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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 %
GCP
4001
GSA Capital Partners
United Kingdom
$2.35M -$447K -1,063 -16%
EE
4002
EWG Elevate
California
$2.35M -$71.9K -171 -3%
KIG
4003
Kennedy Investment Group
New Jersey
$2.34M +$305K +725 +15%
CAM
4004
Campion Asset Management
Virginia
$2.34M +$12.2K +29 +0.5%
KWAG
4005
Kiely Wealth Advisory Group
North Carolina
$2.34M
MAM
4006
Mainsail Asset Management
Alabama
$2.34M +$1.68K +4 +0.1%
APW
4007
Aurora Private Wealth
New Jersey
$2.33M -$22K -52 -0.9%
SDAM
4008
Shulman DeMeo Asset Management
New York
$2.33M +$105K +249 +5%
TI
4009
Truepoint Inc
Ohio
$2.33M -$6.11M -14,522 -72%
1IA
4010
1620 Investment Advisors
Massachusetts
$2.32M +$77K +183 +3%
CC
4011
Copperleaf Capital
North Carolina
$2.32M -$411K -977 -15%
GFG
4012
Goldstone Financial Group
Illinois
$2.32M +$15.6K +37 +0.7%
CPP
4013
Capasso Planning Partners
South Carolina
$2.31M +$21.5K +51 +0.9%
LGA
4014
Lebenthal Global Advisors
New York
$2.31M +$93.8K +223 +4%
KGC
4015
Kennon-Green & Company
Ohio
$2.31M -$47.1K -112 -2%
GSAM
4016
Grant Street Asset Management
Pennsylvania
$2.31M +$841 +2 +0%
PP
4017
PrairieView Partners
Minnesota
$2.31M +$66.5K +158 +3%
SFS
4018
Security Financial Services
Indiana
$2.3M +$53.9K +128 +2%
LFGO
4019
Legacy Financial Group (Oklahoma)
Oklahoma
$2.3M +$299K +710 +15%
RWMH
4020
Riverpoint Wealth Management Holdings
Illinois
$2.3M -$6.73K -16 -0.3%
VAF
4021
Values Added Financial
District of Columbia
$2.3M -$98.9K -235 -4%
LFASL
4022
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M -$43.3K -103 -2%
SM
4023
Samjo Management
New York
$2.29M -$326K -775 -12%
FA
4024
Fountainhead AM
New Jersey
$2.28M -$26.5K -63 -1%
HFP
4025
Holistic Financial Partners
Indiana
$2.28M +$172K +409 +8%