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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 %
TSWM
3476
Tyler-Stone Wealth Management
Ohio
$4.4M -$84.5K -189 -2%
KFA
3477
Kapstone Financial Advisors
Ohio
$4.39M +$198K +443 +5%
BFA
3478
Beacon Financial Advisory
Ohio
$4.39M +$450K +1,006 +11%
HIG
3479
Herr Investment Group
Texas
$4.37M
EB
3480
Exchange Bank
California
$4.37M -$291K -652 -6%
BWM
3481
BlackDiamond Wealth Management
New York
$4.37M +$522K +1,297 +14%
PTCG
3482
Pring Turner Capital Group
California
$4.36M +$68.4K +153 +2%
IF
3483
Integrity Financial
Wyoming
$4.36M -$7.15K -16 -0.2%
LFS
3484
Leibman Financial Services
Nebraska
$4.36M +$4.47K +10 +0.1%
AWA
3485
Alta Wealth Advisors
Massachusetts
$4.36M +$53.6K +120 +1%
LPAM
3486
Lodestar Private Asset Management
California
$4.36M +$234K +524 +6%
CRA
3487
Clear Rock Advisors
Texas
$4.34M +$38.9K +87 +0.9%
ACA
3488
Affinity Capital Advisors
California
$4.34M -$8.94K -20 -0.2%
EN1L
3489
Engine No 1 LLC
California
$4.34M -$4.19M -9,366 -49%
WCAMG
3490
Woodard & Company Asset Management Group
North Carolina
$4.33M +$38.9K +87 +0.9%
CWA
3491
Clarity Wealth Advisors
California
$4.33M -$97K -217 -2%
SAM
3492
Satovsky Asset Management
New York
$4.32M -$59.4K -133 -1%
RC
3493
RBO & Co
California
$4.32M
PIM
3494
Pullen Investment Management
Florida
$4.32M +$15.2K +34 +0.4%
SFA
3495
Source Financial Advisors
New York
$4.31M -$263K -589 -6%
AIFAIM
3496
American Institute for Advanced Investment Management
Arizona
$4.31M +$18.3K +41 +0.4%
MWM
3497
Massachusetts Wealth Management
Massachusetts
$4.31M +$11.2K +25 +0.3%
IIA
3498
Integral Investment Advisors
California
$4.3M +$210K +464 +5%
FCM
3499
Fairbanks Capital Management
California
$4.3M +$70.2K +157 +2%
BC
3500
Barrett & Company
Rhode Island
$4.29M -$15.6K -35 -0.4%