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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 %
WPA
3801
Winning Points Advisors
Florida
$2.97M
PFA
3802
Pettinga Financial Advisors
Indiana
$2.97M -$18.9K -45 -0.6%
XT
3803
XTX Topco
Cayman Islands
$2.97M +$2.97M +7,054 New
AWM
3804
Accel Wealth Management
Iowa
$2.96M +$319K +758 +12%
PWA
3805
Primoris Wealth Advisors
Florida
$2.96M +$104K +247 +4%
OFA
3806
Onyx Financial Advisors
Idaho
$2.96M +$14.7K +35 +0.5%
TWP
3807
Triad Wealth Partners
Kansas
$2.95M +$2.95M +7,017 New
CPM
3808
Connective Portfolio Management
New York
$2.95M
CP
3809
Castleview Partners
Texas
$2.95M +$2.1K +5 +0.1%
OCM
3810
Olstein Capital Management
New York
$2.95M -$1.47M -3,500 -33%
SFC
3811
SYM Financial Corp
Indiana
$2.94M -$1.43M -3,394 -33%
LC
3812
Lavaca Capital
Texas
$2.94M +$793K +1,885 +37%
LD
3813
Lipe & Dalton
New York
$2.94M +$4.21K +10 +0.1%
MLFP
3814
MPS Loria Financial Planners
Illinois
$2.93M -$193K -458 -6%
NWA
3815
New World Advisors
Massachusetts
$2.93M -$13K -31 -0.4%
CF
3816
Copperwynd Financial
Arizona
$2.93M +$411K +977 +16%
OCA
3817
Otter Creek Advisors
Florida
$2.92M +$2.52M +6,000 +632%
CGH
3818
CMG Global Holdings
Texas
$2.92M +$9.26K +22 +0.3%
OW
3819
Olistico Wealth
Oklahoma
$2.92M +$103K +244 +4%
PPWP
3820
Proquility Private Wealth Partners
Nevada
$2.92M -$324K -771 -10%
RCS
3821
Retirement Capital Strategies
California
$2.91M +$2.1K +5 +0.1%
TIM
3822
Tevis Investment Management
Texas
$2.91M +$63.5K +151 +2%
FA
3823
FF Advisors
California
$2.91M +$542K +1,288 +23%
CW
3824
Cook Wealth
North Carolina
$2.91M -$123K -309 -4%
AWA
3825
ARQ Wealth Advisors
Arizona
$2.91M +$167K +396 +6%