirement Specialist
Arizona
$5.26M +$202K +479 +4%
CMANY
3235
Capital Management Associates (New York)
New York
$5.25M -$146K -348 -3%
OWA
3236
One Wealth Advisors
California
$5.23M +$451K +1,071 +9%
Q
3237
QVR
California
$5.22M +$5.22M +12,398 New
AIC
3238
Archer Investment Corporation
Indiana
$5.21M +$70.7K +168 +1%
SLA
3239
Silver Lake Advisory
Utah
$5.21M +$21.9K +52 +0.4%
FA
3240
Faithward Advisors
Pennsylvania
$5.21M +$2.58M +6,124 +98%
WAS
3241
Wealth Advisory Solutions
Indiana
$5.19M -$219K -521 -4%
CP
3242
Covenant Partners
Tennessee
$5.19M
KF
3243
KKM Financial
Illinois
$5.19M -$234K -556 -4%
ONST
3244
Old North State Trust
North Carolina
$5.18M +$5.18M +12,305 New
Fuller & Thaler Asset Management
3245
Fuller & Thaler Asset Management
California
$5.17M -$187K -445 -3%
SAMC
3246
Spectrum Asset Management (California)
California
$5.17M +$37.4K +89 +0.7%
RFA
3247
Register Financial Advisors
Georgia
$5.16M +$1M +2,388 +24%
HS
3248
HighVista Strategies
Massachusetts
$5.16M -$926K -2,200 -15%
EFL
3249
ERn Financial LLC
Wisconsin
$5.15M +$73.6K +175 +1%
EAM
3250
Empirical Asset Management
Massachusetts
$5.15M +$3.74M +18,403 +266%