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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 %
EAM
4326
Eschler Asset Management
United Kingdom
$1.52M +$1.52M +3,609 New
RSWA
4327
Robinson Smith Wealth Advisors
Maine
$1.51M -$569K -1,353 -27%
RWRC
4328
R.W. Roge & Company
New York
$1.51M +$28.6K +68 +2%
PF
4329
Parker Financial
Washington
$1.51M -$3.37K -8 -0.2%
TFF
4330
The Family Firm
Maryland
$1.51M +$3.37K +8 +0.2%
EARNEST Partners
4331
EARNEST Partners
Georgia
$1.51M +$43.3K +103 +3%
AL
4332
ACAS LLC
California
$1.51M +$277K +658 +23%
HAS
4333
Holland Advisory Services
Florida
$1.51M +$13K +31 +0.9%
BWA
4334
Beam Wealth Advisors
Louisiana
$1.51M -$85K -202 -5%
CastleKeep Investment Advisors
4335
CastleKeep Investment Advisors
Connecticut
$1.5M -$157K -372 -9%
SCM
4336
Seascape Capital Management
New Hampshire
$1.5M +$4.63K +11 +0.3%
TFA
4337
Trinity Financial Advisors
Ohio
$1.5M -$52.2K -124 -3%
FWM
4338
FMFE Wealth Management
New York
$1.5M -$14.7K -35 -1%
GFP
4339
Guardian Financial Partners
California
$1.5M -$5.05K -12 -0.3%
KCMH
4340
Keywise Capital Management (HK)
Hong Kong
$1.49M -$421K -1,000 -22%
VW
4341
Vance Wealth
California
$1.49M +$106K +252 +8%
MBI
4342
May Barnhard Investments
Maryland
$1.49M +$109K +260 +8%
PPW
4343
Presilium Private Wealth
Pennsylvania
$1.49M -$1.92M -4,560 -56%
MWM
4344
Maripau Wealth Management
Indiana
$1.49M +$233K +554 +19%
ECM
4345
EMC Capital Management
Texas
$1.49M -$1.26K -3 -0.1%
SHWM
4346
Smith & Howard Wealth Management
Georgia
$1.49M -$138K -328 -8%
CIAS
4347
CBIZ Investment Advisory Services
Ohio
$1.49M +$137K +325 +10%
MCM
4348
Mainstay Capital Management
Michigan
$1.49M -$621K -1,475 -29%
AIA
4349
Armor Investment Advisors
North Carolina
$1.48M +$835K +1,984 +129%
HWM
4350
Howard Wealth Management
Connecticut
$1.48M +$222K +528 +18%