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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 %
PVAMC
4851
PPS&V Asset Management Consultants
Michigan
$586K +$421 +1 +0.1%
CMP
4852
Courage Miller Partners
Virginia
$586K +$5.89K +14 +1%
CAG
4853
Compass Advisory Group
New York
$581K -$64.8K -154 -10%
AAG
4854
Avalon Advisory Group
Pennsylvania
$581K +$581K +1,381 New
SCM
4855
Sollinda Capital Management
Florida
$578K -$813K -1,932 -58%
FAM
4856
Fenimore Asset Management
New York
$572K -$3.37K -8 -0.6%
PJWM
4857
Philip James Wealth Mangement
Georgia
$569K -$32.8K -78 -5%
CWM
4858
Core Wealth Management
Florida
$568K +$155K +369 +38%
SWP
4859
Significant Wealth Partners
Illinois
$566K +$44.6K +106 +9%
SCM
4860
Shapiro Capital Management
Georgia
$566K +$421 +1 +0.1%
AC
4861
Amitell Capital
Singapore
$563K +$563K +1,339 New
MCM
4862
MontVue Capital Management
Virginia
$563K -$51.3K -122 -8%
DI
4863
Disciplined Investments
Oklahoma
$562K -$305K -725 -35%
RFA
4864
RTD Financial Advisors
Pennsylvania
$558K
LIM
4865
Lagoda Investment Management
New York
$557K
SEM
4866
Strategic Equity Management
Arizona
$555K
KTA
4867
Keeley-Teton Advisors
Illinois
$554K
VFIC
4868
Valley Forge Investment Consultants
Pennsylvania
$549K +$42.9K +102 +8%
AA
4869
AlphaMark Advisors
Kentucky
$548K +$98.9K +235 +22%
TDC
4870
Thompson Davis & Co
Virginia
$548K +$47.1K +112 +9%
RBCM
4871
Raub Brock Capital Management
California
$547K -$780K -1,855 -59%
CCI
4872
Credit Capital Investments
New Jersey
$547K
LCWP
4873
Legacy Capital Wealth Partners
Arkansas
$546K -$1.93M -6,760 -78%
AC
4874
Applied Capital
Arkansas
$546K
GG
4875
GenWealth Group
New Jersey
$544K +$98K +233 +22%