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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 %
TCOV
801
Trust Company of Vermont
Vermont
$86.8M +$11.5M +27,318 +15%
KA
802
Kintegral Advisory
New York
$86.8M -$271K -643 -0.3%
DIA
803
Davidson Investment Advisors
Montana
$86.7M +$677K +1,609 +0.8%
GAI
804
General American Investors
New York
$86.2M
CWM
805
Calamos Wealth Management
Illinois
$86.2M +$2.27M +5,387 +3%
KWM
806
Kingsview Wealth Management
Oregon
$85.9M +$3.98M +9,465 +5%
WCM
807
Wedge Capital Management
North Carolina
$85.8M +$80.8M +192,048 +1,625%
SFI
808
Siemens Fonds Invest
Germany
$85.8M -$828K -1,967 -1%
WFMPM
809
Woodley Farra Manion Portfolio Management
Indiana
$85.3M -$2.84M -6,756 -3%
LI
810
LMCG Investments
Massachusetts
$85.3M -$2.32M -5,505 -3%
WG
811
Welch Group
Alabama
$85.2M -$6.85M -16,276 -7%
BCM
812
Bowie Capital Management
Texas
$85.1M +$17.4M +41,343 +26%
NB
813
NBT Bank
New York
$84.7M -$1.69M -4,013 -2%
LIP
814
Liontrust Investment Partners
United Kingdom
$84.5M -$10.9M -25,887 -11%
LCM
815
Logan Capital Management
Pennsylvania
$84.4M -$282K -670 -0.3%
GIC
816
GFI Investment Counsel
Ontario, Canada
$84.4M -$5.09M -12,099 -6%
AIMCA
817
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$84.3M +$11.6M +27,580 +16%
PA
818
Paralel Advisors
Colorado
$84.1M
UAM
819
UAS Asset Management
New York
$84M -$2.49M -5,914 -3%
MAM
820
Meeder Asset Management
Ohio
$83.9M -$30.1M -71,559 -26%
ZIC
821
ZWJ Investment Counsel
Georgia
$83.8M -$2.29M -5,453 -3%
FAB
822
First American Bank
Illinois
$83.6M +$1.63M +3,867 +2%
MFG
823
Merit Financial Group
Georgia
$83.6M +$35.9M +88,376 +75%
SSWM
824
Smith Salley Wealth Management
North Carolina
$82.8M -$31.7M -75,277 -28%
BSW
825
Buckingham Strategic Wealth
Missouri
$82.6M -$3.67M -8,724 -4%