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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 %
RIA
5126
Retirement Investment Advisors
Oklahoma
$251K +$251K +562 New
MFS
5127
McNamara Financial Services
Massachusetts
$250K
KSWA
5128
Kathleen S. Wright Associates
Pennsylvania
$249K -$40.4K -90 -14%
WPWM
5129
Windward Private Wealth Management
Kansas
$247K
TCM
5130
Tuttle Capital Management
Connecticut
$245K +$245K +591 New
WCWM
5131
Wooster Corthell Wealth Management
Connecticut
$245K -$58.6K -131 -19%
IPA
5132
Investment Planning Advisors
Georgia
$242K +$242K +542 New
CAM
5133
Cobblestone Asset Management
Virginia
$241K
WRM
5134
Weybosset Research & Management
Rhode Island
$241K -$2.23K -5 -0.9%
BWA
5135
BCU Wealth Advisors
Illinois
$238K
AFFA
5136
ALM First Financial Advisors
Texas
$237K
UI
5137
Unconventional Investor
New Hampshire
$236K -$16.5K -37 -7%
OAP
5138
One Advisory Partners
Kansas
$236K
SFG
5139
Sage Financial Group
Pennsylvania
$236K -$22.3K -50 -9%
SW
5140
Schulz Wealth
Texas
$236K -$8.94K -20 -4%
RA
5141
Regis Acquisition
Colorado
$235K
GIM
5142
Greylin Investment Management
Virginia
$235K -$22.3K -50 -9%
BWA
5143
Brave Warrior Advisors
New York
$235K
SC
5144
Sinecera Capital
Texas
$233K +$447 +1 +0.2%
DWS
5145
Discipline Wealth Solutions
South Carolina
$233K +$233K +521 New
EG
5146
Ellerson Group
Maryland
$233K -$49.2K -110 -17%
KWM
5147
Kanen Wealth Management
Florida
$233K +$5.36K +12 +2%
BF
5148
Brooklyn FI
New York
$232K +$232K +519 New
SL
5149
SWMG LLC
Texas
$229K +$229K +513 New
WFS
5150
Weitzel Financial Services
Iowa
$227K