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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 %
NAMNJ
3701
NorthStar Asset Management (New Jersey)
New Jersey
$3.3M +$37.4K +89 +1%
LL
3702
LWMG LLC
Minnesota
$3.3M -$192K -457 -6%
PBO
3703
Peoples Bank (Ohio)
Ohio
$3.29M -$122K -291 -4%
PMIA
3704
Patrick Mauro Investment Advisor
Illinois
$3.29M -$481K -1,144 -13%
WLG
3705
Williamson Legacy Group
Indiana
$3.29M +$27.8K +66 +0.9%
SCM
3706
Sterneck Capital Management
Missouri
$3.29M -$10.5K -25 -0.3%
LFS
3707
Legacy Financial Strategies
Kansas
$3.27M +$265K +631 +9%
WQ
3708
Wealth Quarterback
New Jersey
$3.26M -$37.9K -90 -1%
AIM
3709
Alhambra Investment Management
Florida
$3.25M -$216K -514 -6%
ICP
3710
Interchange Capital Partners
Pennsylvania
$3.25M -$69.1K -164 -2%
CWM
3711
Castle Wealth Management
Florida
$3.25M -$156K -371 -5%
FCMA
3712
Foresight Capital Management Advisors
Michigan
$3.24M +$93.4K +222 +3%
MAV
3713
Mason & Associates (Virginia)
Virginia
$3.24M +$3.24M +7,703 New
PEA
3714
Park Edge Advisors
Ohio
$3.24M +$438K +1,041 +16%
IF
3715
IRON Financial
Illinois
$3.24M -$196K -466 -6%
OWA
3716
Outlook Wealth Advisors
Texas
$3.23M -$34.1K -81 -1%
SIAG
3717
Safeguard Investment Advisory Group
California
$3.23M -$145K -345 -4%
NEWAS
3718
N.E.W. Advisory Services
Wisconsin
$3.23M +$60.6K +144 +2%
LAM
3719
Lakewood Asset Management
Illinois
$3.23M +$353K +840 +12%
SCA
3720
Southern Capital Advisors
Tennessee
$3.23M -$22.7K -54 -0.7%
PWM
3721
Power Wealth Management
Georgia
$3.22M -$332K -789 -9%
OFS
3722
Orrstown Financial Services
Pennsylvania
$3.21M -$116K -275 -3%
TA
3723
Townsend & Associates
Colorado
$3.21M -$124K -304 -4%
IWM
3724
Iams Wealth Management
Nebraska
$3.21M -$59.5K -146 -2%
LA
3725
Latitude Advisors
Florida
$3.21M +$178K +423 +6%