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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 %
MA
976
Montag & Associates
Georgia
$63.5M +$613K +1,456 +1%
PIM
977
Plato Investment Management
Australia
$63.5M +$57.6M +136,991 +988%
CA
978
Clearstead Advisors
Ohio
$63.5M -$130K -315 -0.2%
SSG
979
Summit Securities Group
New York
$63.3M +$63M +149,769 +20,488%
ACM
980
Academy Capital Management
Texas
$63.3M -$382K -908 -0.6%
AHC
981
Adell Harriman & Carpenter
Texas
$63.1M +$655K +1,558 +1%
SIG
982
Senator Investment Group
New York
$63.1M -$4.21M -10,000 -6%
CC
983
Cartenna Capital
Connecticut
$63.1M +$25.2M +60,000 +67%
BBI
984
Baxter Bros Inc
Connecticut
$63M -$2.26M -5,362 -3%
WSTAM
985
Wilbanks Smith & Thomas Asset Management
Virginia
$62.9M +$99.7K +237 +0.2%
SFS
986
Sowell Financial Services
Arkansas
$62.8M +$1.14M +2,710 +2%
LCS
987
Levin Capital Strategies
New York
$62.7M -$8.34M -19,832 -12%
HCM
988
Hollencrest Capital Management
California
$62.6M +$44M +104,574 +236%
WI
989
Wahed Invest
New York
$62.6M +$9.21M +21,902 +17%
VSAM
990
Value Star Asset Management
Hong Kong
$62.3M
DWM
991
Destination Wealth Management
California
$62.2M -$1.83M -4,338 -3%
CTA
992
Colonial Trust Advisors
South Carolina
$62.1M -$737K -1,751 -1%
QFA
993
Quattro Financial Advisors
Texas
$61.7M +$61.5M +146,248 +38,896%
BAM
994
Bellevue Asset Management
Washington
$61.7M +$324K +769 +0.5%
AA
995
ALPS Advisors
Colorado
$61.3M +$1.13M +2,691 +2%
VCM
996
Valiant Capital Management
California
$61.3M -$10.7M -25,500 -15%
WANY
997
Wealthspire Advisors (New York)
New York
$61.2M -$2.54M -6,038 -4%
CHP
998
Castle Hook Partners
New York
$61.2M -$53.3M -126,594 -47%
CWP
999
Cyndeo Wealth Partners
Florida
$61.1M +$789K +1,876 +1%
PCA
1000
Pallas Capital Advisors
Massachusetts
$61.1M +$240K +571 +0.4%