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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 %
SPIA
426
Steward Partners Investment Advisory
New York
$286M +$31.5M +74,780 +12%
FT
427
Fiduciary Trust
Massachusetts
$285M -$3.89M -9,236 -1%
MCM
428
Marsico Capital Management
Colorado
$285M
OIAM
429
OFI Invest Asset Management
France
$284M +$25.6M +65,675 +10%
BS
430
Banco Santander
Spain
$283M -$1.36M -3,236 -0.5%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$283M +$37.8M +89,913 +15%
UCFA
432
United Capital Financial Advisors
Texas
$282M -$15.8M -37,618 -5%
IC
433
IEQ Capital
California
$280M +$14.6M +34,601 +5%
First Eagle Investment Management
434
First Eagle Investment Management
New York
$278M -$369K -876 -0.1%
LSERS
435
Louisiana State Employees Retirement System
Louisiana
$277M -$8.46M -20,100 -3%
Wealthfront Advisers
436
Wealthfront Advisers
California
$275M +$8.48M +20,157 +3%
JC
437
Joho Capital
New York
$274M
EMPI
438
Elo Mutual Pension Insurance
Finland
$271M +$12.2M +28,913 +5%
DWA
439
Douglass Winthrop Advisors
New York
$270M -$3.59M -8,539 -1%
GIBU
440
Gulf International Bank (UK)
United Kingdom
$270M +$5.09M +12,092 +2%
BPA
441
Beacon Pointe Advisors
California
$268M -$1.15M -2,745 -0.4%
TAM
442
Trillium Asset Management
Massachusetts
$268M +$11.9M +28,253 +5%
OPERF
443
Oregon Public Employees Retirement Fund
Oregon
$267M -$21.8M -51,706 -8%
BPWM
444
Badgley Phelps Wealth Managers
Washington
$267M -$1.01M -2,411 -0.4%
EWA
445
EP Wealth Advisors
California
$267M +$3.07M +7,298 +1%
SC
446
Sapient Capital
Indiana
$263M -$582K -1,384 -0.2%
GAM
447
Guinness Asset Management
United Kingdom
$263M +$497K +1,181 +0.2%
WorldQuant Millennium Advisors
448
WorldQuant Millennium Advisors
New York
$263M -$67M -159,361 -20%
CA
449
Cetera Advisors
Colorado
$262M +$119M +283,930 +84%
CAG
450
Crestwood Advisors Group
Massachusetts
$261M +$1.82M +4,330 +0.7%