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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 %
AFG
1026
Albion Financial Group
Utah
$58M -$114K -272 -0.2%
SEIA
1027
Signature Estate & Investment Advisors
California
$57.9M -$2.95M -7,010 -5%
BOH
1028
Bank of Hawaii
Hawaii
$57.6M +$1.74M +4,135 +3%
PCM
1029
Parsons Capital Management
Rhode Island
$57.5M -$793K -1,884 -1%
BFA
1030
Beaumont Financial Advisors
Massachusetts
$57.3M +$64.4K +153 +0.1%
BFO
1031
Boston Family Office
Massachusetts
$56.7M -$1.79M -4,246 -3%
HTHT
1032
Hemenway Trust Hemenway Trust
New Hampshire
$56.6M -$1.21M -2,883 -2%
SIMG
1033
Sonora Investment Management Group
Arizona
$56.5M -$268K -637 -0.5%
GC
1034
Guardian Capital
Ontario, Canada
$56.4M +$54.7K +130 +0.1%
NP
1035
NorthRock Partners
Minnesota
$56.3M +$3.4M +8,093 +6%
JWM
1036
Jackson Wealth Management
Florida
$56.2M +$1.54M +3,659 +3%
GKWIM
1037
Gerber Kawasaki Wealth & Investment Management
California
$55.8M +$1.14M +2,703 +2%
MGIA
1038
Matthew Goff Investment Advisor
Texas
$55.8M -$44.2K -105 -0.1%
SAM
1039
Sycomore Asset Management
France
$55.6M +$2.33M +5,742 +4%
CIA
1040
Concurrent Investment Advisors
Florida
$55.5M -$268K -638 -0.5%
TW
1041
Transform Wealth
Colorado
$55.4M -$670K -1,592 -1%
PAI
1042
Pittenger & Anderson Inc
Nebraska
$55.1M -$115K -274 -0.2%
PI
1043
PFG Investments
New York
$55.1M +$35.8M +85,043 +185%
MCM
1044
McKinley Capital Management
Alaska
$55.1M -$1.57M -3,723 -3%
BFIM
1045
Beese Fulmer Investment Management
Ohio
$54.8M -$87.5K -208 -0.2%
SIA
1046
Soltis Investment Advisors
Utah
$54.8M +$6.36M +15,121 +13%
ET
1047
Equitable Trust
Tennessee
$54.7M +$2.78M +6,606 +5%
SPIS
1048
Steward Partners Investment Solutions
Oregon
$54.7M +$43.1M +102,466 +373%
LRPA
1049
L. Roy Papp & Associates
Arizona
$54.6M -$2.53M -6,016 -4%
VCAM
1050
Van Cleef Asset Management
Ohio
$54.6M -$270K -642 -0.5%