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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 %
RWPA
3501
Richard W. Paul & Associates
Michigan
$4.28M +$49.2K +110 +1%
CBT
3502
CoreFirst Bank & Trust
Kansas
$4.28M -$130K -290 -3%
CFSG
3503
Clark Financial Services Group
Missouri
$4.28M +$7.6K +17 +0.2%
MAC
3504
Mason & Associates (California)
California
$4.28M +$359K +803 +9%
BTWM
3505
Brass Tax Wealth Management
Ohio
$4.28M +$392K +876 +10%
IIL
3506
Insight Inv LLC
California
$4.27M +$80.5K +180 +2%
MFG
3507
Midwest Financial Group
Kansas
$4.25M +$135K +303 +3%
IAP
3508
Indie Asset Partners
Indiana
$4.24M +$126K +283 +3%
RRCM
3509
Rappaport Reiches Capital Management
Illinois
$4.24M -$911K -2,039 -18%
LK
3510
Lumbard & Kellner
New Hampshire
$4.22M -$102K -228 -2%
TWM
3511
TMD Wealth Management
Arizona
$4.22M -$100K -224 -2%
PIA
3512
Pinion Investment Advisors
Kansas
$4.22M -$120K -269 -3%
NP
3513
Ninepoint Partners
Ontario, Canada
$4.21M +$433K +969 +11%
TAM
3514
Titleist Asset Management
Texas
$4.21M +$488K +1,092 +13%
PWM
3515
Partnership Wealth Management
Maryland
$4.21M +$1.44M +3,217 +52%
FWM
3516
Focused Wealth Management
New York
$4.21M
AWAP
3517
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.21M -$19.7K -44 -0.5%
OWA
3518
Opal Wealth Advisors
New York
$4.2M -$347K -777 -8%
FAM
3519
Flaharty Asset Management
Florida
$4.2M -$11.2K -25 -0.3%
HP
3520
HT Partners
Connecticut
$4.19M -$14.7K -33 -0.4%
BSG
3521
Black Swift Group
Colorado
$4.18M +$907K +2,029 +28%
AR
3522
Apeiron RIA
Texas
$4.18M +$4.92K +11 +0.1%
AWM
3523
Accel Wealth Management
Iowa
$4.17M +$1.02M +2,292 +33%
PFP
3524
Paragon Financial Partners
California
$4.17M -$32.2K -72 -0.8%
IWM
3525
Iams Wealth Management
Nebraska
$4.17M +$649K +1,453 +18%