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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 %
AWM
4601
Altus Wealth Management
Kentucky
$1.1M +$56.8K +127 +5%
LGW
4602
Leslie Global Wealth
Illinois
$1.1M +$1.1M +2,453 New
CCA
4603
Covey Capital Advisors
Georgia
$1.1M
NQWM
4604
Northwest Quadrant Wealth Management
Oregon
$1.09M -$64.4K -144 -6%
WAG
4605
Wheelhouse Advisory Group
Missouri
$1.09M +$166K +362 +18%
C1AG
4606
Client 1st Advisory Group
Florida
$1.09M +$68.8K +154 +7%
KFSC
4607
Keystone Financial Services (Colorado)
Colorado
$1.09M +$141K +316 +15%
IDBONY
4608
Israel Discount Bank of New York
New York
$1.09M -$1.11M -2,494 -51%
FEM
4609
Fulcrum Equity Management
Texas
$1.09M +$349K +782 +47%
SSWG
4610
Seven Springs Wealth Group
Tennessee
$1.09M -$1.79K -4 -0.2%
JPLA
4611
Joseph P. Lucia & Associates
New York
$1.09M +$80.9K +181 +8%
CIA
4612
Caerus Investment Advisors
Texas
$1.08M -$62.1K -139 -5%
VFPW
4613
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.08M +$22.8K +51 +2%
WWP
4614
Waypoint Wealth Partners
California
$1.08M +$76K +170 +8%
BA
4615
Ballew Advisors
Mississippi
$1.08M +$24.1K +53 +2%
AA
4616
AlphaQ Advisors
Florida
$1.08M -$1.16M -2,593 -52%
KNFPWM
4617
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.08M -$21.9K -49 -2%
CFS
4618
CGC Financial Services
Oregon
$1.07M -$28.6K -64 -3%
AI
4619
ArchPoint Investors
Florida
$1.07M +$1.34K +3 +0.1%
BTIM
4620
BancFirst Trust & Investment Management
Oklahoma
$1.07M +$156K +345 +17%
PWM
4621
Provident Wealth Management
Tennessee
$1.07M +$194K +434 +22%
MC
4622
McMorgan & Co
California
$1.06M -$669K -1,496 -39%
CPCP
4623
Cedar Point Capital Partners
Iowa
$1.06M +$17.9K +40 +2%
AA
4624
Aufman Associates
Pennsylvania
$1.06M +$73.3K +164 +7%
SFS
4625
Sharp Financial Services
Pennsylvania
$1.06M +$118K +263 +12%