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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 %
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$113M +$622K +1,478 +0.6%
ACA
677
Aptus Capital Advisors
Alabama
$112M +$13.4M +31,819 +14%
DWM
678
Dakota Wealth Management
Florida
$112M +$11.6M +27,521 +12%
MYAM
679
Meiji Yasuda Asset Management
Japan
$111M +$4.04M +9,605 +4%
CRC
680
Curi RMB Capital
Illinois
$111M +$17.2M +40,771 +18%
ZCM
681
Ziegler Capital Management
Illinois
$111M -$8.96M -21,300 -7%
GGHC
682
Gilder Gagnon Howe & Co
New York
$111M +$4.23M +10,047 +4%
EF
683
Empirical Finance
Pennsylvania
$110M +$3.8M +9,042 +4%
IWC
684
Integrated Wealth Concepts
Massachusetts
$110M +$6.62M +15,744 +6%
JEST
685
JTC Employer Solutions Trustee
Jersey
$110M +$61.1K +145 +0.1%
SWM
686
Spire Wealth Management
Virginia
$110M -$3.45M -6,126 -3%
Kovitz Investment Group Partners
687
Kovitz Investment Group Partners
Illinois
$110M +$37.8M +89,935 +53%
VGM
688
Voyager Global Management
New York
$109M +$37.9M +90,000 +53%
SP
689
SurgoCap Partners
New York
$109M -$81.9M -194,705 -43%
C
690
Consulta
United Kingdom
$109M
CC
691
Chicago Capital
Illinois
$109M +$32.8M +77,909 +43%
PL
692
Parthenon LLC
Kentucky
$109M -$1.62M -3,847 -1%
DSA
693
Davis Selected Advisers
Arizona
$109M -$31.5M -74,831 -22%
SW
694
Simplicity Wealth
New Jersey
$108M +$106M +251,688 +4,497%
NIM
695
Northeast Investment Management
Massachusetts
$108M -$241K -574 -0.2%
CTC
696
Central Trust Company
Missouri
$108M -$2.16M -5,144 -2%
VIM
697
Vinva Investment Management
Australia
$107M +$7M +16,633 +7%
HCS
698
Himension Capital (Singapore)
Singapore
$107M -$13M -30,830 -11%
CFG
699
Citizens Financial Group
Rhode Island
$107M +$570K +1,354 +0.5%
CIPU
700
Caledonia Investments plc (UK)
United Kingdom
$106M -$3.91M -9,300 -4%