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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 %
SC
826
SouthState Corp
Florida
$82.5M +$288K +685 +0.4%
HCMG
827
Howard Capital Management Group
California
$82.5M +$66.5K +158 +0.1%
FNBT
828
FineMark National Bank & Trust
Florida
$82.2M -$1.82M -4,327 -2%
AWM
829
Axxcess Wealth Management
California
$81.8M +$3.68M +8,742 +5%
MLL
830
Moody Lynn & Lieberson
Massachusetts
$81.8M +$222K +527 +0.3%
BFS
831
Bard Financial Services
Connecticut
$81.7M -$1.14M -2,700 -1%
LS
832
Livforsakringsbolaget Skandia
Sweden
$81.4M
NPA
833
Nichols & Pratt Advisers
Massachusetts
$81.4M -$3.53M -8,399 -4%
SCM
834
SCS Capital Management
Massachusetts
$81.4M -$399K -948 -0.5%
CA
835
Cullinan Associates
Kentucky
$81.2M -$36.7M -87,338 -31%
SH
836
Spear Holdings
United Arab Emirates
$81.2M +$81.2M +193,100 New
CPC
837
Cookson Peirce & Co
Pennsylvania
$81M -$685K -1,627 -0.8%
GAM
838
Gotham Asset Management
New York
$81M +$1.26M +2,996 +2%
JF
839
Jump Financial
Illinois
$81M +$58.1M +138,200 +255%
DMIC
840
Dixon Mitchell Investment Counsel
British Columbia, Canada
$80.9M -$343K -816 -0.4%
MPM
841
Meritage Portfolio Management
Kansas
$80.8M -$10.6M -25,154 -12%
SG
842
Sienna Gestion
France
$80.3M +$80.3M +190,974 New
CSPIA
843
Cary Street Partners Investment Advisory
Virginia
$80M +$645K +1,533 +0.8%
TSS
844
Two Sigma Securities
New York
$80M -$4.82M -11,453 -6%
FTDI
845
First Trust Direct Indexing
Massachusetts
$79.9M +$11.5M +27,415 +17%
VFA
846
Valeo Financial Advisors
Indiana
$79.7M +$2.21M +6,241 +3%
BMCM
847
Bryn Mawr Capital Management
Pennsylvania
$79.6M +$183K +435 +0.2%
CANY
848
Caxton Associates (New York)
New York
$79.6M -$82.8M -196,720 -51%
FBB
849
Fulton Breakefield Broenniman
Maryland
$79.4M -$1.82M -4,333 -2%
HFM
850
Harvest Fund Management
China
$79.3M +$31.4M +74,825 +66%