MSFT icon

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 %
NOCM
1076
Night Owl Capital Management
Connecticut
$51.8M +$2.89M +6,867 +6%
RFA
1077
Rollins Financial Advisors
New York
$51.6M +$1.13M +2,681 +2%
PIM
1078
Penobscot Investment Management
Massachusetts
$51.6M +$1.14M +2,708 +2%
KCM
1079
Kodai Capital Management
Illinois
$51.6M -$329M -781,686 -86%
CISOA
1080
Capital Investment Services of America
Wisconsin
$51.5M -$3.86M -9,179 -7%
AP
1081
Appleton Partners
Massachusetts
$51.1M -$2.08M -4,942 -4%
PA
1082
Procyon Advisors
Connecticut
$51M +$2.16M +5,134 +4%
BWFA
1083
Baltimore-Washington Financial Advisors
Maryland
$50.9M +$500K +1,188 +1%
CAM
1084
Carret Asset Management
New York
$50.8M -$366K -870 -0.7%
AHC
1085
Anderson Hoagland & Co
Missouri
$50.7M +$108K +255 +0.2%
ATPW
1086
Ashton Thomas Private Wealth
Arizona
$50.5M +$435K +1,035 +0.9%
NSEDCP
1087
NJ State Employees Deferred Compensation Plan
New Jersey
$50.3M -$1.26M -3,000 -2%
AC
1088
Albar Capital
United Kingdom
$50.1M -$3.32M -7,902 -6%
MSR
1089
Main Street Research
Connecticut
$50.1M +$144K +342 +0.3%
FB
1090
Fulton Bank
Pennsylvania
$50.1M +$662K +1,574 +1%
SCA
1091
Stillwater Capital Advisors
Pennsylvania
$49.9M -$571K -1,357 -1%
MIA
1092
MainStreet Investment Advisors
Illinois
$49.8M -$3.8M -9,037 -7%
VSQM
1093
V-Square Quantitative Management
Illinois
$49.8M +$12.9M +30,654 +35%
NCM
1094
Novare Capital Management
North Carolina
$49.7M +$3.54M +8,414 +8%
GRP
1095
Global Retirement Partners
California
$49.6M +$2.9M +6,890 +6%
PS
1096
Principal Securities
Iowa
$49.6M +$3.66M +8,698 +8%
USCWA
1097
U.S. Capital Wealth Advisors
Texas
$49.3M -$3.8M -9,037 -7%
ST
1098
Spinnaker Trust
Maine
$49.3M +$1.01M +2,393 +2%
GC
1099
Garde Capital
Washington
$49M -$406K -964 -0.8%
OWMIAS
1100
One Wealth Management Investment & Advisory Services
Florida
$48.9M -$1.38M -3,274 -3%