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 %
SA
4526
Sage Advisors
Colorado
$1.13M +$846K +2,011 +295%
APW
4527
Axim Planning & Wealth
Ohio
$1.13M -$34.9K -83 -3%
TWP
4528
Tower Wealth Partners
Pennsylvania
$1.13M -$10.1K -24 -0.9%
AGA
4529
Arkos Global Advisors
Texas
$1.12M -$151K -360 -12%
GCM
4530
G2 Capital Management
Ohio
$1.12M
NF
4531
NavPoint Financial
Minnesota
$1.12M
FPIS
4532
Financial Planning & Information Services
Wisconsin
$1.12M -$48K -114 -4%
AWM
4533
Austin Wealth Management
Texas
$1.12M +$235K +545 +27%
TCM
4534
TruNorth Capital Management
Michigan
$1.12M +$1.12M +2,651 New
PCM
4535
Presidio Capital Management
California
$1.12M +$9.26K +22 +0.8%
DC
4536
Dorval Corp
Minnesota
$1.12M -$3.72K -9 -0.3%
MFC
4537
Morris Financial Concepts
South Carolina
$1.11M -$7.15K -17 -0.6%
CM
4538
Capula Management
Cayman Islands
$1.11M +$1.11M +2,644 New
WCM
4539
Wallace Capital Management
Texas
$1.11M -$8.41K -20 -0.8%
SBCM
4540
Silverberg Bernstein Capital Management
New York
$1.11M
F4L
4541
Fortune 45 LLC
Louisiana
$1.11M +$10.9K +26 +1%
AIC
4542
Anthracite Investment Company
Texas
$1.11M
JWS
4543
Juncture Wealth Strategies
Arizona
$1.11M +$7.15K +17 +0.6%
MWA
4544
MFA Wealth Advisors
Pennsylvania
$1.11M -$2.53K -6 -0.2%
DP
4545
Denver PWM
Colorado
$1.1M -$5.47K -13 -0.5%
VF
4546
VitalStone Financial
Texas
$1.1M +$303K +721 +38%
DCBT
4547
Dakota Community Bank & Trust
North Dakota
$1.1M -$105K -250 -9%
AFO
4548
Arrowroot Family Office
California
$1.1M +$2.1K +5 +0.2%
AI
4549
Arvest Investments
Arkansas
$1.09M -$32K -76 -3%
FSWA
4550
Financial Synergies Wealth Advisors
Texas
$1.09M +$648K +1,540 +145%