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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 %
AA
4926
AlphaMark Advisors
Kentucky
$526K -$55.4K -124 -10%
SC
4927
Steph & Co
Wisconsin
$522K -$26.4K -59 -5%
SC
4928
Saybrook Capital
North Carolina
$522K +$4.47K +10 +0.9%
DA
4929
DSC Advisors
Illinois
$521K -$39.8K -89 -7%
LAM
4930
Lifestyle Asset Management
Texas
$516K +$9.83K +22 +2%
BIA
4931
Barry Investment Advisors
Massachusetts
$513K +$447 +1 +0.1%
KAM
4932
Kraft Asset Management
Tennessee
$508K +$63K +141 +14%
SC
4933
Schubert & Co
Texas
$506K
BWM
4934
BCGM Wealth Management
Indiana
$505K -$147K -328 -23%
AFTS
4935
American Financial & Tax Strategies
New York
$505K +$17K +38 +3%
BWM
4936
Benchmark Wealth Management
Connecticut
$502K
TWM
4937
Tanglewood Wealth Management
Texas
$496K
EL
4938
Envoi LLC
Minnesota
$494K -$1.2M -2,695 -71%
LAM
4939
Lountzis Asset Management
Pennsylvania
$493K
DACS
4940
Dymon Asia Capital (Singapore)
Singapore
$492K +$492K +1,100 New
RFP
4941
Roth Financial Partners
Texas
$489K
AI
4942
AdvisorShares Investments
Maryland
$489K -$13.7K -30 -3%
IAMH
4943
IvyRock Asset Management (HK)
Hong Kong
$487K
AWA
4944
Adapt Wealth Advisors
Georgia
$486K +$178K +398 +58%
SWM
4945
Sagace Wealth Management
Florida
$485K +$485K +1,095 New
MC
4946
McCarthy & Cox
Ohio
$484K -$325K -728 -40%
SFO
4947
Standard Family Office
South Dakota
$483K
MFG
4948
Marmo Financial Group
Tennessee
$480K
FPCG
4949
Forum Private Client Group
Indiana
$474K -$15.2K -34 -3%
BRIA
4950
Balanced Rock Investment Advisors
Massachusetts
$474K -$12.1K -27 -2%