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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 %
FFWA
4401
Forthright Family Wealth Advisory
Texas
$1.5M +$158K +353 +12%
MSWMA
4402
Market Street Wealth Management Advisors
Indiana
$1.49M +$43.8K +98 +3%
CA
4403
Cresta Advisors
Texas
$1.49M +$567K +1,269 +61%
SMAM
4404
Sugar Maple Asset Management
Wisconsin
$1.49M +$35.3K +79 +2%
MFG
4405
Monumental Financial Group
Maryland
$1.49M -$203K -454 -12%
WAG
4406
Windsor Advisory Group
Ohio
$1.49M +$416K +930 +39%
HFS
4407
Hoge Financial Services
Pennsylvania
$1.48M +$384K +860 +35%
SFP
4408
Sterling Financial Planning
New Jersey
$1.48M
HP
4409
Hyperion Partners
Pennsylvania
$1.48M -$54.1K -121 -4%
SIA
4410
Sage Investment Advisers
New York
$1.47M -$56.8K -127 -4%
TFA
4411
Tobias Financial Advisors
Florida
$1.47M +$118K +263 +9%
PD
4412
Planning Directions
Pennsylvania
$1.47M +$11.2K +25 +0.8%
DWA
4413
Dougherty Wealth Advisers
Minnesota
$1.47M +$17K +38 +1%
AA
4414
ACT Advisors
North Carolina
$1.47M +$139K +310 +10%
CFGA
4415
Cambridge Financial Group (Arizona)
Arizona
$1.46M +$15.2K +34 +1%
RWRC
4416
R.W. Roge & Company
New York
$1.46M -$145K -324 -9%
VH
4417
Visionary Horizons
Tennessee
$1.46M -$16.1K -36 -1%
APC
4418
Asset Planning Corporation
Tennessee
$1.46M -$88.9K -199 -6%
DMBA
4419
Deseret Mutual Benefit Administrators
Utah
$1.45M +$11.2K +25 +0.8%
RK
4420
Rather & Kittrell
Tennessee
$1.45M -$6.7K -15 -0.5%
GFP
4421
Guardian Financial Partners
California
$1.45M -$140K -314 -9%
MSWM
4422
Mowery & Schoenfeld Wealth Management
Illinois
$1.45M +$62.1K +139 +4%
WCM
4423
Wallace Capital Management
Texas
$1.45M +$268K +600 +23%
GCM
4424
Gallacher Capital Management
Colorado
$1.45M -$39.3K -88 -3%
TLFA
4425
True Link Financial Advisors
California
$1.45M +$94.3K +211 +7%