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Microsoft

5,210 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, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
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 %
CWM
1851
Cordatus Wealth Management
Pennsylvania
$19.8M +$19.8M +44,311 New
WFG
1852
Wills Financial Group
Virginia
$19.8M -$80.9K -181 -0.4%
PWG
1853
Portside Wealth Group
Utah
$19.8M -$896K -2,004 -4%
SNB
1854
Security National Bank
Nebraska
$19.7M -$112K -251 -0.6%
AWCI
1855
Alpine Woods Capital Investors
New York
$19.7M +$2.61M +5,835 +15%
QPW
1856
Quantum Private Wealth
Florida
$19.7M +$143K +319 +0.7%
KF
1857
Krilogy Financial
Missouri
$19.7M -$718K -1,607 -4%
PG
1858
Patten Group
Tennessee
$19.6M -$9.39K -21 -0%
SBWIC
1859
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.6M +$206K +461 +1%
BB
1860
Berkshire Bank
Massachusetts
$19.6M -$1.05M -2,344 -5%
SIA
1861
SeaBridge Investment Advisors
New Jersey
$19.6M +$693K +1,550 +4%
NL
1862
NKCFO LLC
Illinois
$19.5M
TPWA
1863
TRUE Private Wealth Advisors
Oregon
$19.5M -$92.5K -207 -0.5%
FC
1864
FACT Capital
New York
$19.4M -$1.48M -3,318 -7%
PFS
1865
Physicians Financial Services
North Carolina
$19.4M +$265K +592 +1%
IP
1866
Isthmus Partners
Wisconsin
$19.4M -$495K -1,107 -2%
SF
1867
Symphony Financial
Texas
$19.3M +$3.22M +7,108 +20%
MFA
1868
Mayflower Financial Advisors
Massachusetts
$19.3M -$288K -644 -1%
SAM
1869
Strategy Asset Managers
California
$19.3M +$901K +2,646 +5%
NCGI
1870
Next Century Growth Investors
Minnesota
$19.3M -$54.1K -121 -0.3%
LWMM
1871
Legacy Wealth Management (Mississippi)
Mississippi
$19.2M -$55.9K -125 -0.3%
PWPS
1872
Pinnacle Wealth Planning Services
Ohio
$19.2M -$139K -311 -0.7%
WAS
1873
Winch Advisory Services
Wisconsin
$19.2M -$189K -423 -1%
MWM
1874
Marietta Wealth Management
Georgia
$19.2M -$219K -490 -1%
KP
1875
Keel Point
Alabama
$19.1M +$136K +329 +0.7%