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 %
HBT
2601
Heartland Bank & Trust
Illinois
$8.86M +$164K +390 +2%
ATFA
2602
All Terrain Financial Advisors
Minnesota
$8.86M -$332K -789 -4%
LFP
2603
Lakeshore Financial Planning
Michigan
$8.85M +$32K +76 +0.4%
ACGA
2604
Atlanta Consulting Group Advisors
Georgia
$8.84M +$8.84M +21,020 New
BCM
2605
Brown Capital Management
Maryland
$8.83M -$240K -571 -3%
UAM
2606
Unison Asset Management
Florida
$8.83M -$63.9K -152 -0.7%
HZ
2607
Hixon Zuercher
Ohio
$8.82M -$1.11M -2,649 -11%
CPC
2608
Congress Park Capital
New York
$8.82M -$1.14M -2,711 -11%
RCG
2609
Regatta Capital Group
California
$8.81M +$151K +358 +2%
SAM
2610
Socorro Asset Management
Texas
$8.81M +$179K +426 +2%
MIC
2611
Maxi Investments CY
Cyprus
$8.78M +$2.93M +6,965 +50%
FLI
2612
Family Legacy Inc
South Carolina
$8.78M -$748K -1,778 -8%
BRA
2613
Bender Robert & Associates
California
$8.77M +$209K +497 +2%
CPRC
2614
Consolidated Portfolio Review Corp
New York
$8.75M -$1.87M -4,449 -18%
CAM
2615
Costello Asset Management
Pennsylvania
$8.74M -$164K -390 -2%
TAM
2616
Townsend Asset Management
North Carolina
$8.73M +$329K +782 +4%
BAM
2617
BOCHK Asset Management
Hong Kong
$8.71M +$2.23M +5,300 +34%
MC
2618
Martin & Co
Tennessee
$8.71M -$2.23M -5,305 -20%
ACM
2619
Ashford Capital Management
Delaware
$8.71M +$518K +1,232 +6%
MA
2620
MJP Associates
Connecticut
$8.7M +$2.42M +5,744 +38%
ACM
2621
Alpha Capital Management
Texas
$8.7M -$599K -1,424 -6%
TWP
2622
Tempus Wealth Planning
California
$8.7M +$34.1K +81 +0.4%
LCM
2623
Legato Capital Management
California
$8.69M
KMWM
2624
Keudell/Morrison Wealth Management
Oregon
$8.68M -$103K -244 -1%
RWM
2625
RBA Wealth Management
California
$8.67M +$414K +983 +5%