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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 %
MPW
4076
MGO Private Wealth
California
$2.12M +$296K +704 +16%
B
4077
BetterWealth
California
$2.12M -$42.1K -100 -2%
CSIA
4078
Charles Schwab Investment Advisory
California
$2.12M +$238K +566 +13%
JFG
4079
JMG Financial Group
Illinois
$2.12M -$56.4K -134 -3%
AP
4080
Atwood & Palmer
Missouri
$2.11M +$58.1K +138 +3%
CWM
4081
CarsonAllaria Wealth Management
Illinois
$2.11M -$44.2K -105 -2%
AA
4082
AlphaQ Advisors
Florida
$2.11M +$149K +353 +8%
SPA
4083
Sherbrooke Park Advisers
New York
$2.11M +$1.36M +3,232 +182%
LI
4084
Latash Investments
Alaska
$2.1M
OIM
4085
Opus Investment Management
Massachusetts
$2.1M
NIM
4086
NXG Investment Management
Texas
$2.1M +$2.1M +5,000 New
CWA
4087
Continuum Wealth Advisors
New York
$2.1M +$159K +377 +8%
CAC
4088
Cowen and Company
New York
$2.09M +$2.09M +4,978 New
WAOI
4089
Wealth Advisors of Iowa
Iowa
$2.09M +$3.79K +9 +0.2%
RCI
4090
RS Crum Inc
California
$2.09M +$27.8K +66 +1%
NPPM
4091
North Point Portfolio Managers
Ohio
$2.09M +$52.6K +125 +3%
ORG
4092
Optimist Retirement Group
Washington
$2.09M -$8.41K -20 -0.4%
IWP
4093
Innova Wealth Partners
Pennsylvania
$2.08M +$300K +713 +17%
ACC
4094
Acorn Creek Capital
Colorado
$2.08M -$69.4K -165 -3%
UFA
4095
US Financial Advisors
Massachusetts
$2.08M -$445K -1,058 -18%
GPA
4096
Guidance Point Advisors
Massachusetts
$2.08M +$448K +1,064 +27%
EL
4097
EMFO LLC
Florida
$2.08M -$185K -439 -8%
SP
4098
Sequent Planning
Nebraska
$2.08M +$2.08M +4,932 New
IDBONY
4099
Israel Discount Bank of New York
New York
$2.07M -$1.4M -3,337 -40%
VBFP
4100
Valtinson Bruner Financial Planning
Minnesota
$2.07M -$17.3K -41 -0.8%