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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 %
PWAC
5101
Private Wealth Advisors (California)
California
$273K +$456 +1 +0.2%
WWWM
5102
White Wing Wealth Management
Texas
$272K +$23.7K +53 +10%
CWA
5103
Cornerstone Wealth Advisors
Minnesota
$271K +$55K +123 +25%
IHWM
5104
Iron Horse Wealth Management
Iowa
$271K +$134K +300 +98%
AFS
5105
Axiom Financial Strategies
Indiana
$270K -$719K -1,608 -73%
JSC
5106
J. Stern & Co
United Kingdom
$270K
RBC
5107
Rye Brook Capital
Connecticut
$268K
CFGSD
5108
Compass Financial Group (South Dakota)
South Dakota
$265K +$7.6K +17 +3%
FA
5109
FC Advisory
Pennsylvania
$264K -$2.68K -6 -1%
LW
5110
Lauer Wealth
Indiana
$262K +$262K +577 New
FW
5111
Fairway Wealth
Ohio
$262K +$262K +586 New
FIS
5112
Fischer Investment Strategies
California
$262K
IFPL
5113
Investments & Financial Planning LLC
Kentucky
$262K
SFA
5114
Spectrum Financial Alliance
Kentucky
$261K +$21.5K +48 +9%
WA
5115
Wealthstar Advisors
Texas
$259K -$988K -2,210 -79%
SA
5116
swisspartners Advisors
Switzerland
$258K
EFMH
5117
E Fund Management (HK)
Hong Kong
$258K -$487K -1,091 -65%
PCM
5118
Perritt Capital Management
Illinois
$258K -$13K -29 -5%
SPWM
5119
Straight Path Wealth Management
Michigan
$258K
LA
5120
LPF Advisors
Florida
$257K +$32.2K +72 +14%
ALS
5121
Andrew L. Share
$257K
GCM
5122
Garland Capital Management
Washington
$254K +$254K +568 New
MS
5123
Maven Securities
Jersey
$253K -$759K -1,698 -75%
GA
5124
Greytown Advisors
Florida
$252K -$43.4K -97 -15%
TF
5125
Theory Financial
Colorado
$251K -$10.3K -23 -4%