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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 %
SPI
4276
Santori & Peters Inc
Pennsylvania
$1.77M -$99.2K -222 -5%
WF
4277
Whelan Financial
California
$1.77M +$60.3K +135 +4%
RI
4278
Rinkey Investments
California
$1.77M
PIA
4279
Powell Investment Advisors
Florida
$1.77M -$74.6K -167 -4%
VPP
4280
Vertex Planning Partners
Illinois
$1.77M +$36.6K +82 +2%
SA
4281
Sage Advisors
Colorado
$1.76M +$561K +1,256 +47%
ACM
4282
Armbruster Capital Management
New York
$1.76M +$237K +530 +16%
C
4283
Covestor
United Kingdom
$1.76M +$99.7K +223 +6%
PS
4284
Portfolio Strategies
New York
$1.76M -$2.18M -4,878 -55%
IPW
4285
Impact Partnership Wealth
Georgia
$1.76M +$677K +1,514 +63%
KOC
4286
Koss-Olinger Consulting
Florida
$1.76M -$8.58M -19,196 -83%
CFP
4287
Curran Financial Partners
South Carolina
$1.75M +$250K +560 +17%
RC
4288
Rovin Capital
Arizona
$1.75M +$196K +438 +13%
TFA
4289
Trinity Financial Advisors
Ohio
$1.75M +$157K +352 +10%
WAM
4290
Worth Asset Management
Texas
$1.75M -$272K -608 -13%
HCP
4291
Hardin Capital Partners
South Carolina
$1.74M +$1.74M +3,902 New
LI
4292
LVZ Inc
Michigan
$1.74M +$315K +704 +22%
CWA
4293
Cascade Wealth Advisors
Washington
$1.74M -$105K -250 -6%
I
4294
IMPACTfolio
Colorado
$1.74M +$25K +56 +1%
PWA
4295
Peterson Wealth Advisors
Utah
$1.73M +$20.1K +45 +1%
VFPI
4296
Vantage Financial Partners (Illinois)
Illinois
$1.73M -$73.7K -165 -4%
JCM
4297
JAT Capital Management
Connecticut
$1.73M -$3.35M -7,500 -66%
OPOWM
4298
One Plus One Wealth Management
Florida
$1.73M -$904K -2,023 -34%
JA
4299
JVL Associates
Michigan
$1.73M +$2.24K +5 +0.1%
DPW
4300
DiNuzzo Private Wealth
Pennsylvania
$1.72M +$85.4K +191 +5%