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Microsoft

5,185 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, 2,422 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,185
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
42.58%
New
195
Increased
2,216
Reduced
2,422
Closed
104
Calls
$42.4B
Puts
$45.6B
Net Calls
-$3.2B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Shares
Change %
CWR
4726
Chico Wealth RIA
California
$805K +$194K +461 +32%
MWM
4727
Magnolia Wealth Management
Alabama
$805K +$355K +841 +79%
MWM
4728
Melfa Wealth Management
Massachusetts
$803K +$803K +1,909 New
CFP
4729
Cypress Financial Planning
New Jersey
$802K +$802K +1,907 New
RWM
4730
Ruedi Wealth Management
Illinois
$802K +$23.6K +56 +3%
KBG
4731
Kahn Brothers Group
New York
$801K +$801K +1,902 New
EAM
4732
Exane Asset Management
France
$799K +$799K +1,900 New
VEA
4733
Virtus ETF Advisers
New York
$798K +$51.7K +123 +7%
SIA
4734
Spectrum Investment Advisors
Wisconsin
$797K +$25.2K +60 +3%
PFA
4735
Plotkin Financial Advisors
Maryland
$795K -$8.84K -21 -1%
MBFW
4736
Morton Brown Family Wealth
Pennsylvania
$794K -$188K -446 -19%
MSF
4737
Mustard Seed Financial
Arkansas
$791K
PFC
4738
Poplar Forest Capital
California
$786K
GRA
4739
Golden Road Advisors
Florida
$786K -$23.6K -56 -3%
MIM
4740
Martin Investment Management
Florida
$781K
HG
4741
Harbor Group
New Hampshire
$780K +$67.3K +160 +9%
MGWA
4742
Monument Group Wealth Advisors
Massachusetts
$778K -$90.9K -216 -10%
CFG
4743
Compton Financial Group
Maryland
$776K -$49.7K -118 -6%
FFP
4744
Forbes Financial Planning
Rhode Island
$776K
FG
4745
Fairman Group
Pennsylvania
$776K -$121K -288 -14%
KFG
4746
Kingdom Financial Group
Arizona
$775K -$809K -1,922 -51%
KCM
4747
Kaye Capital Management
California
$775K -$15.1K -36 -2%
IWP
4748
IAG Wealth Partners
Wisconsin
$773K +$7.99K +19 +1%
PVH
4749
Psagot Value Holdings
Israel
$772K -$10.5M -24,913 -93%
AFA
4750
Atlas Financial Advisors
California
$770K +$206K +490 +37%