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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
3401
Prentice Wealth Management
New York
$4.75M +$21K +47 +0.4%
MS
3402
Madden Securities
Texas
$4.75M -$24.6K -55 -0.5%
CIA
3403
Cascade Investment Advisors
Oregon
$4.75M +$20.1K +45 +0.4%
SIC
3404
Samalin Investment Counsel
New York
$4.74M -$24.1K -54 -0.5%
UW
3405
Unique Wealth
Florida
$4.74M +$666K +1,489 +16%
GSWM
3406
Greenup Street Wealth Management
Michigan
$4.73M -$618K -1,382 -12%
RA
3407
Rational Advisors
New York
$4.73M -$42K -94 -0.9%
JWA
3408
JFS Wealth Advisors
Pennsylvania
$4.73M -$191K -427 -4%
FA
3409
FDx Advisors
Illinois
$4.73M -$14.6M -32,675 -76%
FB
3410
First Bancorp
Maine
$4.72M -$157K -351 -3%
NEAM
3411
New England Asset Management
Connecticut
$4.71M -$1.19M -2,670 -20%
EWA
3412
Evolution Wealth Advisors
Florida
$4.71M +$722K +1,613 +18%
RIM
3413
RW Investment Management
Idaho
$4.71M -$278K -623 -6%
ACM
3414
Arcataur Capital Management
Wisconsin
$4.71M -$11.2K -25 -0.2%
SFB
3415
STAR Financial Bank
Indiana
$4.7M -$500K -1,118 -10%
PW
3416
Peninsula Wealth
California
$4.69M -$13.2K -29 -0.3%
AFS
3417
Access Financial Services
Minnesota
$4.69M -$9.39K -21 -0.2%
SWMG
3418
Signature Wealth Management Group
Georgia
$4.68M +$98.3K +220 +2%
FSA
3419
Financial Sense Advisors
California
$4.68M +$39.8K +89 +0.9%
IWN
3420
Independent Wealth Network
Iowa
$4.68M -$100K -224 -2%
LGG
3421
Luts & Greenleigh Group
Maryland
$4.67M +$4.67M +10,450 New
SWA
3422
Strata Wealth Advisors
Texas
$4.66M +$30.8K +69 +0.7%
AC
3423
ASB Consultores
Florida
$4.66M -$2.93M -6,551 -39%
EWA
3424
Etesian Wealth Advisors
Oregon
$4.65M +$79.6K +178 +2%
PBT
3425
Pictet Bank & Trust
Bahamas
$4.65M +$125K +280 +3%