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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 %
CSIA
4801
Carl Stuart Investment Advisor
Texas
$671K -$170K -403 -20%
TPW
4802
TL Private Wealth
Texas
$670K
PF
4803
Penney Financial
Texas
$669K
TWM
4804
TSA Wealth Management
Texas
$665K -$17.7K -42 -3%
CWM
4805
Capital Wealth Management
Rhode Island
$663K -$6.73K -16 -1%
DWS
4806
Dynamic Wealth Strategies
California
$663K +$10.1K +24 +2%
CC
4807
Capstone Capital
Nevada
$663K
MC
4808
Merlin Capital
Rhode Island
$655K
CWA
4809
Core Wealth Advisors
Florida
$654K +$58.1K +138 +10%
AWM
4810
AAF Wealth Management
Massachusetts
$653K -$318K -756 -33%
CT
4811
ClearAlpha Technologies
Connecticut
$652K +$652K +1,550 New
BA
4812
BCM Advisors
Louisiana
$648K +$413K +1,010 +176%
RJTCONH
4813
Raymond James Trust Company of New Hampshire
New Hampshire
$648K +$80.8K +192 +14%
SCA
4814
Sippican Capital Advisors
Massachusetts
$647K -$340K -809 -34%
ATC
4815
Advantage Trust Company
Kansas
$643K
NI
4816
NFC Investments
Tennessee
$642K
ATI
4817
ARK & TLK Investments
Oklahoma
$640K -$237K -563 -27%
SSC
4818
Syverson Strege & Co
Iowa
$637K +$637K +1,514 New
GFWA
4819
Grey Fox Wealth Advisors
Delaware
$637K +$65.2K +155 +11%
NECFA
4820
New England Capital Financial Advisors
Connecticut
$636K -$11.4K -27 -2%
KA
4821
Kure Advisory
Minnesota
$634K -$1.58M -3,765 -71%
AFWM
4822
Abich Financial Wealth Management
Virginia
$630K -$82.4K -196 -12%
TSS
4823
Thomas Story & Son
Indiana
$629K
VFG
4824
V2 Financial group
Illinois
$628K -$8.41K -20 -1%
PFG
4825
Peterson Financial Group
Iowa
$627K -$6.73K -16 -1%