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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 %
FPW
5001
Flagship Private Wealth
Massachusetts
$408K +$11.2K +25 +3%
CCAL
5002
City Center Advisors LLC
Michigan
$405K
CAM
5003
CenterStar Asset Management
Illinois
$405K -$50.2K -112 -11%
EA
5004
Ergawealth Advisors
Illinois
$404K +$1.34K +3 +0.3%
PFG
5005
Pinnacle Financial Group
Illinois
$403K +$403K +902 New
LFG
5006
Leverty Financial Group
Wisconsin
$403K -$20.6K -46 -5%
RP
5007
Reinhart Partners
Wisconsin
$402K
M
5008
MYeCFO
California
$402K -$15.2K -34 -4%
DSCM
5009
Del-Sette Capital Management
New York
$402K -$56.3K -126 -12%
BFP
5010
Briaud Financial Planning
Texas
$401K -$447 -1 -0.1%
FWM
5011
Fortress Wealth Management
California
$400K +$93K +208 +30%
VARA
5012
Value Aligned Research Advisors
New Jersey
$398K +$398K +890 New
S4W
5013
Solutions 4 Wealth
Texas
$394K +$21.5K +48 +6%
SSG
5014
Summit Securities Group
New York
$394K -$66.9M -149,619 -99%
TB
5015
Terril Brothers
Missouri
$392K +$8.94K +20 +2%
QCM
5016
Qsemble Capital Management
New York
$389K +$389K +871 New
LWP
5017
Laurel Wealth Planning
Minnesota
$387K -$20.6K -46 -5%
SPA
5018
Shore Point Advisors
New Jersey
$387K +$165K +370 +75%
AFA
5019
Alpha Financial Advisors
North Carolina
$386K
CCMIC
5020
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$385K -$18.3K -41 -5%
TWCA
5021
Two West Capital Advisors
Kansas
$384K +$384K +860 New
CWM
5022
Certus Wealth Management
California
$382K
CEI
5023
Clark Estates Inc
New York
$381K
BFA
5024
Bright Financial Advisors
Michigan
$379K
MAWAG
5025
Mid-American Wealth Advisory Group
Missouri
$378K +$121K +271 +47%