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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 %
KIM
4776
Karpus Investment Management
New York
$715K
WWM
4777
Wiser Wealth Management
Georgia
$715K +$168K +399 +31%
GWAG
4778
Garrett Wealth Advisory Group
Texas
$715K -$34.5K -82 -5%
FFG
4779
Foundry Financial Group
New Hampshire
$709K +$188K +446 +36%
WFA
4780
West Financial Advisors
Iowa
$706K +$14.3K +34 +2%
AA
4781
Axiom Advisory
California
$705K +$421 +1 +0.1%
FI
4782
FIDELIS iM
Oregon
$704K +$1.26K +3 +0.2%
RA
4783
Resolute Advisors
California
$703K
EFMH
4784
E Fund Management (HK)
Hong Kong
$702K +$516K +1,226 +277%
SC
4785
Schoolcraft Capital
Colorado
$696K -$48.8K -116 -7%
FEM
4786
Fulcrum Equity Management
Texas
$694K +$312K +742 +82%
MAM
4787
McCarthy Asset Management
California
$691K -$10.5K -25 -1%
HPA
4788
High Probability Advisors
New York
$690K -$28.6K -68 -4%
EW
4789
Enzi Wealth
Texas
$687K +$85.2K +206 +14%
RFG
4790
REAP Financial Group
Texas
$687K -$273K -649 -28%
CA
4791
Corrado Advisors
New Jersey
$686K +$686K +1,631 New
HSWS
4792
Higgins & Schmidt Wealth Strategies
Colorado
$686K +$21.5K +51 +3%
TIM
4793
Triad Investment Management
California
$685K
DW
4794
Dodds Wealth
Colorado
$680K +$150K +356 +28%
DAL
4795
Delta Accumulation LLC
California
$680K +$337K +802 +99%
VA
4796
Verdad Advisers
Massachusetts
$674K -$296K -704 -31%
GWM
4797
GoalFusion Wealth Management
Texas
$673K +$4.63K +11 +0.7%
DMKJ
4798
David M. Knott Jr
$673K
FL
4799
FreeGulliver LLC
Louisiana
$672K +$672K +1,598 New
VI
4800
VanderPol Investments
Michigan
$672K -$72.8K -173 -10%