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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 %
SBF
4826
Sara-Bay Financial
Florida
$626K -$93.4K -220 -13%
VWA
4827
Valued Wealth Advisors
Utah
$624K +$193K +460 +45%
RWA
4828
Redmont Wealth Advisors
Illinois
$624K -$54.3K -129 -8%
RCA
4829
Reitz Capital Advisors
Michigan
$623K
TPW
4830
Tiller Private Wealth
Pennsylvania
$623K -$39.1K -93 -6%
DWM
4831
Denver Wealth Management
Colorado
$623K -$26.1K -62 -4%
SHIM
4832
Stone House Investment Management
Pennsylvania
$620K +$450K +1,070 +266%
EFP
4833
EnRich Financial Partners
Wisconsin
$619K
CAM
4834
Clarity Asset Management
Iowa
$616K +$142K +337 +30%
BWM
4835
BCGM Wealth Management
Indiana
$613K -$1.43M -3,391 -70%
LAM
4836
LifePro Asset Management
California
$606K +$86.6K +206 +17%
CCA
4837
Cadent Capital Advisors
Oklahoma
$605K +$202K +480 +50%
G
4838
Gainplan
Michigan
$601K -$147K -349 -20%
SG
4839
Sharper & Granite
California
$600K
OA
4840
Oceanside Advisors
South Carolina
$599K -$187K -445 -24%
BGA
4841
Battery Global Advisors
Massachusetts
$597K
BWL
4842
Beacon Wealthcare LLC
North Carolina
$596K +$101K +241 +21%
WAM
4843
Weinberger Asset Management
California
$595K -$18.9K -45 -3%
MSE
4844
MUFG Securities EMEA
United Kingdom
$594K -$132M -313,587 -100%
VFG
4845
Valley Financial Group
Pennsylvania
$594K +$134K +319 +29%
HWA
4846
Hilltop Wealth Advisors
North Carolina
$590K -$105K -250 -15%
WFC
4847
Western Financial Corp
California
$589K +$65.6K +156 +13%
ONGA
4848
O'Neil Global Advisors
California
$589K -$5.95M -14,135 -91%
WCM
4849
Windham Capital Management
Massachusetts
$588K -$1.07M -2,533 -64%
CI
4850
Cordant Inc
Oregon
$586K +$441K +1,049 +305%