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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 %
RHP
3126
Royal Harbor Partners
Texas
$5.72M +$274K +651 +5%
I
3127
INVST
Indiana
$5.71M -$254K -598 -4%
GAM
3128
Gemmer Asset Management
California
$5.71M +$10.5K +25 +0.2%
CST
3129
Charles Schwab Trust
Nevada
$5.71M -$968K -2,301 -14%
SMH
3130
Sanders Morris Harris
Texas
$5.7M +$1.99M +4,741 +54%
TBNY
3131
Trustco Bank (New York)
New York
$5.7M -$358K -850 -6%
RG
3132
Richelieu Gestion
France
$5.69M +$200K +475 +4%
CPA
3133
Capital Performance Advisors
California
$5.69M +$178K +422 +3%
HWM
3134
Hemington Wealth Management
Virginia
$5.69M -$470K -1,117 -8%
1WM
3135
1858 Wealth Management
Ohio
$5.68M
PCA
3136
Prospect Capital Advisors
California
$5.68M +$65.2K +155 +1%
S
3137
Sunpointe
Missouri
$5.68M +$107K +254 +2%
REMPR
3138
Roof Eidam Maycock Peralta (REMP)
California
$5.68M +$41.2K +98 +0.7%
QFA
3139
Quantum Financial Advisors
California
$5.67M +$10.9K +26 +0.2%
OCM
3140
Orser Capital Management
Texas
$5.67M -$17.3K -41 -0.3%
GBWM
3141
Granite Bay Wealth Management
New Hampshire
$5.66M -$353M -838,703 -98%
EA
3142
Eudaimonia Advisors
Tennessee
$5.66M +$123K +293 +2%
TT
3143
TI-Trust
Illinois
$5.66M +$1.87M +4,442 +49%
VCM
3144
Viewpoint Capital Management
Washington
$5.66M +$21.5K +51 +0.4%
SAM
3145
Silphium Asset Management
United Kingdom
$5.65M +$7.15K +17 +0.1%
TCWM
3146
Total Clarity Wealth Management
Illinois
$5.65M +$406K +964 +8%
ILI
3147
Invesco LLC (Illinois)
Illinois
$5.65M +$264K +627 +5%
BC
3148
Bowman & Company
Wisconsin
$5.65M -$202K -481 -3%
SPI
3149
Sutton Place Investors
New York
$5.64M +$1.15M +2,733 +26%
MHWM
3150
Montz Harcus Wealth Management
Louisiana
$5.64M +$16.4K +39 +0.3%