MSFT icon

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 %
KPPF
5026
Klein Pavlis & Peasley Financial
California
$375K -$43.4K -97 -10%
NL
5027
NDWM LLC
California
$375K +$894 +2 +0.2%
WFA
5028
Websterrogers Financial Advisors
South Carolina
$371K -$111K -249 -23%
RWIA
5029
Roger Wittlin Investment Advisory
California
$371K
RFP
5030
RCS Financial Planning
Maryland
$368K +$134K +301 +58%
1CM
5031
1492 Capital Management
Wisconsin
$366K -$31.3K -70 -8%
SC
5032
Sykon Capital
New York
$366K -$15.2K -34 -4%
CF
5033
Crosspoint Financial
California
$366K +$366K +818 New
NPI
5034
New Perspectives Inc
Mississippi
$365K
TCM
5035
Tang Capital Management
California
$364K +$364K +814 New
CIM
5036
Corbyn Investment Management
Maryland
$363K +$363K +813 New
ES
5037
ETF Store
Kansas
$362K -$435K -974 -55%
SIAM
5038
Sterling Investment Advisors (Missouri)
Missouri
$361K +$13.9K +31 +4%
SA
5039
Stewardship Advisors
Pennsylvania
$359K +$4.92K +11 +1%
BWM
5040
Biltmore Wealth Management
Arizona
$359K +$447 +1 +0.1%
LWAM
5041
Legacy Wealth Asset Management
Minnesota
$359K -$11.6K -26 -3%
GFG
5042
GR Financial Group
Arizona
$358K -$20.1K -45 -5%
WTG
5043
West Tower Group
Virginia
$358K
EFI
5044
EHP Funds Inc
Canada
$358K +$134K +300 +60%
LODC
5045
Lanham O'Dell & Company
West Virginia
$358K -$102K -228 -22%
PCM
5046
Passive Capital Management
Maryland
$354K +$354K +792 New
MCA
5047
Maryland Capital Advisors
Maryland
$353K
HAFS
5048
Hapanowicz & Associates Financial Services
Pennsylvania
$351K
PWG
5049
Private Wealth Group
Florida
$350K
VF
5050
Vawter Financial
Ohio
$350K +$51.8K +116 +17%