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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 %
ACA
4026
Ascension Capital Advisors
Texas
$2.28M -$16.4K -39 -0.7%
OWM
4027
Orgel Wealth Management
Wisconsin
$2.28M -$541K -1,286 -19%
AWC
4028
Adamsbrown Wealth Consultants
Kansas
$2.28M -$6.73K -16 -0.3%
T
4029
TCWP
Ohio
$2.28M +$29.5K +70 +1%
BCM
4030
BluePointe Capital Management
California
$2.28M +$37.9K +90 +2%
SM
4031
Selkirk Management
New Jersey
$2.27M
WLPWM
4032
Walled Lake Planning & Wealth Management
Illinois
$2.27M -$24K -57 -1%
SL
4033
Sentinus LLC
Illinois
$2.26M +$2.26M +5,384 New
EWS
4034
Eagle Wealth Strategies
New Jersey
$2.26M -$22.1K -52 -1%
FPWM
4035
FSB Premier Wealth Management
Iowa
$2.26M +$35.3K +84 +2%
JWWM
4036
Johnson & White Wealth Management
Pennsylvania
$2.26M +$121K +288 +6%
KC
4037
Kades & Cheifetz
Pennsylvania
$2.26M -$19.8K -47 -0.9%
GRQ
4038
Gardner Russo & Quinn
Pennsylvania
$2.26M +$60.6K +144 +3%
CWA
4039
Clearview Wealth Advisors
Oregon
$2.25M -$105K -249 -4%
FWM
4040
Fingerlakes Wealth Management
New York
$2.25M +$32.4K +77 +1%
ITB
4041
Idaho Trust Bank
Idaho
$2.25M +$570K +1,356 +34%
PA
4042
Planning Alternatives
Michigan
$2.24M +$94.2K +224 +4%
OPPS
4043
Obsidian Personal Planning Solutions
Maryland
$2.23M -$101K -259 -4%
PCM
4044
Portolan Capital Management
Massachusetts
$2.23M +$18.1K +43 +0.8%
AFA
4045
Arlington Financial Advisors
California
$2.23M +$72.4K +172 +3%
MFT
4046
Moisand Fitzgerald Tamayo
Florida
$2.23M -$9.68K -23 -0.4%
TWM
4047
Tolleson Wealth Management
Texas
$2.23M -$80.8K -192 -4%
MTC
4048
Matrix Trust Company
Colorado
$2.22M -$540K -1,283 -20%
IA
4049
IFG Advisors
Missouri
$2.22M +$1.68K +4 +0.1%
MFA
4050
Millington Financial Advisors
Illinois
$2.22M +$138K +327 +7%