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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 %
SIA
4851
Spectrum Investment Advisors
Wisconsin
$626K -$220K -493 -26%
WFC
4852
Western Financial Corp
California
$626K
WCM
4853
Windham Capital Management
Massachusetts
$624K
BIG
4854
Boothe Investment Group
Delaware
$624K +$624K +1,366 New
JWM
4855
JFG Wealth Management
Colorado
$624K +$143K +321 +30%
TDC
4856
Thompson Davis & Co
Virginia
$623K +$41.1K +92 +7%
VFG
4857
V2 Financial group
Illinois
$623K -$13.7K -32 -2%
PVAMC
4858
PPS&V Asset Management Consultants
Michigan
$623K +$447 +1 +0.1%
CMP
4859
Courage Miller Partners
Virginia
$623K
CI
4860
Cordant Inc
Oregon
$623K
SG
4861
Sharper & Granite
California
$619K -$11.2K -25 -2%
AAG
4862
Avalon Advisory Group
Pennsylvania
$617K
BA
4863
BCM Advisors
Louisiana
$617K -$43.8K -105 -7%
CPCM
4864
Cardinal Point Capital Management
Ontario, Canada
$615K +$152K +340 +33%
BSWM
4865
Boston Standard Wealth Management
Massachusetts
$613K -$155K -348 -20%
CAG
4866
Compass Advisory Group
New York
$611K -$6.7K -15 -1%
RFA
4867
RTD Financial Advisors
Pennsylvania
$611K +$18.3K +41 +3%
DI
4868
Disciplined Investments
Oklahoma
$609K +$12.1K +27 +2%
WIC
4869
Whitegate Investment Counselors
New Hampshire
$609K +$112K +250 +23%
HOWA
4870
Heritage Oak Wealth Advisors
Florida
$607K +$607K +1,359 New
FAM
4871
Fenimore Asset Management
New York
$607K
SCM
4872
Sollinda Capital Management
Florida
$607K -$8.05K -18 -1%
RFG
4873
REAP Financial Group
Texas
$605K -$124K -278 -17%
OBWP
4874
O'Brien Wealth Partners
Massachusetts
$604K +$68.4K +153 +13%
LFWA
4875
LBJ Family Wealth Advisors
Texas
$602K +$602K +1,346 New