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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 %
FMI
2451
F/M Investments
District of Columbia
$10.1M +$24.5K +58 +0.2%
MSFS
2452
Main Street Financial Solutions
Pennsylvania
$10.1M +$551K +1,309 +6%
GWCM
2453
Godshalk Welsh Capital Management
Pennsylvania
$10.1M -$148K -352 -1%
DWM
2454
Dorchester Wealth Management
Quebec, Canada
$10.1M -$403K -957 -4%
TCOK
2455
Trust Company of Kansas
Kansas
$10.1M -$39.1K -93 -0.4%
ISWM
2456
Independent Solutions Wealth Management
New York
$10.1M -$218K -518 -2%
DWM
2457
Drive Wealth Management
Utah
$10.1M -$152K -361 -1%
AB
2458
Atlas Brown
Kentucky
$10M +$498K +1,184 +5%
SDWMA
2459
Schneider Downs Wealth Management Advisors
Pennsylvania
$10M +$1.95M +4,631 +24%
VT
2460
Vise Technologies
New York
$10M -$40.4K -96 -0.4%
ECML
2461
Eagle Capital Management (Louisiana)
Louisiana
$10M -$93.4K -222 -0.9%
CCM
2462
Corsair Capital Management
New York
$10M -$59.3K -141 -0.6%
GP
2463
Geneva Partners
Wisconsin
$10M +$1.26M +2,998 +14%
WP
2464
WealthShield Partners
North Carolina
$10M -$685K -1,628 -6%
KCFA
2465
Key Client Fiduciary Advisors
New Jersey
$9.99M -$57.6K -137 -0.6%
MA
2466
Mezzasalma Advisors
New Jersey
$9.99M +$113K +268 +1%
CIM
2467
Corda Investment Management
Texas
$9.99M +$836K +1,988 +9%
AC
2468
AlphaCore Capital
California
$9.99M +$703K +1,670 +8%
BDL
2469
Bey-Douglas LLC
Georgia
$9.97M -$169K -402 -2%
IP
2470
Ignite Planners
California
$9.97M -$501K -1,179 -5%
AC
2471
Aldebaran Capital
Indiana
$9.97M -$313K -744 -3%
HAM
2472
Harmony Asset Management
Arizona
$9.96M -$575K -1,367 -5%
GJWM
2473
Gilliland Jeter Wealth Management
Arkansas
$9.96M -$170K -403 -2%
OFS
2474
OMC Financial Services
New York
$9.94M +$9.94M +23,636 New
PRWA
2475
Platte River Wealth Advisors
Colorado
$9.94M -$114K -272 -1%