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 %
WAM
4951
WFA Asset Management
Wisconsin
$427K +$90.9K +216 +27%
TFM
4952
Trademark Financial Management
Minnesota
$424K -$171K -407 -29%
EFN
4953
Equita Financial Network
Pennsylvania
$424K +$144K +341 +51%
HCA
4954
Hyperion Capital Advisors
New York
$424K
BSWA
4955
Bromfield Sneider Wealth Advisors
Massachusetts
$423K +$274K +651 +184%
ASGS
4956
Alpha Square Group S
New York
$421K
WI
4957
WJ Interests
Texas
$419K
BFA
4958
Bluestem Financial Advisors
Illinois
$419K +$419K +997 New
KAM
4959
Kraft Asset Management
Tennessee
$419K +$126K +300 +43%
RFS
4960
Retirement Financial Solutions
Tennessee
$418K -$33.2K -79 -7%
CFO
4961
Custos Family Office
Texas
$416K +$16.8K +40 +4%
HP
4962
Highlander Partners
Texas
$413K +$413K +1,050 New
SWM
4963
Seaside Wealth Management
California
$413K
TCFP
4964
Treasure Coast Financial Planning
Florida
$412K -$61.4K -146 -13%
ACM
4965
Anfield Capital Management
California
$412K +$182K +433 +79%
CCA
4966
Clarity Capital Advisors
Florida
$410K
HI
4967
Harper Investing
California
$409K +$409K +973 New
NWA
4968
Navis Wealth Advisors
New York
$409K -$225K -536 -36%
SFG
4969
Socha Financial Group
New York
$406K +$4.21K +10 +1%
CCM
4970
Causeway Capital Management
California
$406K +$406K +965 New
AFS
4971
AFG Fiduciary Services
Massachusetts
$406K -$26.4K -62 -6%
CCAL
4972
City Center Advisors LLC
Michigan
$405K +$405K +963 New
OF
4973
Outfitter Financial
Maine
$401K -$42.1K -100 -10%
AP
4974
Aspect Partners
Virginia
$399K +$4.21K +10 +1%
HWM
4975
HRC Wealth Management
Idaho
$399K +$17.7K +42 +5%