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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 %
BAM
3776
BOS Asset Management
Illinois
$3.04M +$83.3K +198 +3%
TA
3777
TrueWealth Advisors
Alabama
$3.04M +$75.3K +179 +3%
SWM
3778
SFG Wealth Management
Maryland
$3.04M +$8.41K +20 +0.3%
AWS
3779
Aspen Wealth Strategies
Colorado
$3.04M -$305K -724 -9%
JWM
3780
Jessup Wealth Management
Ohio
$3.03M +$113K +268 +4%
PCMF
3781
Private Capital Management (Florida)
Florida
$3.03M -$107K -255 -3%
NIWA
3782
New Insight Wealth Advisors
California
$3.03M +$32K +76 +1%
FSC
3783
Full Sail Capital
Oklahoma
$3.03M -$116K -276 -4%
FP
3784
Fiduciary Planning
Florida
$3.02M +$690K +1,640 +30%
CM
3785
CastleKnight Management
New York
$3.02M -$1.22M -2,900 -29%
APWM
3786
Atlas Private Wealth Management
New York
$3.01M -$60.2K -143 -2%
SCP
3787
Silverleafe Capital Partners
Tennessee
$3.01M +$87.1K +207 +3%
CFO
3788
Collective Family Office
Pennsylvania
$3.01M +$272K +647 +10%
EHWM
3789
Eads & Heald Wealth Management
Georgia
$3.01M -$392K -931 -12%
E3F
3790
Eight 31 Financial
Texas
$3.01M +$417K +991 +16%
FWM
3791
Fonville Wealth Management
Virginia
$3M +$1.31M +3,120 +78%
GL
3792
Gerber LLC
Ohio
$3M -$602K -1,431 -17%
EWP
3793
Elevation Wealth Partners
California
$3M -$828K -1,969 -22%
WFA
3794
WestHill Financial Advisors
California
$3M -$144K -343 -5%
TC
3795
Trust Company
Kansas
$2.99M -$276K -656 -8%
CBOR
3796
Community Bank of Raymore
Missouri
$2.99M +$38.3K +91 +1%
BWM
3797
BCS Wealth Management
Tennessee
$2.98M +$29.4K +70 +1%
MWM
3798
Mascoma Wealth Management
New Hampshire
$2.98M -$88.8K -211 -3%
FIBT
3799
First International Bank & Trust
North Dakota
$2.97M -$251K -597 -8%
TCM
3800
TD Capital Management
Tennessee
$2.97M +$28.2K +67 +1%