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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 %
WAG
4701
Wheelhouse Advisory Group
Missouri
$849K +$220K +522 +35%
BTIM
4702
BancFirst Trust & Investment Management
Oklahoma
$847K -$64.4K -153 -7%
PIFP
4703
Partners in Financial Planning
Virginia
$847K +$168K +400 +25%
DFC
4704
DBK Financial Counsel
Ohio
$844K +$5.05K +12 +0.6%
PIWA
4705
Prevail Innovative Wealth Advisors
Kansas
$844K -$3.44M -8,174 -80%
MI
4706
Motiv8 Investments
Florida
$838K +$145K +345 +21%
MFGP
4707
Marshall Financial Group (Pennsylvania)
Pennsylvania
$838K +$94.7K +225 +13%
SMF
4708
Sterling Manor Financial
New York
$837K +$63.9K +152 +8%
EC
4709
Eaton-Cambridge
Arizona
$837K -$10.1K -24 -1%
OGF
4710
Orin Green Financial
California
$835K -$774K -2,059 Closed
DFG
4711
Demars Financial Group
Washington
$834K -$54.3K -129 -6%
ASFA
4712
All Season Financial Advisors
Colorado
$831K +$14.3K +34 +2%
BMMM
4713
Boston Mountain Money Management
Arkansas
$827K +$827K +1,967 New
TB
4714
Treynor Bancshares
Iowa
$827K
DFG
4715
Dupree Financial Group
Kentucky
$824K +$35.3K +84 +4%
SAM
4716
Sequent Asset Management
Texas
$824K -$101K -241 -11%
PWM
4717
Provident Wealth Management
Tennessee
$823K +$46.7K +111 +6%
PCM
4718
Piedmont Capital Management
Montana
$822K -$14.8K -35 -2%
MFF
4719
Mango Five Family
Nevada
$820K -$12.6K -30 -2%
DLHL
4720
Donald L. Hagan LLC
Florida
$818K +$18.1K +43 +2%
AFP
4721
Alpha Financial Partners
Kentucky
$818K +$13K +31 +2%
AWM
4722
Activest Wealth Management
Florida
$817K +$83.3K +198 +11%
DVF
4723
Discovery Value Fund
Singapore
$816K
PWS
4724
Private Wealth Strategies
Ohio
$809K +$8.41K +20 +1%
RPSA
4725
Richard P. Slaughter Associates
Texas
$809K -$218K -519 -21%