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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 %
LFG
4976
Leverty Financial Group
Wisconsin
$399K +$18.1K +43 +5%
ICMP
4977
Integrated Capital Management (Pennsylvania)
Pennsylvania
$399K -$15.6K -37 -4%
GS
4978
Gagnon Securities
New York
$398K +$4.21K +10 +1%
AC
4979
AIFG Consultants
New York
$397K -$31.6K -75 -7%
SAM
4980
Simplify Asset Management
Nevada
$396K -$47.1K -112 -11%
ACA
4981
American Capital Advisory
Idaho
$394K -$197K -684 -33%
KPPF
4982
Klein Pavlis & Peasley Financial
California
$394K +$32.8K +78 +9%
DK
4983
David Kennon
Florida
$393K +$36.6K +87 +10%
M
4984
MYeCFO
California
$393K +$21.9K +52 +6%
SA
4985
Sicart Associates
New York
$390K
SPIA
4986
Strategic Point Investment Advisors
Rhode Island
$387K -$8.41K -20 -2%
LFGH
4987
Lee Financial Group Hawaii
Hawaii
$387K
HFA
4988
Highland Financial Advisors
New Jersey
$386K +$25.2K +60 +7%
LWP
4989
Laurel Wealth Planning
Minnesota
$384K -$47.2K -112 -11%
FEG
4990
Fund Evaluation Group
Ohio
$382K +$382K +909 New
SWMG
4991
Sanchez Wealth Management Group
Florida
$381K +$421 +1 +0.1%
CCMIC
4992
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$379K -$50.9K -121 -12%
EA
4993
Ergawealth Advisors
Illinois
$379K +$5.47K +13 +1%
RP
4994
Reinhart Partners
Wisconsin
$379K
UID
4995
Union Investments & Development
Israel
$379K
AFCM
4996
Applied Finance Capital Management
Puerto Rico
$378K -$125K -296 -25%
LG
4997
LAM Group
Oregon
$378K
BFP
4998
Briaud Financial Planning
Texas
$378K +$378K +898 New
CP
4999
Camelot Portfolios
Ohio
$377K -$240K -570 -39%
HWMT
5000
Heritage Wealth Management (Texas)
Texas
$377K