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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 %
C1AG
4626
Client 1st Advisory Group
Florida
$964K +$109K +260 +13%
XWM
4627
Xcel Wealth Management
Florida
$963K +$109K +259 +13%
EWM
4628
Echo Wealth Management
Minnesota
$963K +$963K +2,288 New
GOCP
4629
Great Oak Capital Partners
Massachusetts
$963K +$841 +2 +0.1%
CCA
4630
Conservest Capital Advisors
Pennsylvania
$959K +$15.1K +36 +2%
CWM
4631
Chicago Wealth Management
Illinois
$955K -$42.1K -100 -4%
TCM
4632
Tybourne Capital Management
Hong Kong
$953K -$58.7M -139,423 -98%
AWA
4633
Arbor Wealth Advisors
Michigan
$953K
MS
4634
Maven Securities
Jersey
$953K +$953K +2,265 New
BMC
4635
Bear Mountain Capital
Washington
$953K -$121K -294 -11%
HIA
4636
HTG Investment Advisors
Connecticut
$953K -$51.8K -123 -5%
BFG
4637
Baron Financial Group
New Jersey
$952K -$18.9K -45 -2%
KV
4638
Kickstand Ventures
New York
$951K -$26.1K -62 -3%
MS
4639
Mizuho Securities
Japan
$951K +$581K +1,380 +157%
RFO
4640
RiverGlades Family Offices
Florida
$948K
WWP
4641
Waypoint Wealth Partners
California
$947K -$194K -462 -17%
AL
4642
Arnhold LLC
New York
$947K
BAWM
4643
Bennett Associates Wealth Management
Pennsylvania
$946K +$385K +914 +68%
JPLA
4644
Joseph P. Lucia & Associates
New York
$946K +$61K +145 +7%
2L
4645
25 LLC
Missouri
$945K +$16K +38 +2%
WH
4646
Whitcomb & Hess
Ohio
$942K -$104K -247 -10%
KHC
4647
Koesten Hirschmann & Crabtree
Kansas
$939K +$12.6K +30 +1%
CCM
4648
Chiron Capital Management
Florida
$939K -$169K -402 -15%
PDM
4649
Penn Davis McFarland
Texas
$937K -$28.2K -67 -3%
GWA
4650
Geometric Wealth Advisors
District of Columbia
$932K