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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 %
AAP
3326
Ardsley Advisory Partners
Connecticut
$4.83M +$1.26M +3,000 +35%
LWM
3327
LongView Wealth Management
Georgia
$4.83M -$79.1K -188 -2%
TA
3328
Tectonic Advisors
Texas
$4.82M -$209K -496 -4%
DRS
3329
Deane Retirement Strategies
Louisiana
$4.82M +$3.81M +9,062 +380%
NG
3330
Northstar Group
New York
$4.81M +$207K +493 +5%
SPWG
3331
Syntegra Private Wealth Group
Missouri
$4.81M +$573K +1,362 +14%
PWSG
3332
Pacific Wealth Strategies Group
California
$4.81M +$37K +88 +0.8%
BFG
3333
Bouchey Financial Group
New York
$4.8M +$33.2K +79 +0.7%
APM
3334
Advanced Portfolio Management
New York
$4.79M +$135K +320 +3%
RAM
3335
Redmond Asset Management
Virginia
$4.79M -$80.8K -192 -2%
PWM
3336
Proathlete Wealth Management
Florida
$4.78M -$43.8K -104 -0.9%
JCM
3337
JAT Capital Management
Connecticut
$4.78M -$30.5M -72,504 -86%
MLA
3338
MB, Levis & Associates
Pennsylvania
$4.76M -$11.8K -28 -0.2%
SWM
3339
StoneCrest Wealth Management
Arizona
$4.76M -$86.2K -205 -2%
ZP
3340
Zimmer Partners
New York
$4.75M
RB
3341
Renasant Bank
Mississippi
$4.75M +$184K +437 +4%
IAG
3342
Investment Advisory Group
Massachusetts
$4.74M +$106K +253 +2%
SSW
3343
Smith Shellnut Wilson
Mississippi
$4.74M -$37K -88 -0.8%
MSCM
3344
McElhenny Sheffield Capital Management
Texas
$4.74M -$8.84K -21 -0.2%
LBWM
3345
Left Brain Wealth Management
Illinois
$4.73M +$196K +465 +4%
FSG
3346
Financial Strategies Group
Michigan
$4.73M +$661K +1,551 +16%
CWA
3347
CM Wealth Advisors
Ohio
$4.72M +$390K +953 +9%
HC
3348
Hamilton Capital
Ohio
$4.72M -$52.2K -124 -1%
DBRC
3349
D.B. Root & Company
Pennsylvania
$4.72M -$126K -299 -3%
CWS
3350
Cypress Wealth Services
California
$4.71M +$563K +1,338 +14%