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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 %
IWA
4476
IVC Wealth Advisors
Pennsylvania
$1.37M +$50.1K +112 +4%
HNWA
4477
Henrickson Nauta Wealth Advisors
Michigan
$1.37M -$118K -263 -8%
RH
4478
RFG Holdings
Texas
$1.36M +$397K +887 +41%
HWP
4479
Hibernia Wealth Partners
Louisiana
$1.36M +$1.01M +2,264 +291%
WCP
4480
Wick Capital Partners
Pennsylvania
$1.36M +$1.36M +3,043 New
LIA
4481
LifePlan Investment Advisors
North Carolina
$1.36M +$42K +94 +3%
TWM
4482
Trinity Wealth Management
Pennsylvania
$1.35M -$17K -38 -1%
FSWA
4483
Financial Synergies Wealth Advisors
Texas
$1.35M +$189K +424 +16%
GPW
4484
Gray Private Wealth
Massachusetts
$1.35M -$8.49K -19 -0.6%
JCFM
4485
JBR Co Financial Management
Oklahoma
$1.35M +$53.6K +120 +4%
MA
4486
MAS Advisors
Florida
$1.35M
MWM
4487
McNaughton Wealth Management
California
$1.35M +$58.1K +130 +5%
SIMG
4488
Stephens Investment Management Group
Texas
$1.34M +$37.5K +84 +3%
TWP
4489
Tower Wealth Partners
Pennsylvania
$1.34M +$145K +324 +12%
TCM
4490
TruNorth Capital Management
Michigan
$1.34M +$157K +351 +13%
NIM
4491
NXG Investment Management
Texas
$1.34M -$894K -2,000 -40%
WAM
4492
Winslow Asset Management
Ohio
$1.34M
MAP
4493
Moody Aldrich Partners
Massachusetts
$1.33M -$103K -231 -7%
CFM
4494
Capricorn Fund Managers
United Kingdom
$1.33M
BCM
4495
Birmingham Capital Management
Alabama
$1.33M -$53.6K -120 -4%
GWSA
4496
Global Wealth Strategies & Associates
Colorado
$1.33M -$112K -251 -8%
WFS
4497
WealthGarden F.S.
California
$1.32M +$1.32M +2,955 New
RCM
4498
Ridgepath Capital Management
Tennessee
$1.32M +$281K +628 +27%
CS
4499
Capital Square
Tennessee
$1.32M +$89.5K +202 +7%
BAG
4500
Bridgewealth Advisory Group
California
$1.31M +$72.8K +163 +6%