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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 %
KA
4201
Kearns & Associates
California
$1.81M
PSF
4202
Pacific Sun Financial
California
$1.81M +$809K +1,924 +81%
CAM
4203
Crestone Asset Management
Colorado
$1.81M -$225K -534 -11%
DA
4204
Doliver Advisors
Texas
$1.81M +$2.52K +6 +0.1%
RTL
4205
Red Tortoise LLC
Georgia
$1.8M +$45.4K +108 +3%
BSHC
4206
Breed's Hill Capital
Massachusetts
$1.8M -$116K -276 -6%
MAG
4207
Mayfair Advisory Group
Alabama
$1.8M +$175K +415 +11%
SWMG
4208
Sard Wealth Management Group
Georgia
$1.8M +$594K +1,411 +49%
GP
4209
Gridiron Partners
Pennsylvania
$1.79M
MMC
4210
Mizuho Markets Cayman
Cayman Islands
$1.79M +$1.79M +4,260 New
VBWMG
4211
Von Berge Wealth Management Group
California
$1.79M +$97.6K +232 +6%
HWMC
4212
Heritage Wealth Management (California)
California
$1.78M +$11.8K +28 +0.7%
EP
4213
Essential Planning
New Hampshire
$1.78M
BM
4214
Bridger Management
New York
$1.78M +$402K +955 +29%
VC
4215
Veery Capital
Delaware
$1.78M -$7.57K -18 -0.4%
MWA
4216
MN Wealth Advisors
Kansas
$1.77M -$5.47K -13 -0.3%
PFC
4217
Phocas Financial Corp
California
$1.77M
SGC
4218
Slocum, Gordon & Co
Rhode Island
$1.77M +$80.8K +192 +5%
DTL
4219
Dynamic Technology Lab
Singapore
$1.77M -$611K -1,452 -26%
BAM
4220
Bosun Asset Management
Illinois
$1.77M +$115K +274 +7%
CWA
4221
Capital Wealth Alliance
Arizona
$1.76M +$444K +1,055 +34%
SPI
4222
Santori & Peters Inc
Pennsylvania
$1.76M
SPL
4223
Smart Portfolios LLC
Washington
$1.76M -$2.1K -5 -0.1%
JJBC
4224
James J. Burns & Company
New York
$1.76M -$3.27M -7,749 -65%
NWM
4225
Napa Wealth Management
California
$1.76M +$26.5K +63 +2%