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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 %
DFG
4726
Dupree Financial Group
Kentucky
$876K
SAM
4727
Sequent Asset Management
Texas
$875K
MI
4728
Motiv8 Investments
Florida
$875K -$15.6K -35 -2%
PWS
4729
Private Wealth Strategies
Ohio
$874K +$13.9K +31 +2%
SAW
4730
Signal Advisors Wealth
Michigan
$872K -$4.82M -10,780 -85%
DFG
4731
Demars Financial Group
Washington
$867K -$18.3K -41 -2%
IWP
4732
IAG Wealth Partners
Wisconsin
$867K +$46K +103 +6%
SMF
4733
Sterling Manor Financial
New York
$867K -$22.3K -50 -3%
PDM
4734
Penn Davis McFarland
Texas
$864K -$131K -293 -13%
HWA
4735
Hilltop Wealth Advisors
North Carolina
$862K +$236K +527 +38%
FS
4736
Financial Symmetry
North Carolina
$859K +$51.4K +115 +6%
VWM
4737
VanWeelden Wealth Management
Ohio
$857K +$857K +1,723 New
MBFW
4738
Morton Brown Family Wealth
Pennsylvania
$853K +$22K +50 +3%
DFC
4739
DBK Financial Counsel
Ohio
$853K -$43.3K -97 -5%
WH
4740
Whitcomb & Hess
Ohio
$853K -$148K -331 -15%
BGA
4741
Battery Global Advisors
Massachusetts
$852K +$217K +486 +34%
ETIA
4742
Epic Trust Investment Advisors
Washington
$851K -$105K -234 -11%
KCM
4743
Kaye Capital Management
California
$850K +$25.9K +58 +3%
MIM
4744
Martin Investment Management
Florida
$848K +$17.9K +40 +2%
PFA
4745
Plotkin Financial Advisors
Maryland
$845K
EW
4746
Enzi Wealth
Texas
$844K +$67.8K +145 +9%
MSF
4747
Mustard Seed Financial
Arkansas
$841K
PFC
4748
Poplar Forest Capital
California
$835K
DW
4749
Dodds Wealth
Colorado
$835K +$92.3K +201 +12%
XWM
4750
Xcel Wealth Management
Florida
$835K -$188K -421 -18%