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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 %
HCM
3151
HMS Capital Management
Tennessee
$5.64M -$264K -627 -4%
CWM
3152
Cabot Wealth Management
Massachusetts
$5.64M +$61K +145 +1%
LWM
3153
Lakeridge Wealth Management
Ohio
$5.63M -$49.6K -118 -0.9%
RL
3154
Rogco LP
Oklahoma
$5.63M +$118K +280 +2%
SAF
3155
Smith Anglin Financial
Texas
$5.63M +$221K +526 +4%
NMM
3156
Naples Money Management
Florida
$5.63M +$4.38M +10,416 +352%
BIP
3157
Blue Investment Partners
California
$5.62M
TIA
3158
Traphagen Investment Advisors
New Jersey
$5.62M +$45.4K +108 +0.8%
CG
3159
Cynosure Group
Utah
$5.62M -$1.2M -2,847 -18%
PCA
3160
Peddock Capital Advisors
Massachusetts
$5.6M +$109K +260 +2%
MPW
3161
Monterey Private Wealth
California
$5.6M +$57.2K +136 +1%
MIM
3162
Montgomery Investment Management
Maryland
$5.59M -$2.32M -5,520 -29%
WP
3163
Wealthspan Partners
Iowa
$5.59M +$482K +1,145 +9%
NRC
3164
New Republic Capital
North Carolina
$5.58M +$93.4K +222 +2%
PWM
3165
PBMares Wealth Management
Virginia
$5.57M +$688K +1,635 +14%
NC
3166
NewSquare Capital
Pennsylvania
$5.57M -$279K -663 -5%
ECM
3167
Element Capital Management
New York
$5.57M +$5.57M +13,244 New
MAM
3168
McLean Asset Management
Virginia
$5.57M +$6.82K +16 +0.1%
CSS
3169
Cubist Systematic Strategies
Connecticut
$5.56M -$58.8M -139,658 -91%
MPIA
3170
Mountain Pacific Investment Advisers
Idaho
$5.56M +$54.3K +129 +1%
OWA
3171
ORBA Wealth Advisors
Illinois
$5.56M +$141K +336 +3%
ACL
3172
Applied Capital LLC
Florida
$5.56M +$39.5K +94 +0.7%
NEAM
3173
New England Asset Management
Connecticut
$5.56M -$7.42M -17,635 -57%
AWA
3174
Amplius Wealth Advisors
Pennsylvania
$5.55M +$125K +297 +2%
GAA
3175
Global Assets Advisory
Florida
$5.54M +$5.54M +2,352,666 New