MSFT icon

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 %
RW
3651
Rede Wealth
Virginia
$3.48M +$49.6K +118 +1%
HFS
3652
Heritage Financial Services
Massachusetts
$3.47M +$113K +268 +3%
BG
3653
Benedetti & Gucer
Georgia
$3.47M -$73.6K -175 -2%
WKSWA
3654
White Knight Strategic Wealth Advisors
New Jersey
$3.47M -$101K -240 -3%
FDDB
3655
Fidelity D&D Bancorp
Pennsylvania
$3.47M +$186K +443 +6%
VCWA
3656
Vanguard Capital Wealth Advisors
Colorado
$3.47M +$21.9K +52 +0.6%
CSWM
3657
Cassady Schiller Wealth Management
Ohio
$3.46M +$387K +920 +13%
BMM
3658
Berkshire Money Management
Massachusetts
$3.46M +$3.46M +8,233 New
OWM
3659
Opes Wealth Management
California
$3.46M +$6.73K +16 +0.2%
BMCM
3660
Burns Matteson Capital Management
New York
$3.46M +$211K +502 +7%
BBP
3661
Banco BTG Pactual
Brazil
$3.45M -$4.49M -10,663 -57%
PA
3662
Parkside Advisors
California
$3.45M +$4.21K +10 +0.1%
GCA
3663
Genesee Capital Advisors
New York
$3.44M +$7.15K +17 +0.2%
NCM
3664
New Capital Management
Texas
$3.43M -$2.02M -4,800 -37%
LA
3665
Lane & Associates
New Jersey
$3.43M -$16.8K -40 -0.5%
PCS
3666
Private Client Services
Kentucky
$3.43M +$1.57M +3,732 +85%
BWM
3667
Birchcreek Wealth Management
Ohio
$3.43M +$88.4K +210 +3%
ACM
3668
AUA Capital Management
Pennsylvania
$3.43M -$33.7K -80 -1%
SAMT
3669
Select Asset Management & Trust
Pennsylvania
$3.42M -$126K -300 -4%
RIM
3670
Rockbridge Investment Management
New York
$3.42M -$2.1K -5 -0.1%
RI
3671
Ridgewood Investments
New Jersey
$3.41M -$27.3K -65 -0.8%
PFA
3672
Peak Financial Advisors
Colorado
$3.41M +$668K +1,587 +24%
DI
3673
Dalton Investments
Nevada
$3.41M
BSAM
3674
Blue Square Asset Management
New York
$3.4M -$90.5K -215 -3%
RPCA
3675
Running Point Capital Advisors
California
$3.4M -$876K -2,083 -21%