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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 %
BP
926
Ballentine Partners
Massachusetts
$69.2M +$3.82M +9,074 +6%
TC
927
Tairen Capital
Hong Kong
$69M -$72.3M -171,739 -51%
FCIM
928
Fairview Capital Investment Management
California
$69M -$823K -1,956 -1%
CCP
929
Clough Capital Partners
Massachusetts
$68.8M -$2.26M -5,371 -3%
BIAS
930
Beacon Investment Advisory Services
New Jersey
$68.7M -$1.61M -3,822 -2%
CRCM
931
Cat Rock Capital Management
Connecticut
$68.6M -$10.5M -25,000 -13%
GIM
932
Grassi Investment Management
California
$68.5M +$596K +1,416 +0.9%
UH
933
Unigestion Holding
Switzerland
$68.5M +$6M +14,287 +10%
PP
934
Patten & Patten
Tennessee
$68.2M +$3.84M +9,125 +6%
IUHSA
935
Itau Unibanco Holding S.A.
Brazil
$68.1M +$3.49M +8,303 +5%
CG
936
Caprock Group
Idaho
$68M +$883K +2,098 +1%
MHIC
937
Marble Harbor Investment Counsel
Massachusetts
$68M -$2.96M -7,028 -4%
BCM
938
Brookstone Capital Management
Illinois
$67.9M +$5.93M +14,093 +10%
BFA
939
Bragg Financial Advisors
North Carolina
$67.5M -$102K -243 -0.2%
H
940
HoyleCohen
California
$67.5M -$1.3M -3,093 -2%
IHG
941
Insight Holdings Group
New York
$67.5M -$673K -1,600 -1%
MWM
942
Meridian Wealth Management
Kentucky
$67.5M -$171K -407 -0.3%
GVAG
943
Great Valley Advisor Group
Delaware
$67.4M -$277K -658 -0.4%
NI
944
Noked Israel
Israel
$67.3M +$11.7M +27,694 +21%
Verition Fund Management
945
Verition Fund Management
Connecticut
$67.3M -$104M -246,571 -61%
MAM
946
Madison Asset Management
Wisconsin
$67.1M -$279K -663 -0.4%
MCM
947
Mengis Capital Management
Oregon
$66.9M +$26.4M +62,657 +65%
DAS
948
Dynamic Advisor Solutions
Arizona
$66.8M +$900K +2,140 +1%
MGIA
949
Moneta Group Investment Advisors
Missouri
$66.7M +$8.03M +19,095 +14%
FMLI
950
Fukoku Mutual Life Insurance
Japan
$66.6M -$2.41M -5,731 -3%