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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 %
MWM
1876
Marietta Wealth Management
Georgia
$18.3M -$579K -1,377 -3%
BFA
1877
Benedict Financial Advisors
Georgia
$18.3M -$534K -1,270 -3%
WAS
1878
Winch Advisory Services
Wisconsin
$18.3M -$188K -448 -1%
PWPS
1879
Pinnacle Wealth Planning Services
Ohio
$18.2M +$135K +322 +0.7%
JAM
1880
JCIC Asset Management
Ontario, Canada
$18.2M -$30.3K -72 -0.2%
FA
1881
FDx Advisors
Illinois
$18.2M -$13.8M -32,803 -43%
NCGI
1882
Next Century Growth Investors
Minnesota
$18.2M +$243K +578 +1%
BWM
1883
Bulltick Wealth Management
Florida
$18.2M +$3.11M +7,404 +21%
VAS
1884
Vestmark Advisory Solutions
Massachusetts
$18.1M +$308K +733 +2%
LWMM
1885
Legacy Wealth Management (Mississippi)
Mississippi
$18.1M
SCM
1886
Sirios Capital Management
Massachusetts
$18.1M -$3.29M -7,821 -15%
CF
1887
Centaurus Financial
California
$18.1M +$2.82M +6,695 +18%
NAS
1888
Nicolet Advisory Services
Wisconsin
$18.1M +$710K +1,666 +4%
RFM
1889
Royal Fund Management
Florida
$18.1M +$256K +608 +1%
LT
1890
Legacy Trust
Michigan
$18.1M -$1.08M -2,563 -6%
DA
1891
DCM Advisors
New York
$18M -$4.55M -10,818 -20%
PFS
1892
Physicians Financial Services
North Carolina
$18M -$10.5K -25 -0.1%
ISB
1893
Iowa State Bank
Iowa
$18M -$401K -954 -2%
SSA
1894
Schonfeld Strategic Advisors
New York
$18M -$148M -351,454 -89%
FNBTCON
1895
First National Bank & Trust Co of Newtown
Pennsylvania
$17.9M -$372K -885 -2%
LA
1896
LM Advisors
California
$17.9M +$2.38M +5,657 +15%
RGC
1897
Roberts, Glore & Co
Illinois
$17.9M -$1.15M -2,741 -6%
MCM
1898
Morton Capital Management
California
$17.8M -$279K -663 -2%
OPTFSNA
1899
Old Point Trust & Financial Services N A
Virginia
$17.8M -$353K -838 -2%
HIC
1900
Harbor Island Capital
Massachusetts
$17.8M -$29.9K -71 -0.2%