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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 %
CCM
3976
Check Capital Management
California
$2.42M -$42.1K -100 -2%
CC
3977
Cypress Capital
Tennessee
$2.41M -$30.3K -72 -1%
LSA
3978
Lansing Street Advisors
Pennsylvania
$2.41M +$491K +1,167 +26%
IFS
3979
Intelligent Financial Strategies
Minnesota
$2.41M
EFA
3980
Edge Financial Advisors
Illinois
$2.41M +$2.41M +5,724 New
FCG
3981
Fielder Capital Group
Tennessee
$2.4M -$56K -133 -2%
MWM
3982
MorganRosel Wealth Management
Colorado
$2.4M -$10.5K -25 -0.4%
PFS
3983
Prospect Financial Services
New York
$2.4M +$422K +1,004 +21%
OCPWS
3984
One Charles Private Wealth Services
Massachusetts
$2.39M +$181K +430 +8%
WFA
3985
WMG Financial Advisors
Tennessee
$2.39M +$281K +667 +13%
TPWM
3986
Twelve Points Wealth Management
Massachusetts
$2.38M -$71.1K -169 -3%
CWM
3987
Cherrydale Wealth Management
New Jersey
$2.38M +$372K +884 +19%
NF
3988
Norwood Financial
Pennsylvania
$2.38M -$61K -145 -3%
BBPWM
3989
Blue Bell Private Wealth Management
Pennsylvania
$2.38M +$37.9K +90 +2%
TBC
3990
Ted Buchan & Co
California
$2.37M +$142K +337 +6%
PFA
3991
Professional Financial Advisors
Nebraska
$2.37M -$111K -265 -4%
HIM
3992
Hanlon Investment Management
New Jersey
$2.37M +$193K +459 +9%
PPA
3993
Painted Porch Advisors
California
$2.37M +$277K +658 +13%
SWP
3994
Summit Wealth Partners
Florida
$2.37M -$82K -195 -3%
AWMG
3995
Alliance Wealth Management Group
New Jersey
$2.37M +$465K +1,106 +24%
RW
3996
RVW Wealth
California
$2.36M -$113K -269 -5%
4WM
3997
49 Wealth Management
Texas
$2.36M +$338K +795 +17%
AWM
3998
Abound Wealth Management
Tennessee
$2.36M +$5.89K +14 +0.3%
MIM
3999
Macroview Investment Management
Maryland
$2.36M +$29K +69 +1%
GCM
4000
Glaxis Capital Management
Florida
$2.36M +$1.26M +3,000 +115%