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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 %
CRIG
3926
Charter Research & Investment Group
Connecticut
$2.59M +$23.1K +55 +0.9%
TWM
3927
Tanager Wealth Management
United Kingdom
$2.59M +$23.6K +56 +0.9%
HGWM
3928
Horst & Graben Wealth Management
Oregon
$2.58M +$767K +1,824 +42%
WIM
3929
Warwick Investment Management
Texas
$2.58M +$929K +2,209 +56%
SPWG
3930
Sage Private Wealth Group
Illinois
$2.58M -$40.8K -97 -2%
SWM
3931
Seed Wealth Management
Illinois
$2.58M -$34K -80 -1%
GIM
3932
Guild Investment Management
California
$2.58M +$152K +362 +6%
NWM
3933
NRI Wealth Management
California
$2.58M +$1.68K +4 +0.1%
ZC
3934
Zeit Capital
Colorado
$2.57M -$295K -700 -10%
UIA
3935
Ulland Investment Advisors
Minnesota
$2.57M +$790K +1,877 +44%
RWM
3936
Revisor Wealth Management
Ohio
$2.57M +$960K +2,413 +60%
GWP
3937
Gen-Wealth Partners
Michigan
$2.57M +$2.57M +6,104 New
PWP
3938
Phillips Wealth Planners
Mississippi
$2.56M -$15.8K -38 -0.6%
CCWM
3939
Correct Capital Wealth Management
Missouri
$2.56M +$273K +650 +12%
SA
3940
SRN Advisors
Pennsylvania
$2.55M +$61.4K +146 +2%
NJIM
3941
Nabity-Jensen Investment Management
Nebraska
$2.54M -$27.3K -65 -1%
TWM
3942
Triton Wealth Management
Arizona
$2.53M +$135K +331 +6%
TAM
3943
Tealwood Asset Management
Minnesota
$2.53M -$20.2K -48 -0.8%
VFM
3944
Viking Fund Management
North Dakota
$2.52M
IWS
3945
Integrity Wealth Solutions
Colorado
$2.52M +$136K +323 +6%
CIS
3946
Custom Index Systems
New York
$2.52M +$82.9K +197 +3%
EWA
3947
ERTS Wealth Advisors
Michigan
$2.52M -$58.9K -140 -2%
XSC
3948
X-Square Capital
Puerto Rico
$2.51M +$1.54M +3,782 +158%
CGF
3949
Constant Guidance Financial
Massachusetts
$2.51M +$354K +840 +16%
HP
3950
Holistic Planning
Texas
$2.49M +$28.2K +67 +1%