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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
3801
SFG Wealth Management
Maryland
$3.19M -$35.8K -80 -1%
EWP
3802
Elevation Wealth Partners
California
$3.19M +$8.49K +19 +0.3%
GL
3803
Gerber LLC
Ohio
$3.19M +$7.15K +16 +0.2%
GFG
3804
Goldstone Financial Group
Illinois
$3.19M +$729K +1,632 +30%
DA
3805
Detalus Advisors
Missouri
$3.19M +$211K +472 +7%
NIA
3806
NIA Impact Advisors
California
$3.19M +$237K +531 +8%
MF
3807
Montis Financial
Massachusetts
$3.18M -$154K -345 -5%
E3F
3808
Eight 31 Financial
Texas
$3.18M -$11.6K -26 -0.4%
WFA
3809
WMG Financial Advisors
Tennessee
$3.18M +$641K +1,435 +25%
PWM
3810
Pinnacle Wealth Management
California
$3.18M -$67.9K -152 -2%
OAS
3811
Optivise Advisory Services
Tennessee
$3.17M +$3.17M +7,101 New
CWM
3812
Cranbrook Wealth Management
Michigan
$3.17M +$989K +2,214 +45%
WGCA
3813
Wolf Group Capital Advisors
Virginia
$3.17M +$666K +1,489 +27%
TCM
3814
TD Capital Management
Tennessee
$3.17M +$12.5K +28 +0.4%
DF
3815
DecisionPoint Financial
Arizona
$3.16M -$11.7K -28 -0.4%
LC
3816
Lavaca Capital
Texas
$3.16M +$33.1K +74 +1%
ITB
3817
Idaho Trust Bank
Idaho
$3.16M +$763K +1,707 +32%
JWM
3818
Jessup Wealth Management
Ohio
$3.16M -$63K -141 -2%
OW
3819
Olistico Wealth
Oklahoma
$3.15M +$42.9K +96 +1%
SPWG
3820
Sage Private Wealth Group
Illinois
$3.15M +$400K +896 +15%
OFA
3821
Onyx Financial Advisors
Idaho
$3.14M -$4.47K -10 -0.1%
CAM
3822
Creekmur Asset Management
Illinois
$3.14M +$232K +519 +8%
AP
3823
Arlington Partners
Alabama
$3.14M -$141K -315 -4%
NWA
3824
New World Advisors
Massachusetts
$3.13M +$22.3K +50 +0.7%
OCM
3825
Olstein Capital Management
New York
$3.13M