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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 %
BAMG
4476
Brand Asset Management Group
Missouri
$1.24M -$126K -300 -9%
LIA
4477
LifePlan Investment Advisors
North Carolina
$1.24M +$109K +258 +10%
SWA
4478
Sightline Wealth Advisors
Connecticut
$1.24M +$5.47K +13 +0.4%
IDA
4479
Intelligence Driven Advisers
California
$1.24M +$7.57K +18 +0.6%
SIMG
4480
Stephens Investment Management Group
Texas
$1.23M +$133K +317 +12%
CIS
4481
Continental Investors Services
Washington
$1.23M +$27.2K +64 +2%
WA
4482
Westfuller Advisors
New York
$1.23M +$1.23M +2,921 New
PAS
4483
Point72 Asia (Singapore)
Singapore
$1.23M -$5.03M -11,969 -80%
AWM
4484
Avaii Wealth Management
Wisconsin
$1.23M -$321K -764 -21%
MFA
4485
Morling Financial Advisors
California
$1.23M +$40.4K +96 +3%
HFF
4486
Halter Ferguson Financial
Indiana
$1.22M -$435K -1,033 -26%
FFWM
4487
Future Financial Wealth Management
Ohio
$1.22M +$43.3K +103 +4%
DIP
4488
Davis Investment Partners
North Carolina
$1.22M -$32.2K -76 -3%
CF
4489
Concorde Financial
Texas
$1.22M -$5.82M -13,844 -83%
JCFM
4490
JBR Co Financial Management
Oklahoma
$1.22M -$4.21K -10 -0.3%
VAMG
4491
Voisard Asset Management Group
Michigan
$1.22M +$227K +540 +23%
UFF
4492
USA Financial Formulas
Michigan
$1.21M -$2.33M -5,528 -66%
APS
4493
American Planning Services
Florida
$1.21M +$421 +1 +0%
PCMC
4494
Planning Capital Management Corporation
Pennsylvania
$1.21M -$153K -363 -11%
MWM
4495
McNaughton Wealth Management
California
$1.21M -$421 -1 -0%
BWP
4496
Bernardo Wealth Planning
Pennsylvania
$1.21M +$151K +359 +14%
MLRA
4497
Main Line Retirement Advisors
Montana
$1.21M +$164K +390 +16%
TLA
4498
Tanglewood Legacy Advisors
Texas
$1.2M +$79.5K +189 +7%
CCA
4499
Conestoga Capital Advisors
Pennsylvania
$1.2M -$101K -240 -8%
CRM
4500
Cramer Rosenthal McGlynn
Connecticut
$1.2M -$2.95K -7 -0.2%