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Microsoft

5,186 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, 2,423 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,186
Holders Change
+17
Holders Change %
+0.33%
% of All Funds
75.17%
Holding in Top 10
2,937
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+1.87%
% of All Funds
42.57%
New
195
Increased
2,216
Reduced
2,423
Closed
104
Calls
$42.4B
Puts
$45.6B
Net Calls
-$3.2B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
1776
Duncker Streett & Co
Missouri
$20.1M +$146K +348 +0.7%
ADL
1777
Asset Dedication LLC
California
$20.1M +$674K +1,600 +3%
CWM
1778
Connecticut Wealth Management
Connecticut
$20.1M +$104K +248 +0.5%
MWA
1779
Miller Wealth Advisors
Colorado
$20.1M +$58.5K +139 +0.3%
BW
1780
Bison Wealth
Georgia
$20M +$114K +270 +0.6%
RA
1781
RFG Advisory
Alabama
$20M -$1.84M -4,366 -8%
PFBT
1782
Parkside Financial Bank & Trust
Missouri
$20M +$1.25M +2,967 +7%
RWM
1783
Rockline Wealth Management
New York
$20M +$559K +1,328 +3%
FAM
1784
Formidable Asset Management
Ohio
$19.9M +$6.03M +14,325 +43%
RWB
1785
RMR Wealth Builders
New Jersey
$19.9M +$923K +2,193 +5%
KFGK
1786
Keystone Financial Group (Kentucky)
Kentucky
$19.9M +$1.57M +3,735 +9%
MWAM
1787
Manhattan West Asset Management
California
$19.9M +$2.28M +5,416 +13%
OC
1788
Oakworth Capital
Alabama
$19.9M +$547K +1,301 +3%
TPI
1789
Trust Point Inc
Wisconsin
$19.9M +$1.68M +3,991 +9%
BIA
1790
Biondo Investment Advisors
Pennsylvania
$19.9M +$740K +1,759 +4%
MW
1791
Marcum Wealth
Ohio
$19.9M +$1.73M +4,115 +10%
PFA
1792
Pure Financial Advisors
California
$19.8M +$3M +7,134 +18%
MP
1793
McDonald Partners
Ohio
$19.8M -$316K -750 -2%
EWA
1794
EverSource Wealth Advisors
Alabama
$19.8M +$1.76M +4,512 +10%
NTIC
1795
Napean Trading & Investment Company
Singapore
$19.7M
FTWA
1796
Fifth Third Wealth Advisors
Ohio
$19.7M +$3.57M +8,475 +22%
SW
1797
Solidarity Wealth
Utah
$19.7M +$570K +1,354 +3%
RCP
1798
Rothschild Capital Partners
New York
$19.7M
MYIA
1799
Mount Yale Investment Advisors
Colorado
$19.7M +$3.62M +8,604 +23%
FC
1800
FACT Capital
New York
$19.7M