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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 %
CFGF
4751
Compass Financial Group (Florida)
Florida
$834K +$9.35K +20 +1%
BHWA
4752
Beacon Harbor Wealth Advisors
Virginia
$831K -$5.96M -13,343 -88%
HG
4753
Harbor Group
New Hampshire
$828K -$447 -1 -0.1%
MGWA
4754
Monument Group Wealth Advisors
Massachusetts
$826K
CWA
4755
Core Wealth Advisors
Florida
$826K +$131K +294 +19%
LAM
4756
Lingohr Asset Management
Germany
$826K +$18.3K +41 +2%
CFG
4757
Compton Financial Group
Maryland
$825K +$447 +1 +0.1%
FFP
4758
Forbes Financial Planning
Rhode Island
$825K
FG
4759
Fairman Group
Pennsylvania
$824K
TWM
4760
TSA Wealth Management
Texas
$824K +$118K +263 +17%
PCM
4761
Piedmont Capital Management
Montana
$822K
HPCM
4762
Hunter Perkins Capital Management
Illinois
$822K -$89.3K -200 -10%
GF
4763
Goodman Financial
Texas
$818K +$818K +1,830 New
KBG
4764
Kahn Brothers Group
New York
$817K -$33.5K -75 -4%
FIC
4765
Family Investment Center
Missouri
$810K +$25K +56 +3%
SPW
4766
Surience Private Wealth
Washington
$806K
AWMNH
4767
Arcadia Wealth Management (New Hampshire)
New Hampshire
$805K +$24.6K +55 +3%
EPP
4768
ETF Portfolio Partners
Kansas
$800K
GA
4769
Gordian Advisors
Arizona
$798K -$4.92K -11 -0.6%
AWM
4770
AAF Wealth Management
Massachusetts
$793K +$98.8K +221 +14%
BF
4771
Blankinship & Foster
California
$782K +$447 +1 +0.1%
SVWG
4772
Shared Vision Wealth Group
United States
$778K +$307K +687 +65%
SWM
4773
Shakespeare Wealth Management
Wisconsin
$778K +$12.5K +28 +2%
BFG
4774
Baron Financial Group
New Jersey
$777K -$234K -524 -23%
DFA
4775
DHJJ Financial Advisors
Illinois
$776K +$12.1K +27 +2%