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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 %
QWP
2051
Quotient Wealth Partners
Texas
$14.8M -$1.34M -3,179 -8%
LWL
2052
Leo Wealth LLC
Texas
$14.8M +$598K +1,414 +4%
NP
2053
Nilsine Partners
Colorado
$14.8M +$1.38M +3,285 +10%
LI
2054
Lafayette Investments
Maryland
$14.8M +$18.5K +44 +0.1%
BIP
2055
Blueprint Investment Partners
North Carolina
$14.8M +$69K +164 +0.5%
DR
2056
Davis Rea
Ontario, Canada
$14.8M -$3.73M -8,868 -20%
AFM
2057
Abbot Financial Management
Massachusetts
$14.7M -$478K -1,135 -3%
MHS
2058
M Holdings Securities
Oregon
$14.7M -$5.96M -14,170 -29%
KCM
2059
Kingdon Capital Management
New York
$14.7M -$3.58M -8,500 -20%
FSCM
2060
First Sabrepoint Capital Management
Texas
$14.7M
GBT
2061
Grove Bank & Trust
Florida
$14.7M +$270K +642 +2%
MWA
2062
Midland Wealth Advisors
Illinois
$14.7M +$87.9K +209 +0.6%
IDP
2063
In-Depth Partners
Florida
$14.7M +$395K +938 +3%
GMFG
2064
Greater Midwest Financial Group
Minnesota
$14.7M +$26.1K +62 +0.2%
CNBTD
2065
Citizens National Bank Trust Department
Mississippi
$14.6M +$38.7K +92 +0.3%
JGUA
2066
John G. Ullman & Associates
New York
$14.6M -$168K -400 -1%
SIA
2067
Strategic Investment Advisors
Michigan
$14.6M +$1.05M +2,485 +8%
IA
2068
IFG Advisory
Georgia
$14.6M -$1.34M -3,188 -8%
CA
2069
Cornerstone Advisory
Maryland
$14.5M +$223K +530 +2%
JWM
2070
Jupiter Wealth Management
Colorado
$14.5M -$209K -509 -1%
GWANC
2071
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M -$119K -282 -0.8%
EFG
2072
Everhart Financial Group
Ohio
$14.5M +$1.73M +4,120 +14%
FPFS
2073
First Personal Financial Services
North Carolina
$14.5M -$504K -1,199 -3%
SFP
2074
Shepherd Financial Partners
Massachusetts
$14.5M +$48.8K +116 +0.3%
CA
2075
CoreCap Advisors
Michigan
$14.4M +$1.56M +3,707 +12%