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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 %
LL
4901
LPWM LLC
Minnesota
$561K +$932 +2 +0.2%
BC
4902
Barnett & Company
Tennessee
$561K
NHFG
4903
New Harbor Financial Group
Massachusetts
$561K +$201K +450 +56%
PJWM
4904
Philip James Wealth Mangement
Georgia
$561K -$43.8K -98 -7%
T
4905
TrueFG
Texas
$554K +$16.5K +37 +3%
LTL
4906
Lowery Thomas LLC
California
$554K +$45.6K +102 +9%
MTIM
4907
Marathon Trading Investment Management
Pennsylvania
$552K +$552K +1,236 New
GWM
4908
Guardian Wealth Management
Illinois
$550K +$447 +1 +0.1%
TC
4909
TAGStone Capital
North Carolina
$548K +$65.2K +146 +14%
FOFP
4910
Fee-Only Financial Planning
South Carolina
$548K
SIAS
4911
Summit Investment Advisory Services
Minnesota
$547K +$39.3K +88 +8%
BWL
4912
Beacon Wealthcare LLC
North Carolina
$546K -$86.7K -194 -14%
BFP
4913
Beacon Financial Planning
Massachusetts
$544K +$447 +1 +0.1%
WC
4914
Wexford Capital
Florida
$543K +$3.13K +7 +0.6%
FWM
4915
FMA Wealth Management
Massachusetts
$542K -$32.2K -72 -6%
EFG
4916
Ehrlich Financial Group
California
$542K +$73.3K +164 +16%
ASGS
4917
Alpha Square Group S
New York
$536K +$89.4K +200 +20%
BFA
4918
Bluestem Financial Advisors
Illinois
$536K +$90.3K +202 +20%
SG
4919
Strid Group
Pennsylvania
$533K +$157K +351 +42%
TF
4920
Threadgill Financial
Texas
$533K -$8.04K -18 -1%
BI
4921
Bramshill Investments
Florida
$532K
RPSA
4922
Richard P. Slaughter Associates
Texas
$531K -$328K -734 -38%
MSA
4923
Marathon Strategic Advisors
Pennsylvania
$531K +$531K +1,188 New
SCM
4924
Shapiro Capital Management
Georgia
$530K -$71.1K -159 -12%
MMC
4925
Mizuho Markets Cayman
Cayman Islands
$530K -$1.37M -3,075 -72%