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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 %
GAMC
3576
Garner Asset Management Corp
Texas
$3.75M +$144K +343 +4%
EWM
3577
Evergreen Wealth Management
Michigan
$3.75M
EWA
3578
Evolution Wealth Advisors
Florida
$3.75M +$118K +281 +3%
FFA
3579
Fi3 Financial Advisors
Indiana
$3.74M +$388K +954 +12%
TIM
3580
Tortoise Investment Management
New York
$3.73M +$28.2K +67 +0.8%
NFA
3581
Northern Financial Advisors
Michigan
$3.73M -$42.9K -102 -1%
SWM
3582
Salvus Wealth Management
New Jersey
$3.73M +$162K +385 +5%
ICM
3583
Islay Capital Management
Texas
$3.73M +$103K +244 +3%
WFG
3584
Wormser Freres Gestion
France
$3.72M -$115K -267 -3%
COCM
3585
Charter Oak Capital Management
New Hampshire
$3.72M +$371K +883 +11%
HFA
3586
High Falls Advisors
New York
$3.72M +$220K +524 +6%
MFG
3587
Monte Financial Group
Connecticut
$3.72M -$98K -233 -3%
IA
3588
IAM Advisory
Pennsylvania
$3.72M -$284K -676 -7%
DCM
3589
Delta Capital Management
New Jersey
$3.72M
BFA
3590
Beacon Financial Advisory
Ohio
$3.71M +$93K +221 +3%
PS
3591
Portfolio Strategies
New York
$3.71M +$2.05M +4,879 +124%
MA
3592
MKT Advisors
California
$3.71M +$339K +802 +10%
SFG
3593
Sunburst Financial Group
Alabama
$3.71M -$129K -304 -3%
TFO
3594
Tarbox Family Office
California
$3.7M +$221K +526 +6%
MAC
3595
Mason & Associates (California)
California
$3.69M +$403K +958 +12%
OWG
3596
Oxford Wealth Group
Florida
$3.69M +$3.69M +8,770 New
BWG
3597
Boomfish Wealth Group
Georgia
$3.68M -$380K -903 -9%
LB
3598
Legacy Bridge
Iowa
$3.68M -$1.68K -4 -0%
GB
3599
Goepper Burkhardt
South Carolina
$3.67M +$374K +901 +11%
RPCONE
3600
Retirement Planning Company of New England
Rhode Island
$3.67M -$663K -1,576 -15%