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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.

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 Market Value Shares Shares
Change
Shares
Change %
AIS
5051
American Investment Services
Massachusetts
$310K 737
S
5052
ShariaPortfolio
Florida
$309K 735 -131 -15%
FIA
5053
FPC Investment Advisory
California
$309K 755 +755 New
BWM
5054
Biltmore Wealth Management
Arizona
$301K 802
ACM
5055
Altrius Capital Management
North Carolina
$301K 715 -68 -9%
OP
5056
ORG Partners
Indiana
$299K 700 -16,964 -96%
PWM
5057
Pacific Wealth Management
California
$293K 780
JFG
5058
JDM Financial Group
Texas
$291K 691
VCM
5059
Verde Capital Management
Michigan
$290K 690 +690 New
AWA
5060
Adapt Wealth Advisors
Georgia
$290K 690 +690 New
FWM
5061
Fortress Wealth Management
California
$289K 686 +686 New
SWA
5062
Safir Wealth Advisors
New Hampshire
$286K 680
DGI
5063
Disciplined Growth Investors
Minnesota
$286K 679
WCWM
5064
Wooster Corthell Wealth Management
Connecticut
$285K 678 +4 +0.6%
SWM
5065
Stapp Wealth Management
Washington
$284K 676
WS
5066
Wela Strategies
Georgia
$284K 675 +24 +4%
CFO
5067
Colony Family Offices
North Carolina
$281K 668 +668 New
VF
5068
Vawter Financial
Ohio
$281K 667 +21 +3%
HWM
5069
Horizons Wealth Management
North Carolina
$279K 741
GA
5070
Greytown Advisors
Florida
$278K 660 +47 +8%
FFW
5071
Fusion Family Wealth
New York
$276K 657
CAAM
5072
Cornerstone Advisors Asset Management
Pennsylvania
$273K 650
AIM
5073
Access Investment Management
Georgia
$273K 650 +650 New
RCG
5074
Ruane, Cunniff & Goldfarb
New York
$273K 649 -43 -6%
KSWA
5075
Kathleen S. Wright Associates
Pennsylvania
$272K 645 +413 +178%