MSFT icon

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 %
CCM
2176
Carderock Capital Management
Maryland
$13M -$1.42M -3,367 -10%
DIM
2177
Delta Investment Management
California
$13M +$71.9K +171 +0.6%
RPWA
2178
Regent Peak Wealth Advisors
Georgia
$13M -$195K -464 -1%
CFFP
2179
Center for Financial Planning
Michigan
$13M +$111K +263 +0.9%
MCM
2180
Monument Capital Management
Virginia
$13M -$177K -420 -1%
TWP
2181
Tyche Wealth Partners
Texas
$13M -$3.51M -8,347 -21%
CWM
2182
Chesapeake Wealth Management
Virginia
$13M -$604K -1,436 -4%
PIN
2183
Prudent Investors Network
California
$12.9M +$12.9M +30,773 New
SL
2184
Sentry LLC
Tennessee
$12.9M -$50.5K -120 -0.4%
SCP
2185
Shorepoint Capital Partners
Massachusetts
$12.9M -$1.05M -2,496 -8%
DFA
2186
Delta Financial Advisors
Louisiana
$12.9M +$129K +306 +1%
ACP
2187
Aveo Capital Partners
Colorado
$12.9M +$5.9M +14,514 +84%
NFG
2188
Nadler Financial Group
Illinois
$12.9M -$66.5K -158 -0.5%
BHCM
2189
Brevan Howard Capital Management
Jersey
$12.9M +$11.2M +26,709 +677%
CPA
2190
Cardiff Park Advisors
California
$12.9M +$624K +1,483 +5%
FPGT
2191
Financial Partners Group (Tennessee)
Tennessee
$12.9M -$39.5K -94 -0.3%
CNC
2192
Citizens & Northern Corp
Pennsylvania
$12.9M -$750K -1,782 -6%
RBFC
2193
Roman Butler Fullerton & Co
Missouri
$12.9M +$46.9K +117 +0.4%
WA
2194
Wambolt & Associates
Colorado
$12.9M +$609K +1,435 +5%
MFG
2195
MidWestOne Financial Group
Iowa
$12.9M -$87.9K -209 -0.7%
BCM
2196
Beck Capital Management
Texas
$12.9M +$481K +1,144 +4%
TIA
2197
Tiemann Investment Advisors
California
$12.9M -$146K -347 -1%
BCA
2198
Bray Capital Advisors
Florida
$12.8M -$382K -908 -3%
DBIA
2199
Dumont & Blake Investment Advisors
New Jersey
$12.8M -$603K -1,434 -4%
KAS
2200
Kemnay Advisory Services
New York
$12.8M +$1.1M +2,623 +9%