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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 %
BRIA
4951
Balanced Rock Investment Advisors
Massachusetts
$474K -$12.1K -27 -2%
HC
4952
Hoese & Co
Minnesota
$473K +$12.9K +31 +3%
AIS
4953
American Investment Services
Massachusetts
$472K +$143K +320 +43%
RVM
4954
Robinson Value Management
Texas
$471K +$471K +1,054 New
RFS
4955
Retirement Financial Solutions
Tennessee
$471K +$26.8K +60 +6%
SC
4956
Swan Capital
Florida
$469K
BOC
4957
Bull Oak Capital
California
$466K
LFA
4958
LifeGuide Financial Advisors
Pennsylvania
$466K +$78.7K +176 +20%
SJGA
4959
Stephen J. Garry & Associates
New York
$463K
PWP
4960
PrairieView Wealth Partners
Illinois
$463K
TFP
4961
Traction Financial Partners
Wyoming
$456K
WS
4962
Wela Strategies
Georgia
$456K +$155K +346 +51%
VF
4963
Vista Finance
Missouri
$456K +$82.6K +185 +22%
SA
4964
Sunesis Advisors
Kansas
$455K
WAM
4965
WFA Asset Management
Wisconsin
$453K -$1.34K -3 -0.3%
HCA
4966
Hyperion Capital Advisors
New York
$450K
TFP
4967
Triune Financial Partners
Kansas
$448K -$27.3K -61 -6%
CWP
4968
Corepath Wealth Partners
Arizona
$447K +$208K +445 +87%
IFA
4969
Interactive Financial Advisors
Illinois
$447K -$11.6K -26 -3%
G
4970
Gainplan
Michigan
$447K -$191K -428 -30%
WI
4971
WJ Interests
Texas
$446K
JSA
4972
Jacobson & Schmitt Advisors
Wisconsin
$444K +$444K +993 New
SPIA
4973
Strategic Point Investment Advisors
Rhode Island
$441K +$29.9K +67 +7%
SWM
4974
Seaside Wealth Management
California
$439K
TCFP
4975
Treasure Coast Financial Planning
Florida
$438K