MSFT icon

Microsoft

5,209 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, 2,373 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,209
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
43.58%
New
199
Increased
2,373
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 %
TVM
4876
True Vision MN
Minnesota
$596K -$2.24K -5 -0.4%
VFIC
4877
Valley Forge Investment Consultants
Pennsylvania
$595K +$11.6K +26 +2%
BP
4878
BCK Partners
New York
$594K +$96.5K +216 +19%
LIM
4879
Lagoda Investment Management
New York
$592K
BWIA
4880
Bryant Woods Investment Advisors
New York
$590K +$34.1K +108 +6%
WFPG
4881
Waller Financial Planning Group
Ohio
$590K +$13.4K +30 +2%
BBWP
4882
Beacon Bridge Wealth Partners
Pennsylvania
$585K +$21.9K +49 +4%
RBCM
4883
Raub Brock Capital Management
California
$581K
VCMGDR
4884
Vinland Capital Management Gestora de Recursos
Brazil
$581K +$581K +1,300 New
NWA
4885
Navis Wealth Advisors
New York
$580K +$146K +326 +34%
AC
4886
Applied Capital
Arkansas
$580K
HWMT
4887
Heritage Wealth Management (Texas)
Texas
$579K +$179K +400 +45%
GG
4888
GenWealth Group
New Jersey
$578K
TWD
4889
True Wealth Design
Ohio
$578K +$19.7K +44 +4%
OKSA
4890
O'Keefe Stevens Advisory
New York
$577K +$2.68K +6 +0.5%
SFC
4891
Strategic Financial Concepts
Texas
$576K +$574K +1,865,996 +31,649%
PA
4892
Prism Advisors
California
$575K
GWAM
4893
Guardian Wealth Advisors (Minnesota)
Minnesota
$575K +$7.15K +16 +1%
FCT
4894
Family Capital Trust
Massachusetts
$573K
ACM
4895
Anfield Capital Management
California
$567K +$130K +291 +30%
KIC
4896
Keating Investment Counselors
Florida
$565K -$483K -1,080 -46%
JAIC
4897
Josh Arnold Investment Consultant
Minnesota
$564K +$8.94K +20 +2%
EPWM
4898
Essex Private Wealth Management
Massachusetts
$564K -$10.3K -23 -2%
SWA
4899
ShankerValleau Wealth Advisors
Illinois
$562K +$60.3K +135 +12%
LL
4900
LPWM LLC
Minnesota
$561K +$932 +2 +0.2%