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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 %
SWMG
4301
Sard Wealth Management Group
Georgia
$1.71M -$196K -439 -10%
RWM
4302
Reston Wealth Management
Virginia
$1.71M +$53.6K +120 +3%
MWM
4303
Mosley Wealth Management
California
$1.71M +$192K +430 +13%
GFL
4304
Granite FO LLC
New Hampshire
$1.71M -$11.6K -26 -0.7%
RGF
4305
Retirement Guys Formula
Ohio
$1.7M -$322K -720 -16%
GWM
4306
Greenhouse Wealth Management
Connecticut
$1.7M +$2.24K +5 +0.1%
PWC
4307
PYA Waltman Capital
Tennessee
$1.7M +$2.24K +5 +0.1%
PCMC
4308
Planning Capital Management Corporation
Pennsylvania
$1.7M +$410K +917 +32%
RWM
4309
Revisor Wealth Management
Ohio
$1.7M -$1.19M -2,663 -41%
HPFG
4310
Hart & Patterson Financial Group
Massachusetts
$1.7M +$32.2K +72 +2%
BRA
4311
Biechele Royce Advisors
Indiana
$1.7M +$46.9K +105 +3%
MCM
4312
Mainstay Capital Management
Michigan
$1.69M +$114K +255 +7%
TAM
4313
Tucker Asset Management
Colorado
$1.69M -$158K -354 -9%
BAM
4314
Bosun Asset Management
Illinois
$1.69M -$186K -416 -10%
FFO
4315
Fortitude Family Office
Arizona
$1.69M +$433K +969 +34%
RWM
4316
Rezny Wealth Management
Florida
$1.69M +$352K +788 +26%
A
4317
AlphaQuest
New York
$1.68M +$353K +790 +27%
SWM
4318
Sterling Wealth Management
Illinois
$1.68M +$13.4K +30 +0.8%
FFA
4319
Frazier Financial Advisors
Ohio
$1.68M +$53.6K +120 +3%
VW
4320
Vance Wealth
California
$1.68M +$91.2K +204 +6%
CF
4321
Corrigan Financial
Rhode Island
$1.67M
AWA
4322
Archvest Wealth Advisors
California
$1.67M +$252K +552 +18%
SFA
4323
Seneca Financial Advisors
New York
$1.67M +$34.9K +78 +2%
FWMM
4324
Foundation Wealth Management (Missouri)
Missouri
$1.67M +$21.5K +48 +1%
SHWM
4325
Smith & Howard Wealth Management
Georgia
$1.66M +$80.9K +181 +5%