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Microsoft

5,184 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, 2,421 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,184
Holders Change
+17
Holders Change %
+0.33%
% of All Funds
75.16%
Holding in Top 10
2,936
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+1.87%
% of All Funds
42.57%
New
195
Increased
2,216
Reduced
2,421
Closed
104
Calls
$42.4B
Puts
$45.6B
Net Calls
-$3.2B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Shares
Change %
1CM
5001
1492 Capital Management
Wisconsin
$374K +$4.21K +10 +1%
FPW
5002
Flagship Private Wealth
Massachusetts
$374K +$112K +266 +43%
LFA
5003
LifeGuide Financial Advisors
Pennsylvania
$364K +$1.26K +3 +0.3%
AFA
5004
Alpha Financial Advisors
North Carolina
$364K
MWA
5005
Mills Wealth Advisors
Texas
$362K -$75.3K -179 -17%
TB
5006
Terril Brothers
Missouri
$361K -$10.5K -25 -3%
CEI
5007
Clark Estates Inc
New York
$359K
SC
5008
Sykon Capital
New York
$358K +$27.8K +66 +8%
GFG
5009
GR Financial Group
Arizona
$356K +$33.2K +79 +10%
SG
5010
Strid Group
Pennsylvania
$354K -$29K -69 -8%
NL
5011
NDWM LLC
California
$352K
VF
5012
Vista Finance
Missouri
$351K +$91.3K +217 +35%
S4W
5013
Solutions 4 Wealth
Texas
$351K +$32.4K +77 +10%
LWAM
5014
Legacy Wealth Asset Management
Minnesota
$349K +$11.8K +28 +3%
RWIA
5015
Roger Wittlin Investment Advisory
California
$349K +$349K +829 New
CWM
5016
Certus Wealth Management
California
$347K +$347K +854 New
BWM
5017
Buska Wealth Management
Wisconsin
$346K +$346K +822 New
NPI
5018
New Perspectives Inc
Mississippi
$343K +$343K +816 New
HF
5019
Halpern Financial
Virginia
$342K
SWM
5020
Solano Wealth Management
California
$340K -$58.5K -139 -15%
TAM
5021
TCP Asset Management
Ohio
$339K +$53K +126 +19%
NHFG
5022
New Harbor Financial Group
Massachusetts
$339K
HWA
5023
Hillcrest Wealth Advisors
New Jersey
$338K -$6.73K -16 -2%
AAS
5024
Asset Allocation Strategies
Michigan
$337K +$41.7K +99 +14%
BFA
5025
Bright Financial Advisors
Michigan
$337K +$337K +847 New