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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
4126
American Financial Advisors
Georgia
$2.16M +$61.7K +138 +3%
YWS
4127
Yarger Wealth Strategies
Ohio
$2.16M +$61.2K +137 +3%
LWM
4128
Lionsbridge Wealth Management
Florida
$2.15M -$29.9K -67 -1%
NFG
4129
Northeast Financial Group
Pennsylvania
$2.15M +$697K +1,560 +48%
AS
4130
AM Squared
Hong Kong
$2.15M +$1.06M +2,367 +97%
ECG
4131
EPIQ Capital Group
California
$2.14M +$1.18M +2,647 +123%
SOAG
4132
Silver Oak Advisory Group
Oregon
$2.14M -$21.9K -49 -1%
SP
4133
Sequent Planning
Nebraska
$2.14M -$109K -239 -5%
CMA
4134
Cedar Mountain Advisors
Oregon
$2.14M -$894 -2 -0%
HSG
4135
Helen Stephens Group
Texas
$2.14M +$12.1K +27 +0.6%
SPAS
4136
Spectrum Planning & Advisory Services
California
$2.13M +$2.13M +4,700 New
VFG
4137
Victory Financial Group
Texas
$2.12M -$134K -299 -6%
KWM
4138
KFG Wealth Management
Indiana
$2.12M -$56.3K -126 -3%
TF
4139
TLWM Financial
Texas
$2.12M -$894 -2 -0%
MAWCM
4140
Mine & Arao Wealth Creation & Management
California
$2.11M +$162K +363 +8%
4WM
4141
4J Wealth Management
Virginia
$2.11M -$15.6K -35 -0.7%
NJBEST
4142
New Jersey Better Educational Savings Trust
New Jersey
$2.1M -$2.42M -5,415 -53%
AAM
4143
Austin Asset Management
Texas
$2.1M +$24.1K +54 +1%
FFM
4144
Flagstone Financial Management
Nebraska
$2.1M -$10.7K -24 -0.5%
PIM
4145
Profit Investment Management
Maryland
$2.1M -$16.1K -36 -0.8%
MWM
4146
Meritas Wealth Management
California
$2.1M
JTWM
4147
Jackson Thornton Wealth Management
Alabama
$2.09M
SPL
4148
Smart Portfolios LLC
Washington
$2.09M +$220K +492 +12%
CPL
4149
CAP Partners LLC
Tennessee
$2.09M +$103K +230 +5%
NWM
4150
Napa Wealth Management
California
$2.09M +$220K +492 +12%