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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 %
LP
4276
LGL Partners
Pennsylvania
$1.64M +$88.4K +210 +6%
MRWM
4277
ML&R Wealth Management
Texas
$1.64M +$8K +19 +0.5%
DCM
4278
Davis Capital Management
Florida
$1.63M +$2.97K +7 +0.2%
MC
4279
McMorgan & Co
California
$1.63M -$16.8K -40 -1%
VPP
4280
Vertex Planning Partners
Illinois
$1.63M -$269K -640 -14%
JA
4281
JVL Associates
Michigan
$1.62M +$339K +805 +26%
NWMG
4282
National Wealth Management Group
Ohio
$1.62M +$69K +164 +4%
PWA
4283
Peterson Wealth Advisors
Utah
$1.61M -$4.21K -10 -0.3%
I
4284
IMPACTfolio
Colorado
$1.61M -$2.4M -5,711 -60%
WF
4285
Whelan Financial
California
$1.61M +$456K +1,083 +39%
DF
4286
Donoghue Forlines
Massachusetts
$1.61M +$127K +302 +9%
WA
4287
WESPAC Advisors
California
$1.61M -$26.9K -64 -2%
BDF
4288
Black Diamond Financial
Maryland
$1.6M
M1FG
4289
Mach-1 Financial Group
Arkansas
$1.6M -$5.21M -12,378 -76%
EL
4290
Envoi LLC
Minnesota
$1.6M +$1.1M +2,625 +223%
GWM
4291
Greenhouse Wealth Management
Connecticut
$1.6M +$19.4K +46 +1%
DF
4292
Dunhill Financial
United Kingdom
$1.6M +$175K +415 +12%
PWC
4293
PYA Waltman Capital
Tennessee
$1.6M +$2.52K +6 +0.2%
AW
4294
Apricus Wealth
South Carolina
$1.59M -$1.78M -4,224 -53%
MFG
4295
Monumental Financial Group
Maryland
$1.59M -$61.4K -146 -4%
SW
4296
SMART Wealth
Nebraska
$1.59M +$353K +839 +29%
GFL
4297
Granite FO LLC
New Hampshire
$1.58M +$10.7K +26 +0.7%
ACP
4298
Arcus Capital Partners
Georgia
$1.58M +$110K +261 +7%
CFG
4299
Clayton Financial Group
Missouri
$1.57M +$1.57M +3,736 New
JF
4300
Joule Financial
Kentucky
$1.57M -$211K -502 -12%