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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 %
WCWM
4251
Willow Creek Wealth Management
California
$1.7M +$200K +476 +13%
Betterment LLC
4252
Betterment LLC
New York
$1.7M +$1.7M +4,038 New
VFPI
4253
Vantage Financial Partners (Illinois)
Illinois
$1.7M -$40.4K -96 -2%
WWM
4254
Waterway Wealth Management
Texas
$1.7M +$86.3K +205 +5%
CG
4255
Cutler Group
California
$1.7M +$718K +1,708 +74%
GU
4256
Georgetown University
District of Columbia
$1.69M +$2.95K +7 +0.2%
FWM
4257
Foguth Wealth Management
Michigan
$1.69M +$1.69M +4,018 New
KFS
4258
Kelly Financial Services
Massachusetts
$1.69M +$6.31K +15 +0.4%
CSIA
4259
Conrad Siegel Investment Advisors
Pennsylvania
$1.69M -$414K -983 -20%
FWSM
4260
First Wilshire Securities Management
California
$1.68M
DWA
4261
Delos Wealth Advisors
Texas
$1.68M +$220K +524 +15%
SPP
4262
Single Point Partners
Massachusetts
$1.68M -$65.2K -155 -4%
CF
4263
Corrigan Financial
Rhode Island
$1.67M -$38.7K -92 -2%
BWA
4264
BlueChip Wealth Advisors
Georgia
$1.67M -$211K -501 -11%
WFAG
4265
Wescott Financial Advisory Group
Pennsylvania
$1.67M -$252K -598 -13%
SPA
4266
Sentinel Pension Advisors
Massachusetts
$1.67M -$13.9K -33 -0.8%
HA
4267
Hofer & Associates
California
$1.67M +$42.1K +100 +3%
RI
4268
Rinkey Investments
California
$1.67M +$54.7K +130 +3%
CWA
4269
Centennial Wealth Advisory
Michigan
$1.66M +$138K +329 +9%
PS
4270
Planned Solutions
California
$1.66M +$15.6K +37 +0.9%
LCM
4271
Landscape Capital Management
New Jersey
$1.66M +$1.66M +3,938 New
EMAM
4272
Encompass More Asset Management
California
$1.66M -$85.4K -203 -5%
CIR
4273
Clear Investment Research
Georgia
$1.65M -$16.4K -39 -1%
SFM
4274
Systematic Financial Management
New Jersey
$1.65M
RWG
4275
Ratio Wealth Group
Colorado
$1.65M