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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 %
TVM
4876
True Vision MN
Minnesota
$544K +$406 +1 +0.1%
WFPG
4877
Waller Financial Planning Group
Ohio
$543K +$69.4K +165 +15%
PA
4878
Prism Advisors
California
$541K +$421 +1 +0.1%
EPWM
4879
Essex Private Wealth Management
Massachusetts
$540K +$21.5K +51 +4%
FWM
4880
FMA Wealth Management
Massachusetts
$540K
OKSA
4881
O'Keefe Stevens Advisory
New York
$540K +$9.26K +22 +2%
FCT
4882
Family Capital Trust
Massachusetts
$540K
GWAM
4883
Guardian Wealth Advisors (Minnesota)
Minnesota
$535K +$66.9K +159 +14%
BBWP
4884
Beacon Bridge Wealth Partners
Pennsylvania
$529K +$2.52K +6 +0.5%
BC
4885
Barnett & Company
Tennessee
$528K
DA
4886
DSC Advisors
Illinois
$528K +$64.4K +153 +14%
TWD
4887
True Wealth Design
Ohio
$525K -$42.9K -102 -8%
JAIC
4888
Josh Arnold Investment Consultant
Minnesota
$523K +$221K +525 +73%
CCM
4889
Cutler Capital Management
Massachusetts
$522K +$79.5K +189 +18%
SRL
4890
Scientech Research LLC
New Jersey
$518K +$40.4K +96 +8%
GWM
4891
Guardian Wealth Management
Illinois
$518K -$1.26K -3 -0.2%
SC
4892
Steph & Co
Wisconsin
$517K +$118K +281 +30%
FOFP
4893
Fee-Only Financial Planning
South Carolina
$516K
BFP
4894
Beacon Financial Planning
Massachusetts
$512K +$421 +1 +0.1%
HEIP
4895
Hudson Edge Investment Partners
New Jersey
$510K +$41.7K +99 +9%
TF
4896
Threadgill Financial
Texas
$509K +$139K +331 +38%
LL
4897
LPWM LLC
Minnesota
$509K
WC
4898
Wexford Capital
Florida
$508K +$159K +379 +46%
T
4899
TrueFG
Texas
$507K
SC
4900
Schubert & Co
Texas
$506K -$19.4K -46 -4%