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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 %
WA
4551
Waterford Advisors
New York
$1.09M
DC
4552
Defender Capital
North Carolina
$1.09M -$416K -989 -28%
NQWM
4553
Northwest Quadrant Wealth Management
Oregon
$1.09M +$1.68K +4 +0.2%
HMS
4554
Hanseatic Management Services
New Mexico
$1.09M +$19.8K +47 +2%
OS
4555
Objectivity Squared
South Carolina
$1.09M +$30.5K +72 +3%
SCA
4556
Stuart Chaussee & Associates
California
$1.08M +$210K +500 +24%
AFIA
4557
America First Investment Advisors
Nebraska
$1.08M +$421 +1 +0%
WFP
4558
Wrenne Financial Planning
Kentucky
$1.08M -$35.3M -83,962 -97%
CIA
4559
Caerus Investment Advisors
Texas
$1.08M
IW
4560
Instrumental Wealth
Florida
$1.08M +$58.1K +135 +6%
SM
4561
Sensible Money
Arizona
$1.07M +$49.2K +117 +5%
GCWM
4562
Graham Capital Wealth Management
District of Columbia
$1.07M -$7.57K -18 -0.7%
VFA
4563
Virtus Fund Advisers
Connecticut
$1.07M +$1.07M +2,552 New
NFP
4564
Narus Financial Partners
Utah
$1.07M -$41.7K -99 -4%
BMD
4565
Better Money Decisions
New Mexico
$1.07M +$42.5K +101 +4%
BWA
4566
Boulder Wealth Advisors
Colorado
$1.07M +$1.07M +2,544 New
CCM
4567
Carmel Capital Management
California
$1.07M -$2.1K -5 -0.2%
YWM
4568
Yoder Wealth Management
California
$1.07M -$61.4K -146 -5%
MWP
4569
Meredith Wealth Planning
Illinois
$1.06M +$6.31K +15 +0.6%
DWM
4570
Dopkins Wealth Management
New York
$1.06M +$84.6K +201 +9%
CPG
4571
Cornerstone Planning Group
New Jersey
$1.06M -$87.8K -216 -8%
SW
4572
Signify Wealth
Missouri
$1.06M +$124K +294 +13%
MAM
4573
MMA Asset Management
Pennsylvania
$1.05M -$5.37K -13 -0.5%
AG
4574
Artal Group
Luxembourg
$1.05M
BCM
4575
Basso Capital Management
Connecticut
$1.05M