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5,226 hedge funds and large institutions have $2.22T invested in Microsoft in 2024 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 2,233 increasing their positions, 2,439 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 104

9% more capital invested

Capital invested by funds: $2.04T → $2.22T (+$180B)

2% more funds holding in top 10

Funds holding in top 10: 2,905 → 2,963 (+58)

0% more funds holding

Funds holding: 5,205 → 5,226 (+21)

7% less call options, than puts

Call options by funds: $42.5B | Put options by funds: $45.6B

8% less repeat investments, than reductions

Existing positions increased: 2,233 | Existing positions reduced: 2,439

1.9% less ownership

Funds ownership: 73.05% → 71.16% (-1.9%)

Holders
5,226
Holders Change
+21
Holders Change %
+0.4%
% of All Funds
75.27%
Holding in Top 10
2,963
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+2%
% of All Funds
42.68%
New
200
Increased
2,233
Reduced
2,439
Closed
104
Calls
$42.5B
Puts
$45.6B
Net Calls
-$3.18B
Net Calls Change
+$489M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$5.27B
2
UBS Group
UBS Group
Switzerland
+$2.93B
3
BlackRock
BlackRock
New York
+$2.87B
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.48B
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.46B

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$50.9B
2
Swedbank
Swedbank
Sweden
-$4.86B
3
Capital World Investors
Capital World Investors
California
-$3.21B
4
Jane Street
Jane Street
New York
-$2.08B
5
Cerity Partners
Cerity Partners
New York
-$1.65B
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Bellevue Asset Management
Washington
$61.7M +$311K +769 +0.5%
AA
1002
ALPS Advisors
Colorado
$61.3M +$1.09M +2,691 +2%
VCM
1003
Valiant Capital Management
California
$61.3M -$10.3M -25,500 -15%
WANY
1004
Wealthspire Advisors (New York)
New York
$61.2M -$2.44M -6,038 -4%
CHP
1005
Castle Hook Partners
New York
$61.2M -$51.2M -126,594 -47%
CWP
1006
Cyndeo Wealth Partners
Florida
$61.1M +$759K +1,876 +1%
PCA
1007
Pallas Capital Advisors
Massachusetts
$61.1M +$231K +571 +0.4%
FSA
1008
Fort Sheridan Advisors
Illinois
$61M -$8.1K -20 -0%
SLI
1009
Sumitomo Life Insurance
Japan
$60.8M +$9.82M +24,251 +20%
LBC
1010
Lowe Brockenbrough & Co
Virginia
$60.4M +$1.97M +4,867 +4%
KOCAA
1011
Knights of Columbus Asset Advisors
Connecticut
$60.3M -$8.31M -20,520 -13%
CCM
1012
CloudAlpha Capital Management
Hong Kong
$60.3M +$45.5M +112,490 +365%
MAA
1013
Matrix Asset Advisors
New York
$60.1M -$814K -2,010 -1%
TCOT
1014
Trust Company of Toledo
Ohio
$60.1M -$674K -1,665 -1%
IFG
1015
Independent Financial Group
California
$60.1M +$382K +944 +0.7%
JWBC
1016
J.W. Burns & Co
New York
$59.8M -$1.38M -3,398 -2%
CC
1017
Cornerstone Capital
California
$59.7M -$1.94M -4,786 -3%
FFWA
1018
FRG Family Wealth Advisors
Washington
$59.6M +$2.12M +5,231 +4%
RIG
1019
RiverFront Investment Group
Virginia
$59.5M +$8.47M +20,926 +17%
FNBOO
1020
First National Bank of Omaha
Nebraska
$59.5M -$18.8M -46,499 -23%
AMI
1021
Amica Mutual Insurance
Rhode Island
$59.4M -$1.54M -3,811 -3%
RWM
1022
Ritholtz Wealth Management
New York
$59.2M +$4.69M +11,596 +9%
SL
1023
Summitry LLC
California
$58.8M +$246K +607 +0.4%
HI
1024
Hoey Investments
Pennsylvania
$58.7M +$2.19M +5,421 +4%
GFS
1025
GYL Financial Synergies
Connecticut
$58.6M +$29.1K +72 +0.1%
39 40
41
42 43

MSFT Hedge Fund Activity: Q1 2024 in Review

5,226 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2024, worth a combined $2.22T — up 8.8% from $2.04T a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new MSFT positions and 104 closed out — a net gain of 96 holders — while 2,233 added to existing stakes and 2,439 trimmed.

The largest buyer was Franklin Resources, adding an estimated $5.27B. The largest seller was Morgan Stanley, cutting an estimated $50.9B.

  • 5,226 institutional investors held Microsoft (MSFT) as of Q1 2024, up from 5,205 in Q4 2023.
  • Funds reported $2.22T of Microsoft stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 200 funds opened new Microsoft positions in Q1 2024 and 104 closed out, a net change of +96 holders.
  • The largest Microsoft buyer in Q1 2024 was Franklin Resources, an estimated $5.27B added.
  • The largest Microsoft seller in Q1 2024 was Morgan Stanley, an estimated $50.9B sold.

Based on aggregated 13F filings for Q1 2024.