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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 %
FMP
3901
Financial Management Professionals
Texas
$2.67M -$32K -76 -1%
FCM
3902
Family Capital Management
Michigan
$2.67M +$28.6K +68 +1%
PG
3903
Prostatis Group
Maryland
$2.66M +$145K +345 +6%
WAG
3904
Wallace Advisory Group
California
$2.66M +$569K +1,514 +27%
FWI
3905
Facet Wealth Inc
Maryland
$2.66M +$395K +955 +17%
FNBSF
3906
First National Bank Sioux Falls
South Dakota
$2.66M
HS
3907
Horan Securities
United States
$2.66M -$53.4K -127 -2%
DCM
3908
Deuterium Capital Management
Florida
$2.65M
GFA
3909
Gallagher Fiduciary Advisors
Illinois
$2.65M +$58.5K +139 +2%
CCA
3910
Cottonwood Capital Advisors
Utah
$2.65M -$55.4K -134 -2%
CA
3911
Cortland Associates
Missouri
$2.64M +$1.68K +4 +0.1%
TWM
3912
Trevian Wealth Management
Massachusetts
$2.64M -$70.7K -168 -3%
RCM
3913
Rain Capital Management
Oregon
$2.64M +$51.7K +123 +2%
LWA
3914
Lantern Wealth Advisors
New York
$2.63M +$19.8K +47 +0.8%
PMG
3915
Private Management Group
California
$2.62M -$88.8K -211 -3%
KWA
3916
Kellett Wealth Advisors
Ohio
$2.62M +$14.7K +35 +0.6%
HFAS
3917
Hummer Financial Advisory Services
Illinois
$2.61M
IIM
3918
Ironwood Investment Management
Massachusetts
$2.61M +$468K +1,112 +22%
AF
3919
Aldebaran Financial
$2.61M +$15.1K +36 +0.6%
PWM
3920
Partnership Wealth Management
Maryland
$2.61M +$10.5K +25 +0.4%
IAG
3921
Investmark Advisory Group
Connecticut
$2.61M -$20.2K -48 -0.8%
PFA
3922
Petra Financial Advisors
Colorado
$2.6M +$424K +1,053 +19%
EGWAG
3923
Elwood & Goetz Wealth Advisory Group
Georgia
$2.6M +$81.6K +194 +3%
CG
3924
Clifford Group
Massachusetts
$2.59M +$3.37K +8 +0.1%
HWA
3925
Heartwood Wealth Advisors
Virginia
$2.59M -$2.95K -7 -0.1%