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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 %
WF
4526
Warner Financial
Maryland
$1.24M
TFA
4527
Tranquilli Financial Advisor
New Jersey
$1.24M -$48.9K -107 -4%
GCM
4528
G2 Capital Management
Ohio
$1.23M +$44.7K +100 +4%
LFA
4529
Lauterbach Financial Advisors
Texas
$1.23M +$2.86K +7 +0.2%
RMF
4530
Red Mountain Financial
Colorado
$1.23M +$1.23M +2,761 New
BWM
4531
Brown Wealth Management
Illinois
$1.23M +$8.94K +20 +0.7%
IAA
4532
Ironsides Asset Advisors
North Carolina
$1.23M -$183K -410 -13%
OCG
4533
Opus Capital Group
Ohio
$1.22M +$2.68K +6 +0.2%
BWP
4534
Bernardo Wealth Planning
Pennsylvania
$1.22M -$63.5K -142 -5%
TWA
4535
Tandem Wealth Advisors
Arizona
$1.22M -$6.26K -14 -0.5%
OAM
4536
Oberweis Asset Management
Illinois
$1.22M
MCC
4537
Maiden Cove Capital
Maine
$1.21M +$1.21M +2,860 New
LFA
4538
Level Financial Advisors
New York
$1.21M -$26.4K -59 -2%
MW
4539
Marks Wealth
Maryland
$1.21M +$1.21M +2,702 New
PWM
4540
Penobscot Wealth Management
Maine
$1.21M -$223K -477 -16%
LWA
4541
Lowe Wealth Advisors
Maryland
$1.2M -$26.8K -60 -2%
IPWA
4542
International Private Wealth Advisors
California
$1.2M +$217K +486 +22%
DWM
4543
Dopkins Wealth Management
New York
$1.2M +$70.6K +158 +6%
FP
4544
Foundry Partners
Minnesota
$1.19M -$78.2K -175 -6%
MWP
4545
Meredith Wealth Planning
Illinois
$1.19M +$59.4K +133 +5%
CCA
4546
Conestoga Capital Advisors
Pennsylvania
$1.19M -$88K -197 -7%
NF
4547
NavPoint Financial
Minnesota
$1.19M
LAS
4548
Lloyd Advisory Services
Georgia
$1.18M -$8.47M -18,961 -88%
F4L
4549
Fortune 45 LLC
Louisiana
$1.18M +$894 +2 +0.1%
SBCM
4550
Silverberg Bernstein Capital Management
New York
$1.18M