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Microsoft

5,208 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, 2,231 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,208
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.76%
Holding in Top 10
2,995
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,373
Reduced
2,231
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 %
SF
5051
SWP Financial
California
$350K -$8.05K -18 -2%
MWM
5052
Maltin Wealth Management
New Jersey
$349K -$8.5K -19 -2%
MWP
5053
MYCIO Wealth Partners
Pennsylvania
$348K
LJCM
5054
Lee Johnson Capital Management
Texas
$347K
BWM
5055
Buska Wealth Management
Wisconsin
$347K -$20.1K -45 -5%
PFA
5056
Peak Financial Advisors
Colorado
$347K -$3.27M -7,325 -90%
BCM
5057
Beddow Capital Management
Wyoming
$346K
DP
5058
Divergent Planning
Maryland
$344K
PGF
5059
Plan Group Financial
Oklahoma
$344K +$70.2K +157 +26%
HF
5060
Halpern Financial
Virginia
$342K -$21.9K -49 -6%
JGC
5061
J. Goldman & Co
New York
$341K -$21M -47,088 -98%
KC
5062
Kinloch Capital
Virginia
$341K +$341K +762 New
NFP
5063
NorthLanding Financial Partners
New York
$340K
EL
5064
EQ LLC
Washington
$338K
PHM
5065
Prospect Hill Management
New Jersey
$335K
FIA
5066
FPC Investment Advisory
California
$335K
SC
5067
Skylands Capital
Wisconsin
$333K
MWA
5068
Mills Wealth Advisors
Texas
$332K -$52.3K -117 -14%
RHJA
5069
Rice Hall James & Associates
California
$332K -$10.7K -24 -3%
NEPPG
5070
New England Professional Planning Group
Rhode Island
$330K -$18.3K -41 -5%
PWM
5071
Praetorian Wealth Management
California
$328K +$328K +734 New
HWA
5072
Hillcrest Wealth Advisors
New Jersey
$325K -$34K -76 -9%
EWA
5073
Elevate Wealth Advisory
Georgia
$316K +$45.6K +102 +17%
S
5074
ShariaPortfolio
Florida
$315K -$13.4K -30 -4%
JFG
5075
JDM Financial Group
Texas
$313K +$4.02K +9 +1%