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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 %
FA
3551
Fiducient Advisors
Illinois
$3.84M +$983K +2,336 +34%
UW
3552
Unique Wealth
Florida
$3.83M +$696K +1,655 +22%
LFA
3553
Laraway Financial Advisors
Minnesota
$3.83M -$21K -50 -0.5%
PHAM
3554
Palisades Hudson Asset Management
Florida
$3.83M -$26.5K -63 -0.7%
DG
3555
DMC Group
Alabama
$3.83M +$361K +858 +10%
CSWG
3556
Cardinal Strategic Wealth Guidance
Kentucky
$3.82M -$287K -681 -7%
TC
3557
Truvestments Capital
Florida
$3.81M -$539K -1,282 -12%
KAM
3558
Knightsbridge Asset Management
California
$3.81M
IIA
3559
Integral Investment Advisors
California
$3.81M +$2.66M +6,300 +231%
IVP
3560
Intrinsic Value Partners
Arizona
$3.8M -$155K -368 -4%
IFS
3561
Ifrah Financial Services
Arkansas
$3.8M -$797K -1,895 -17%
BBA
3562
Braun-Bostich & Associates
Pennsylvania
$3.8M -$362K -860 -9%
AGAM
3563
Audent Global Asset Management
California
$3.79M +$636K +1,512 +20%
EBWM
3564
Eagle Bluffs Wealth Management
Missouri
$3.79M +$841 +2 +0%
SWMP
3565
Signature Wealth Management Partners
New Jersey
$3.78M -$520K -1,235 -12%
BCMLT
3566
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.78M +$212K +504 +6%
DCM
3567
Dimension Capital Management
Florida
$3.78M +$165K +391 +5%
SEP
3568
Southland Equity Partners
Missouri
$3.77M +$290K +689 +8%
CWMU
3569
Caliber Wealth Management (Utah)
Utah
$3.77M -$40.4K -96 -1%
AWP
3570
Abacus Wealth Partners
California
$3.77M -$37.9K -90 -1%
CHA
3571
Cooper/Haims Advisors
New York
$3.76M +$1.13M +2,692 +43%
LWM
3572
LJI Wealth Management
Indiana
$3.76M -$161K -383 -4%
CWM
3573
Campbell Wealth Management
Virginia
$3.76M +$1.18M +2,803 +46%
FWP
3574
Falcon Wealth Planning
California
$3.76M +$30.3K +72 +0.8%
AIC
3575
Argus Investors Counsel
New York
$3.76M -$128K -304 -3%