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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 %
SWM
4301
Sterling Wealth Management
Illinois
$1.57M
HPFG
4302
Hart & Patterson Financial Group
Massachusetts
$1.57M -$102K -242 -6%
C
4303
Covestor
United Kingdom
$1.57M +$439K +1,044 +39%
RWM
4304
Reston Wealth Management
Virginia
$1.56M +$2.1K +5 +0.1%
SL
4305
Stevard LLC
Illinois
$1.56M +$7.57K +18 +0.5%
BRA
4306
Biechele Royce Advisors
Indiana
$1.55M +$216K +514 +16%
FWMM
4307
Foundation Wealth Management (Missouri)
Missouri
$1.55M -$205K -488 -12%
PGWM
4308
Pitti Group Wealth Management
New York
$1.55M +$61.2K +143 +4%
IC
4309
Iconiq Capital
California
$1.55M -$272K -646 -15%
GAM
4310
Garrison Asset Management
Arkansas
$1.54M -$17.7K -42 -1%
DPW
4311
DiNuzzo Private Wealth
Pennsylvania
$1.54M +$261K +620 +20%
ICM
4312
Intrepid Capital Management
Florida
$1.54M +$56K +133 +4%
SFA
4313
Seneca Financial Advisors
New York
$1.54M -$14.3K -34 -0.9%
AA
4314
AJ Advisors
Tennessee
$1.54M +$103K +245 +7%
SWM
4315
SilverOak Wealth Management
Minnesota
$1.54M +$75.7K +180 +5%
EW
4316
Element Wealth
Mississippi
$1.54M +$338K +803 +28%
CCM
4317
Colorado Capital Management
Colorado
$1.53M +$136K +323 +10%
FWA
4318
FSC Wealth Advisors
New York
$1.53M -$17.2K -41 -1%
FFA
4319
Frazier Financial Advisors
Ohio
$1.53M -$43.3K -103 -3%
SCI
4320
Silver Coast Investments
United States
$1.53M -$17.7K -42 -1%
RFN
4321
Redwood Financial Network
Ohio
$1.53M +$1.26K +3 +0.1%
NC
4322
Napatree Capital
Rhode Island
$1.52M +$3.12K +8 +0.2%
TF
4323
Tenon Financial
New Jersey
$1.52M +$1.52M +3,617 New
SFP
4324
Strategic Financial Partners
Oregon
$1.52M +$20.6K +49 +1%
PWMG
4325
Private Wealth Management Group
New Jersey
$1.52M +$101K +239 +7%