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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 %
BWM
4701
Brickley Wealth Management
California
$935K -$112K -250 -11%
PWH
4702
Priebe Wealth Holdings
Minnesota
$934K -$28.6K -64 -3%
E
4703
ETFidea
New York
$932K +$8.94K +20 +1%
ACM
4704
Ardent Capital Management
Ohio
$927K
CWR
4705
Chico Wealth RIA
California
$925K +$70.2K +157 +8%
GOCP
4706
Great Oak Capital Partners
Massachusetts
$925K -$4.06K -10 -0.4%
MHS
4707
M Holdings Securities
Oregon
$921K -$14.9M -32,991 -94%
GCM
4708
Galibier Capital Management
Ontario, Canada
$920K
DFA
4709
DHK Financial Advisors
New Hampshire
$919K +$919K +2,057 New
GRA
4710
Golden Road Advisors
Florida
$918K +$59.3K +129 +7%
HCRE
4711
Hoya Capital Real Estate
Connecticut
$914K
VPWA
4712
Vestia Personal Wealth Advisors
Indiana
$912K +$912K +2,041 New
SLT
4713
St Louis Trust
Missouri
$912K
PIFP
4714
Partners in Financial Planning
Virginia
$910K +$10.3K +23 +1%
CCG
4715
Capital CS Group
California
$910K +$660K +1,476 +264%
ACM
4716
Alamar Capital Management
California
$910K +$910K +2,036 New
LOAMU
4717
Lombard Odier Asset Management (USA)
New York
$894K -$447K -1,000 -33%
RWM
4718
Ruedi Wealth Management
Illinois
$890K +$37.5K +84 +4%
OGF
4719
Orin Green Financial
California
$887K +$887K +1,985 New
EC
4720
Eaton-Cambridge
Arizona
$886K -$2.68K -6 -0.3%
T
4721
Tidemark
California
$886K +$388K +868 +78%
FFWM
4722
Future Financial Wealth Management
Ohio
$886K -$413K -925 -32%
BMMM
4723
Boston Mountain Money Management
Arkansas
$879K
AFO
4724
Allie Family Office
Florida
$878K +$878K +1,965 New
MWA
4725
Merkkuri Wealth Advisors
New York
$878K +$878K +1,963 New