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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 %
OWA
3451
Opal Wealth Advisors
New York
$4.28M -$292K -695 -6%
HIM
3452
Hillsdale Investment Management
Ontario, Canada
$4.28M +$54.7K +130 +1%
BBNB
3453
Baker Boyer National Bank
Washington
$4.27M -$189K -450 -4%
NJBEST
3454
New Jersey Better Educational Savings Trust
New Jersey
$4.26M
PBT
3455
Pictet Bank & Trust
Bahamas
$4.26M -$455K -1,087 -10%
UOC
3456
UBS O'Connor
Illinois
$4.24M -$6.33M -15,045 -60%
PWM
3457
Peterson Wealth Management
Nevada
$4.24M +$723K +1,718 +21%
WAM
3458
WealthTrust Asset Management
Florida
$4.24M +$1.09M +2,588 +35%
SFC
3459
Swisher Financial Concepts
Ohio
$4.22M +$851 +2 +0%
LC
3460
Landaas & Company
Wisconsin
$4.22M +$41.2K +98 +1%
TSWM
3461
Tyler-Stone Wealth Management
Ohio
$4.22M +$234K +557 +6%
CA
3462
Carson Advisory
Georgia
$4.2M +$58.1K +138 +1%
TSW
3463
Three Seasons Wealth
Utah
$4.2M +$968K +2,296 +30%
CSC
3464
Caldwell Sutter Capital
California
$4.19M -$180K -428 -4%
EFA
3465
Evernest Financial Advisors
Indiana
$4.19M -$489K -1,225 -10%
CIG
3466
Cascade Investment Group
Colorado
$4.18M
PMSA
3467
Patrick M. Sweeney & Associates
Illinois
$4.18M +$1.68K +4 +0%
CWA
3468
Clarity Wealth Advisors
California
$4.17M +$134K +318 +3%
1WM
3469
1900 Wealth Management
Texas
$4.16M -$1.35M -3,218 -25%
CBT
3470
CoreFirst Bank & Trust
Kansas
$4.15M -$116K -275 -3%
OAM
3471
Oak Asset Management
California
$4.15M -$33.7K -80 -0.8%
VAM
3472
Vienna Asset Management
California
$4.14M +$720K +1,713 +21%
PPWM
3473
Perissos Private Wealth Management
Oklahoma
$4.13M +$4.13M +9,821 New
CCM
3474
Conway Capital Management
California
$4.12M +$147K +350 +4%
HIG
3475
Herr Investment Group
Texas
$4.12M +$53K +126 +1%