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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 %
CWM
4826
Core Wealth Management
Florida
$681K +$77.3K +173 +13%
RJTCONH
4827
Raymond James Trust Company of New Hampshire
New Hampshire
$681K -$7.15K -16 -1%
NECFA
4828
New England Capital Financial Advisors
Connecticut
$676K +$447 +1 +0.1%
PFG
4829
Peterson Financial Group
Iowa
$673K +$7.15K +16 +1%
TSS
4830
Thomas Story & Son
Indiana
$668K
SEM
4831
Strategic Equity Management
Arizona
$665K +$75.1K +168 +13%
RWA
4832
Redmont Wealth Advisors
Illinois
$663K
SHIM
4833
Stone House Investment Management
Pennsylvania
$662K +$3.58K +8 +0.5%
DFCM
4834
Dark Forest Capital Management
Puerto Rico
$661K +$419K +938 +173%
SC
4835
Schiavi & Co
Delaware
$661K +$393K +878 +146%
EFP
4836
EnRich Financial Partners
Wisconsin
$659K +$1.34K +3 +0.2%
LWM
4837
Luminvest Wealth Management
Arizona
$658K +$438K +994 +199%
PSA
4838
Plum Street Advisors
Louisiana
$657K -$660K -1,477 -50%
EAM
4839
Exane Asset Management
France
$657K -$192K -430 -23%
DLHL
4840
Donald L. Hagan LLC
Florida
$657K -$212K -474 -24%
LAM
4841
LifePro Asset Management
California
$648K +$4.47K +10 +0.7%
DWM
4842
Denver Wealth Management
Colorado
$645K -$17K -38 -3%
SWP
4843
Significant Wealth Partners
Illinois
$641K +$39.8K +89 +7%
EFN
4844
Equita Financial Network
Pennsylvania
$641K +$191K +427 +42%
GWM
4845
Grand Wealth Management
Michigan
$639K -$590K -1,321 -48%
OA
4846
Oceanside Advisors
South Carolina
$636K
FF
4847
Financial Futures
New Jersey
$634K +$634K +1,419 New
VL
4848
Vima LLC
Michigan
$634K -$63.9K -143 -9%
VFG
4849
Valley Financial Group
Pennsylvania
$630K -$894 -2 -0.1%
KTA
4850
Keeley-Teton Advisors
Illinois
$629K +$40.7K +91 +7%