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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 %
GFA
2076
Gifford Fong Associates
California
$14.4M -$7.84M -18,623 -35%
AAMA
2077
Advanced Asset Management Advisors
Ohio
$14.4M -$46.3K -110 -0.3%
NA
2078
Navellier & Associates
Nevada
$14.4M +$119K +283 +0.8%
BFC
2079
Bedel Financial Consulting
Indiana
$14.4M +$23.1K +55 +0.2%
UF
2080
Univest Financial
Pennsylvania
$14.4M +$208K +494 +1%
AWE
2081
Avidian Wealth Enterprises
Texas
$14.4M +$1.25M +2,965 +10%
BCM
2082
Buckhead Capital Management
Georgia
$14.3M +$77.4K +184 +0.5%
RMAM
2083
Raab & Moskowitz Asset Management
New Jersey
$14.3M +$300K +713 +2%
ZIG
2084
Zullo Investment Group
Pennsylvania
$14.3M +$74K +176 +0.5%
SPG
2085
Strategic Planning Group
Utah
$14.3M +$3.46M +8,230 +32%
OAM
2086
Occidental Asset Management
California
$14.3M +$2.08M +4,941 +17%
RFMS
2087
RWQ Financial Management Services
Florida
$14.2M +$839K +1,994 +6%
GMA
2088
Glassy Mountain Advisors
Maryland
$14.2M -$466K -1,107 -3%
UB
2089
Umpqua Bank
Oregon
$14.2M +$14.2M +33,753 New
RCA
2090
Resonant Capital Advisors
Wisconsin
$14.2M +$2M +4,751 +16%
TWA
2091
TCI Wealth Advisors
Arizona
$14.2M -$145K -344 -1%
AWM
2092
Aries Wealth Management
Maine
$14.2M -$690K -1,639 -5%
TWM
2093
Tradition Wealth Management
Minnesota
$14.2M +$257K +611 +2%
PL
2094
Plancorp LLC
Missouri
$14.2M +$594K +1,413 +4%
SSWM
2095
Strait & Sound Wealth Management
California
$14.2M +$562K +1,313 +4%
WPW
2096
Warther Private Wealth
Ohio
$14.2M +$294K +699 +2%
ACM
2097
Avalon Capital Management
California
$14.1M +$1.52M +3,616 +12%
NCM
2098
Northside Capital Management
Oregon
$14.1M -$84.1K -200 -0.6%
HCC
2099
Hirtle Callaghan & Co
Pennsylvania
$14.1M +$55.1K +131 +0.4%
HCM
2100
Highlander Capital Management
New Jersey
$14.1M -$32.8K -78 -0.2%