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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 %
BRIA
4926
Balanced Rock Investment Advisors
Massachusetts
$457K -$12.6K -30 -3%
TC
4927
TAGStone Capital
North Carolina
$455K +$5.05K +12 +1%
SFO
4928
Standard Family Office
South Dakota
$455K +$455K +1,081 New
WFA
4929
Websterrogers Financial Advisors
South Carolina
$454K -$440K -1,046 -49%
JWM
4930
JFG Wealth Management
Colorado
$452K +$133K +315 +42%
MFG
4931
Marmo Financial Group
Tennessee
$451K +$36.2K +86 +9%
VL
4932
Vima LLC
Michigan
$451K +$31.2K +108 +7%
TFP
4933
Traction Financial Partners
Wyoming
$450K
SC
4934
Soundwatch Capital
Connecticut
$449K -$646K -1,522 -59%
ACM
4935
Absolute Capital Management
Pennsylvania
$449K +$449K +1,066 New
TFP
4936
Triune Financial Partners
Kansas
$447K -$5.89K -14 -1%
SVWG
4937
Shared Vision Wealth Group
United States
$444K -$20.6K -49 -4%
SC
4938
Swan Capital
Florida
$442K -$26.1K -62 -6%
EFG
4939
Ehrlich Financial Group
California
$441K -$9.67K -23 -2%
BOC
4940
Bull Oak Capital
California
$439K
EA
4941
Ellsworth Advisors
Ohio
$439K +$199K +472 +83%
SJGA
4942
Stephen J. Garry & Associates
New York
$436K +$3.37K +8 +0.8%
PWP
4943
PrairieView Wealth Partners
Illinois
$436K -$31.6K -75 -7%
CPCM
4944
Cardinal Point Capital Management
Ontario, Canada
$436K +$23.6K +56 +6%
OFP
4945
OLIO Financial Planning
Virginia
$433K
LODC
4946
Lanham O'Dell & Company
West Virginia
$432K -$166K -394 -28%
IFA
4947
Interactive Financial Advisors
Illinois
$432K -$30M -71,200 -99%
DSCM
4948
Del-Sette Capital Management
New York
$431K
SA
4949
Sunesis Advisors
Kansas
$428K
CAM
4950
CenterStar Asset Management
Illinois
$428K +$428K +1,015 New