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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 %
LFA
2101
Legacy Financial Advisors
Kentucky
$14M +$724K +1,722 +5%
ST
2102
Somerset Trust
Pennsylvania
$14M -$1.62M -3,862 -10%
ERIC
2103
Eagle Rock Investment Company
Georgia
$14M -$624K -1,482 -4%
LWP
2104
LMG Wealth Partners
Louisiana
$14M +$493K +1,172 +4%
GDP
2105
Great Diamond Partners
Maine
$14M -$788K -1,872 -5%
DCM
2106
Dudley Capital Management
Virginia
$13.9M -$243K -572 -2%
JSW
2107
Journey Strategic Wealth
New Jersey
$13.9M +$1.97M +4,690 +16%
ACM
2108
AlphaStar Capital Management
North Carolina
$13.9M +$3.91M +9,288 +39%
FNWM
2109
Financial Network Wealth Management
Utah
$13.9M -$36.1K -88 -0.3%
AWM
2110
Affinity Wealth Management
Delaware
$13.9M -$127K -303 -0.9%
FP
2111
Financial Perspectives
Minnesota
$13.9M -$23.1K -55 -0.2%
FI
2112
Firetrail Investments
Australia
$13.9M +$1.72M +4,085 +14%
BIG
2113
Builder Investment Group
Georgia
$13.9M -$421K -1,000 -3%
HTIM
2114
Harbour Trust & Investment Management
Indiana
$13.9M +$354K +842 +3%
BWM
2115
BNC Wealth Management
Oregon
$13.8M +$204K +485 +1%
FNBOMD
2116
First National Bank of Mount Dora
Florida
$13.8M -$492K -1,170 -3%
CPIM
2117
Coalescence Partners Investment Management
New York
$13.8M +$2.66M +6,316 +24%
CPH
2118
C Partners Holding
Switzerland
$13.8M
CCWA
2119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.7M +$2.43M +5,778 +22%
COI
2120
Connable Office Inc
Michigan
$13.7M -$443K -1,053 -3%
AWA
2121
Artemis Wealth Advisors
New York
$13.7M +$2.95K +7 +0%
UCI
2122
Uncommon Cents Investing
Wisconsin
$13.7M -$186K -443 -1%
BB
2123
Bell Bank
North Dakota
$13.7M +$1.99M +4,739 +17%
BWA
2124
Bordeaux Wealth Advisors
California
$13.7M +$3.29M +7,816 +32%
GPSPJS
2125
General Pension Society PZU Joint Stock
Poland
$13.7M