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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 %
TF
4126
TLWM Financial
Texas
$1.99M -$35.8K -85 -2%
FFM
4127
Flagstone Financial Management
Nebraska
$1.99M -$26.1K -62 -1%
PIM
4128
Profit Investment Management
Maryland
$1.99M -$24.4K -58 -1%
O3W
4129
Omni 360 Wealth
New Jersey
$1.98M +$126K +300 +7%
GA
4130
Greenspring Advisors
Maryland
$1.98M -$53.4K -127 -3%
OWM
4131
OneAscent Wealth Management
Alabama
$1.98M -$83.3K -198 -4%
RG
4132
Retirement Group
California
$1.98M +$121K +287 +6%
AFA
4133
American Financial Advisors
Georgia
$1.98M +$164K +390 +9%
KSWWM
4134
Keyes Stange & Wooten Wealth Management
Florida
$1.97M +$33.7K +80 +2%
YWS
4135
Yarger Wealth Strategies
Ohio
$1.97M +$219K +520 +12%
MWM
4136
Meritas Wealth Management
California
$1.97M -$32.4K -77 -2%
FFL
4137
Financial Freedom LLC
Ohio
$1.97M +$2.52K +6 +0.1%
JTWM
4138
Jackson Thornton Wealth Management
Alabama
$1.97M -$13K -31 -0.7%
SC
4139
Stephens Consulting
Michigan
$1.96M -$10.1K -24 -0.5%
WIA
4140
Wetzel Investment Advisors
Indiana
$1.96M -$29.9K -74 -2%
AAM
4141
Austin Asset Management
Texas
$1.96M +$618K +1,469 +46%
MWC
4142
MBM Wealth Consultants
Missouri
$1.96M +$421 +1 +0%
TFP
4143
TrueWealth Financial Partners
Washington
$1.96M -$10.5K -25 -0.5%
CMAI
4144
Capital Management Associates Inc
Minnesota
$1.95M -$27.8K -66 -1%
EWM
4145
Endowment Wealth Management
Wisconsin
$1.95M +$197K +469 +11%
CWM
4146
Comprehensive Wealth Management
Washington
$1.95M -$280K -665 -13%
MC
4147
Maren Capital
Illinois
$1.95M -$210K -500 -10%
CHJWM
4148
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.95M -$60.7K -152 -3%
PWA
4149
PCG Wealth Advisors
Kansas
$1.94M +$400K +951 +26%
NCM
4150
Next Capital Management
New York
$1.94M +$649K +1,542 +50%