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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 %
FCM
4051
Fourpath Capital Management
Oklahoma
$2.22M -$73.2K -174 -3%
RA
4052
Rise Advisors
New York
$2.21M +$1.53M +3,647 +226%
RBC
4053
Roble Belko & Company
Pennsylvania
$2.21M +$1.26K +3 +0.1%
DA
4054
Duality Advisers
Florida
$2.2M +$2.2M +5,235 New
LF
4055
LifePlan Financial
Minnesota
$2.2M -$10.1K -24 -0.5%
SA
4056
Strategic Advocates
Utah
$2.2M -$3.14M -7,456 -59%
PCWA
4057
Pacific Capital Wealth Advisors
California
$2.19M +$13.9K +33 +0.6%
RAM
4058
Readystate Asset Management
Illinois
$2.19M +$2.19M +5,211 New
TCB
4059
Texas Capital Bancshares
Texas
$2.19M -$529K -1,257 -19%
DFS
4060
Dixon Fnancial Services
California
$2.19M
KCM
4061
KRS Capital Management
Michigan
$2.19M +$18.5K +44 +0.9%
FAM
4062
Family Asset Management
South Carolina
$2.19M +$13K +31 +0.6%
SFG
4063
Seamount Financial Group
Colorado
$2.18M +$93.4K +222 +4%
AM
4064
Account Management
Massachusetts
$2.18M
CA
4065
Claris Advisors
Missouri
$2.17M +$6.31K +15 +0.3%
CAM
4066
Concorde Asset Management
Michigan
$2.17M -$197K -468 -8%
EMFAT
4067
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.16M -$85.4K -203 -4%
RB
4068
Richmond Brothers
Michigan
$2.15M -$35.3K -84 -2%
KDA
4069
Kraft Davis & Associates
Missouri
$2.15M -$125K -302 -5%
KHCM
4070
Kirtland Hills Capital Management
Ohio
$2.15M +$2.15M +5,218 New
AAG
4071
Accordant Advisory Group
Maryland
$2.14M +$2.14M +5,098 New
MWM
4072
Mittelman Wealth Management
Massachusetts
$2.14M +$2.14M +5,087 New
IWA
4073
Inspirion Wealth Advisors
Illinois
$2.14M -$97.6K -232 -4%
TCMP
4074
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.13M -$748K -1,777 -26%
VFG
4075
Victory Financial Group
Texas
$2.13M -$85.8K -204 -4%