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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.

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 Market Value Shares Shares
Change
Shares
Change %
HEIP
5151
Hudson Edge Investment Partners
New Jersey
$226K 507 -705 -58%
KPP
5152
Kings Path Partners
Texas
$223K 500 +500 New
SGI
5153
Swan Global Investments
Colorado
$223K 501 +501 New
BHWM
5154
Bay Harbor Wealth Management
Maryland
$222K 497 -4 -0.8%
AA
5155
AF Advisors
California
$221K 494
PPW
5156
PACK Private Wealth
Minnesota
$220K 493 +493 New
SCM
5157
Stonehearth Capital Management
Massachusetts
$220K 491
LFA
5158
Livelsberger Financial Advisory
Ohio
$214K 479 +479 New
HWM
5159
HFR Wealth Management
New York
$213K 476 -12 -2%
RC
5160
Rareview Capital
Nevada
$210K 471 +471 New
HPC
5161
Hobart Private Capital
North Carolina
$210K 470 +470 New
LPP
5162
Life Planning Partners
Florida
$210K 469 +469 New
BFA
5163
Brown Financial Advisory
Alabama
$204K 456 +456 New
AFG
5164
AFS Financial Group
Maryland
$203K 454 -437 -49%
EFP
5165
Envision Financial Planning
Tennessee
$203K 453 -54 -11%
GFA
5166
Grunden Financial Advisory
Texas
$203K 453 +453 New
OFG
5167
OmniStar Financial Group
North Carolina
$202K 452 +452 New
YAL
5168
Your Advocates Ltd
Texas
$202K 451 -116 -20%
MGI
5169
MayTech Global Investments
New York
$200K 448 +448 New
SWM
5170
Sanctuary Wealth Management
Idaho
$198K 443 +17 +4%
DEM
5171
Disciplined Equity Management
Florida
$192K 430
LIA
5172
Luken Investment Analytics
Tennessee
$185K 414
EA
5173
Evolution Advisers
Virginia
$180K 403
LFA
5174
Legend Financial Advisors
Pennsylvania
$174K 389 -38 -9%
BGC
5175
Beutel, Goodman & Co
Ontario, Canada
$172K 386