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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 %
CC
4601
Centiva Capital
New York
$1.01M -$8.2M -19,489 -89%
CFS
4602
Cannon Financial Strategists
Georgia
$1M +$176K +418 +21%
ST
4603
Sageworth Trust
Pennsylvania
$1M
SWP
4604
ShoreHaven Wealth Partners
New Jersey
$1,000K -$53.9K -128 -5%
AU
4605
Algebris (UK)
United Kingdom
$999K +$352K +903 +54%
VFPW
4606
Vantage Financial Partners (Wisconsin)
Wisconsin
$997K +$202K +481 +25%
AWM
4607
Able Wealth Management
New Jersey
$996K +$32.4K +77 +3%
CWM
4608
Collaborative Wealth Management
Florida
$996K -$33.2K -79 -3%
SS
4609
Sound Stewardship
Kansas
$992K
OFS
4610
Oldfather Financial Services
Nebraska
$991K -$29.5K -70 -3%
CFC
4611
Coyle Financial Counsel
Illinois
$991K +$30.7K +73 +3%
KIC
4612
Keating Investment Counselors
Florida
$987K -$484K -1,150 -33%
BWM
4613
Brickley Wealth Management
California
$986K -$163K -387 -14%
BWG
4614
Balanced Wealth Group
Ohio
$985K -$24.7K -60 -2%
BA
4615
Ballew Advisors
Mississippi
$985K +$25.4K +60 +3%
CPCP
4616
Cedar Point Capital Partners
Iowa
$984K -$6.31K -15 -0.6%
MA
4617
Mosaic Advisors
Texas
$984K -$74.1K -176 -7%
STCOSD
4618
Sageworth Trust Company of South Dakota
South Dakota
$982K +$982K +2,334 New
NFW
4619
Noble Family Wealth
Florida
$981K
AWM
4620
Altus Wealth Management
Kentucky
$979K +$190K +451 +24%
RCM
4621
Ridgepath Capital Management
Tennessee
$978K +$586K +1,393 +149%
MM
4622
MQS Management
New York
$976K +$244K +579 +33%
TWA
4623
Trellis Wealth Advisors
California
$975K -$5.75M -13,673 -86%
FL
4624
Fort LP
Maryland
$966K -$138K -328 -13%
TC
4625
TAP Consulting
Missouri
$966K +$21K +50 +2%