MSFT icon

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 %
BA
4401
Brightwater Advisory
Florida
$1.39M +$131K +311 +10%
PFM
4402
Peak Financial Management
Massachusetts
$1.39M -$216K -514 -13%
KLI
4403
Kelman-Lazarov Inc
Tennessee
$1.38M +$25.7K +61 +2%
HB
4404
Horizon Bancorp
Indiana
$1.38M +$42.1K +100 +3%
KAM
4405
KEB Asset Management
Illinois
$1.38M +$94.7K +225 +7%
FWM
4406
FMB Wealth Management
California
$1.38M
RK
4407
Rather & Kittrell
Tennessee
$1.37M +$627K +1,491 +84%
PD
4408
Planning Directions
Pennsylvania
$1.37M +$17.2K +41 +1%
KFP
4409
Keener Financial Planning
Texas
$1.37M +$82.5K +196 +6%
DWA
4410
Dougherty Wealth Advisers
Minnesota
$1.37M -$400K -951 -23%
SMAM
4411
Sugar Maple Asset Management
Wisconsin
$1.37M +$1.37M +3,252 New
KWM
4412
Koa Wealth Management
California
$1.37M +$398K +947 +41%
MSWMA
4413
Market Street Wealth Management Advisors
Indiana
$1.37M -$11.4K -27 -0.8%
CMTU
4414
Capital Markets Trading (UK)
United Kingdom
$1.36M +$834K +1,982 +157%
CFGA
4415
Cambridge Financial Group (Arizona)
Arizona
$1.36M -$68.6K -163 -5%
IF
4416
Insight Folios
North Carolina
$1.36M +$166K +395 +14%
DWM
4417
Defined Wealth Management
Oregon
$1.36M
NFG
4418
Northeast Financial Group
Pennsylvania
$1.36M +$52.6K +125 +4%
KCIC
4419
Kuhn & Co Investment Counsel
Illinois
$1.36M +$421 +1 +0%
DMBA
4420
Deseret Mutual Benefit Administrators
Utah
$1.36M -$76.6K -182 -5%
GWSA
4421
Global Wealth Strategies & Associates
Colorado
$1.36M +$46.7K +111 +4%
CKAIS
4422
Christensen King & Associates Investment Services
Washington
$1.36M -$27.3K -65 -2%
CPWM
4423
Cypress Point Wealth Management
Texas
$1.35M +$127K +301 +10%
MAP
4424
Moody Aldrich Partners
Massachusetts
$1.35M -$487K -1,158 -26%
CAM
4425
CPA Asset Management
Florida
$1.35M +$29.9K +71 +2%