MSFT icon

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 %
OBWP
4901
O'Brien Wealth Partners
Massachusetts
$504K -$343K -816 -40%
BI
4902
Bramshill Investments
Florida
$501K
KWM
4903
Keating Wealth Management
Colorado
$494K
SC
4904
Saybrook Capital
North Carolina
$487K +$54.7K +130 +13%
BIA
4905
Barry Investment Advisors
Massachusetts
$482K +$1.68K +4 +0.4%
LTL
4906
Lowery Thomas LLC
California
$479K -$54.7K -130 -10%
SIAS
4907
Summit Investment Advisory Services
Minnesota
$478K +$123K +292 +35%
LAM
4908
Lifestyle Asset Management
Texas
$476K -$54.3K -129 -10%
SHFP
4909
Second Half Financial Partners
Florida
$473K +$60.1K +143 +15%
BWM
4910
Benchmark Wealth Management
Connecticut
$473K
SWA
4911
ShankerValleau Wealth Advisors
Illinois
$472K +$29.5K +70 +7%
T
4912
Tidemark
California
$469K +$42.5K +101 +10%
BP
4913
BCK Partners
New York
$468K +$25.2K +60 +6%
PIM
4914
Paradice Investment Management
Colorado
$468K +$96.3K +229 +26%
WIC
4915
Whitegate Investment Counselors
New Hampshire
$468K -$28.2K -67 -6%
TWM
4916
Tanglewood Wealth Management
Texas
$467K -$34.1K -81 -7%
Belvedere Trading
4917
Belvedere Trading
Illinois
$464K +$464K +1,104 New
LAM
4918
Lountzis Asset Management
Pennsylvania
$464K
AI
4919
AdvisorShares Investments
Maryland
$463K +$463K +1,100 New
DB
4920
Dravo Bay
Delaware
$461K +$36.2K +86 +9%
FPCG
4921
Forum Private Client Group
Indiana
$461K -$841 -2 -0.2%
RFP
4922
Roth Financial Partners
Texas
$460K
AFTS
4923
American Financial & Tax Strategies
New York
$459K -$17.3K -41 -4%
HC
4924
Hoese & Co
Minnesota
$459K -$66.2K -160 -13%
IAMH
4925
IvyRock Asset Management (HK)
Hong Kong
$459K