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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 %
MC
4751
McCarthy & Cox
Ohio
$762K +$762K +1,811 New
FS
4752
Financial Symmetry
North Carolina
$760K +$40.8K +97 +6%
LAM
4753
Lingohr Asset Management
Germany
$760K -$149K -355 -16%
SPW
4754
Surience Private Wealth
Washington
$759K -$523K -1,242 -41%
HA
4755
HC Advisors
Georgia
$758K -$1.26K -3 -0.2%
RDIA
4756
RE Dickinson Investment Advisors
Iowa
$757K -$11.8K -28 -2%
GA
4757
Gordian Advisors
Arizona
$756K -$842 -2 -0.1%
BGAI
4758
Bruce G. Allen Investments
Colorado
$755K -$38.3K -91 -5%
EPP
4759
ETF Portfolio Partners
Kansas
$753K
ES
4760
ETF Store
Kansas
$751K +$34.5K +82 +5%
CFGF
4761
Compass Financial Group (Florida)
Florida
$742K +$379K +901 +104%
BWIA
4762
Bryant Woods Investment Advisors
New York
$741K +$32.4K +77 +5%
FIC
4763
Family Investment Center
Missouri
$739K +$52.2K +124 +8%
BF
4764
Blankinship & Foster
California
$736K -$77K -183 -9%
LWIC
4765
Leith Wheeler Investment Counsel
British Columbia, Canada
$735K +$260K +617 +55%
AWMNH
4766
Arcadia Wealth Management (New Hampshire)
New Hampshire
$734K +$114K +272 +18%
GCGDR
4767
Geo Capital Gestora de Recursos
Brazil
$734K -$1.74M -4,125 -70%
BSWM
4768
Boston Standard Wealth Management
Massachusetts
$724K -$74.1K -176 -9%
CPA
4769
Clear Point Advisors
New York
$724K +$77K +183 +12%
AFG
4770
Arkansas Financial Group
Arkansas
$723K
DWMS
4771
Dominguez Wealth Management Solutions
Virginia
$723K +$841 +2 +0.1%
PP
4772
PFS Partners
New Jersey
$721K -$14.3K -34 -2%
SWM
4773
Shakespeare Wealth Management
Wisconsin
$720K +$1.26K +3 +0.2%
DFA
4774
DHJJ Financial Advisors
Illinois
$720K -$3.79K -9 -0.5%
NRA
4775
NSI Retail Advisors
Pennsylvania
$716K -$126K -300 -15%