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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 %
AWP
4576
Avid Wealth Partners
Texas
$1.05M +$64.4K +153 +7%
SRCM
4577
Signature Resources Capital Management
California
$1.04M
TA
4578
TKG Advisors
Indiana
$1.04M +$215K +511 +26%
KL
4579
KilterHowling LLC
Colorado
$1.04M +$120K +286 +13%
CFS
4580
CGC Financial Services
Oregon
$1.04M +$22.3K +53 +2%
JDR
4581
Jay D. Rosenbaum
$1.04M -$2.36M -5,601 -69%
KNFPWM
4582
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.03M +$200K +476 +24%
WCM
4583
Wealthcare Capital Management
Virginia
$1.03M -$8.83K -21 -0.8%
HFS
4584
Hoge Financial Services
Pennsylvania
$1.03M +$157K +374 +18%
OFG
4585
Omega Financial Group
California
$1.03M +$421 +1 +0%
DWM
4586
Dogwood Wealth Management
Kansas
$1.03M +$95.5K +227 +10%
WN
4587
Williams & Novak
California
$1.03M
CCA
4588
Covey Capital Advisors
Georgia
$1.03M
FA
4589
Fortis Advisors
Pennsylvania
$1.03M +$426K +1,013 +71%
SHF
4590
Stage Harbor Financial
Massachusetts
$1.03M +$4.21K +10 +0.4%
MWA
4591
Martel Wealth Advisors
Washington
$1.03M -$2.1K -5 -0.2%
TWG
4592
The Wealth Group
Minnesota
$1.03M -$99.1K -239 -9%
PBF
4593
Petix & Botte Financial
California
$1.02M -$1.02M -2,434 -50%
SSWG
4594
Seven Springs Wealth Group
Tennessee
$1.02M +$1.68K +4 +0.2%
AS
4595
AM Squared
Hong Kong
$1.02M +$1.02M +2,433 New
IA
4596
Inspire Advisors
Idaho
$1.02M -$228K -543 -18%
IPW
4597
Impact Partnership Wealth
Georgia
$1.02M +$61.9K +147 +6%
LIM
4598
Letson Investment Management
Georgia
$1.01M +$168K +400 +20%
WAG
4599
Windsor Advisory Group
Ohio
$1.01M +$28.2K +67 +3%
AI
4600
ArchPoint Investors
Florida
$1.01M +$842 +2 +0.1%