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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 %
HFW
4651
Horizon Family Wealth
Illinois
$932K +$1.26K +3 +0.1%
OCFG
4652
O'Connor Financial Group
Illinois
$931K +$12.2K +29 +1%
AA
4653
Aufman Associates
Pennsylvania
$931K -$47.5K -113 -5%
AFS
4654
Axiom Financial Strategies
Indiana
$931K -$33.2K -79 -3%
HCM
4655
Horrell Capital Management
Arkansas
$930K
AI
4656
Auour Investments
Massachusetts
$926K -$841 -2 -0.1%
AC
4657
AXQ Capital
New Jersey
$926K
GCIA
4658
Gabelli & Co Investment Advisers
New York
$926K +$16.8K +40 +2%
SFMG
4659
Sage Financial Management Group
Virginia
$923K
IPWA
4660
International Private Wealth Advisors
California
$922K -$569K -1,352 -38%
QWM
4661
Quaker Wealth Management
New Jersey
$918K -$61.4K -146 -6%
GCL
4662
Gouws Capital LLC
North Carolina
$917K
AFS
4663
Annapolis Financial Services
Maryland
$912K -$666K -1,584 -42%
IPW
4664
Intergy Private Wealth
Colorado
$910K +$14.3K +34 +2%
RH
4665
RFG Holdings
Texas
$909K +$279K +662 +44%
TFG
4666
Tilson Financial Group
New Jersey
$909K -$10.5K -25 -1%
PWH
4667
Priebe Wealth Holdings
Minnesota
$906K -$13.9K -33 -2%
ECG
4668
EPIQ Capital Group
California
$904K +$904K +2,150 New
JC
4669
Jentner Corp
Ohio
$903K +$12.6K +30 +1%
MWM
4670
MBE Wealth Management
Wisconsin
$901K +$209K +496 +30%
ETIA
4671
Epic Trust Investment Advisors
Washington
$899K -$58.1K -138 -6%
MIAS
4672
Mason Investment Advisory Services
Virginia
$898K -$20.2K -48 -2%
FWM
4673
ForthRight Wealth Management
Georgia
$896K -$31.6K -75 -3%
MFG
4674
Mendota Financial Group
Wisconsin
$893K -$196K -466 -18%
KFSC
4675
Keystone Financial Services (Colorado)
Colorado
$892K -$33.2K -79 -4%