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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 %
R
4376
Rebalance
California
$1.44M -$37K -88 -3%
HP
4377
Hyperion Partners
Pennsylvania
$1.44M +$221K +525 +18%
SIA
4378
Sage Investment Advisers
New York
$1.44M -$146K -347 -9%
MWA
4379
Muirfield Wealth Advisors
North Carolina
$1.44M -$13.9K -33 -1%
ACM
4380
Armbruster Capital Management
New York
$1.44M -$12.2K -29 -0.8%
SP
4381
SWS Partners
Ohio
$1.43M +$478K +1,137 +50%
MWM
4382
Mosley Wealth Management
California
$1.43M -$54.7K -130 -4%
DM
4383
Diker Management
New York
$1.43M
FWS
4384
FinDec Wealth Services
California
$1.43M +$99.7K +237 +8%
DIA
4385
Dean Investment Associates
Ohio
$1.42M -$142K -338 -9%
RFG
4386
Range Financial Group
Oregon
$1.42M +$108K +257 +8%
HA
4387
HFG Advisors
Ohio
$1.42M -$343K -816 -20%
CFP
4388
Curran Financial Partners
South Carolina
$1.42M -$30.3K -72 -2%
YCG
4389
Yeomans Consulting Group
Georgia
$1.41M -$39.5K -94 -3%
SWM
4390
Shelton Wealth Management
Texas
$1.41M +$8K +19 +0.6%
HHWM
4391
Hiley Hunt Wealth Management
Nebraska
$1.41M +$30.3K +72 +2%
SIC
4392
Schwartz Investment Counsel
Michigan
$1.41M
CWA
4393
Clarus Wealth Advisors
Arizona
$1.41M -$30.5K -72 -2%
HNWA
4394
Henrickson Nauta Wealth Advisors
Michigan
$1.41M +$26.2K +62 +2%
CA
4395
Crane Advisory
California
$1.41M +$1.15M +2,750 +448%
LWMNY
4396
Landmark Wealth Management (New York)
New York
$1.4M -$45.4K -108 -3%
GCM
4397
Gallacher Capital Management
Colorado
$1.4M +$100K +238 +8%
SMG
4398
Smart Money Group
Texas
$1.4M +$233K +599 +20%
SFP
4399
Sterling Financial Planning
New Jersey
$1.39M -$25.2K -60 -2%
VH
4400
Visionary Horizons
Tennessee
$1.39M -$81K -192 -5%