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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 %
BWG
4676
Balanced Wealth Group
Ohio
$974K -$117K -256 -11%
GCL
4677
Gouws Capital LLC
North Carolina
$974K
MWM
4678
Melfa Wealth Management
Massachusetts
$974K +$121K +270 +14%
HFW
4679
Horizon Family Wealth
Illinois
$972K -$17.9K -40 -2%
PIWA
4680
Prevail Innovative Wealth Advisors
Kansas
$970K +$73.7K +165 +8%
KCM
4681
Kendall Capital Management
Maryland
$969K +$46K +103 +5%
SP
4682
SWS Partners
Ohio
$968K -$551K -1,233 -36%
JC
4683
Jentner Corp
Ohio
$960K
CCA
4684
Conservest Capital Advisors
Pennsylvania
$959K
PIC
4685
Portland Investment Counsel
Ontario, Canada
$955K -$7.6K -17 -0.8%
CFS
4686
Cannon Financial Strategists
Georgia
$955K -$109K -243 -10%
MCM
4687
MontVue Capital Management
Virginia
$952K +$355K +794 +59%
RDIA
4688
RE Dickinson Investment Advisors
Iowa
$952K +$147K +330 +18%
FWM
4689
ForthRight Wealth Management
Georgia
$952K
AWM
4690
Able Wealth Management
New Jersey
$951K -$108K -241 -10%
MFG
4691
Mendota Financial Group
Wisconsin
$949K
FL
4692
FreeGulliver LLC
Louisiana
$947K +$233K +520 +33%
MWM
4693
MBE Wealth Management
Wisconsin
$947K -$10.7K -24 -1%
GWM
4694
GoalFusion Wealth Management
Texas
$944K +$229K +513 +32%
WC
4695
Weil Company
California
$943K +$447 +1 +0%
Harris Associates
4696
Harris Associates
Illinois
$941K
KHC
4697
Koesten Hirschmann & Crabtree
Kansas
$939K
LIWM
4698
Long Island Wealth Management
New York
$938K -$4.47K -10 -0.5%
VEA
4699
Virtus ETF Advisers
New York
$938K +$89.8K +201 +11%
DC
4700
Darrow Company
Massachusetts
$937K