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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 %
FP
4501
Foundry Partners
Minnesota
$1.19M +$114K +270 +11%
PIS
4502
POM Investment Strategies
North Carolina
$1.19M -$33.2K -79 -3%
W
4503
WorthPointe
California
$1.19M -$23.1K -55 -2%
RIA
4504
Richwood Investment Advisors
Ohio
$1.19M -$42.1K -100 -3%
CPG
4505
Custom Portfolio Group
Colorado
$1.19M +$9.61K +23 +0.8%
TFA
4506
Tranquilli Financial Advisor
New Jersey
$1.18M -$57.6K -137 -5%
FFO
4507
Fortitude Family Office
Arizona
$1.18M +$53.4K +127 +5%
SEA
4508
Stegent Equity Advisors
Texas
$1.18M +$351K +835 +42%
CFA
4509
Camarda Financial Advisors
Florida
$1.18M -$369K -878 -24%
WA
4510
Wealthstar Advisors
Texas
$1.17M +$7.15K +17 +0.6%
CS
4511
Capital Square
Tennessee
$1.17M +$50.9K +121 +5%
BAG
4512
Bridgewealth Advisory Group
California
$1.16M -$91.7K -218 -7%
WF
4513
Warner Financial
Maryland
$1.16M -$21K -50 -2%
LFA
4514
Level Financial Advisors
New York
$1.16M -$112K -265 -9%
RF
4515
RHS Financial
California
$1.16M -$769K -1,828 -40%
HHRDM
4516
H&H Retirement Design & Management
Nevada
$1.16M +$1.16M +2,890 New
SCP
4517
Stevens Capital Partners
Nebraska
$1.16M +$452K +1,075 +64%
GWM
4518
Grand Wealth Management
Michigan
$1.16M -$285K -677 -20%
LWA
4519
Lowe Wealth Advisors
Maryland
$1.16M +$29.5K +70 +3%
TWA
4520
Tandem Wealth Advisors
Arizona
$1.15M +$5.05K +12 +0.4%
ODFS
4521
O'Donnell Financial Services
California
$1.15M +$25.2K +60 +2%
BWM
4522
Brown Wealth Management
Illinois
$1.15M +$440K +1,046 +62%
SWAG
4523
Spectrum Wealth Advisory Group
California
$1.15M +$841 +2 +0.1%
OCG
4524
Opus Capital Group
Ohio
$1.15M +$88.8K +211 +8%
OAM
4525
Oberweis Asset Management
Illinois
$1.15M -$4.21K -10 -0.4%