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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 %
CA
1101
Callahan Advisors
Texas
$48.9M -$315K -748 -0.6%
KFP
1102
KMG Fiduciary Partners
Ohio
$48.7M +$892K +2,119 +2%
HT
1103
Heritage Trust
Oklahoma
$48.7M -$1.38M -3,289 -3%
MIM
1104
Manitou Investment Management
Ontario, Canada
$48.6M -$134K -319 -0.3%
SRC
1105
Shufro Rose & Co
New York
$48.4M -$3.91M -9,299 -7%
MAP
1106
Managed Asset Portfolios
Michigan
$48.3M -$2.75M -6,543 -5%
CIP
1107
Cornerstone Investment Partners
Georgia
$48.3M -$459K -1,091 -0.9%
RSVP
1108
Ramsay Stattman Vela & Price
Colorado
$48.2M -$1.07M -2,541 -2%
KC
1109
Kadensa Capital
Hong Kong
$48M -$769K -1,827 -2%
CUAMC
1110
China Universal Asset Management Company
China
$47.6M +$18.2M +43,327 +62%
FDP
1111
Financiere des Professionnels
Quebec, Canada
$47.4M -$472K -1,122 -1%
GHA
1112
GW Henssler & Associates
Georgia
$47.4M -$1.7M -4,048 -3%
WTB
1113
Washington Trust Bank
Washington
$47.3M -$675K -1,605 -1%
AAM
1114
Auxier Asset Management
Oregon
$47.1M -$770K -1,830 -2%
1WA
1115
180 Wealth Advisors
Washington
$47.1M -$9.68K -23 -0%
PI
1116
Pennant Investors
New Jersey
$47.1M -$7.15M -17,000 -13%
RSWM
1117
Robertson Stephens Wealth Management
California
$47.1M +$3.28M +7,792 +7%
FAT
1118
First American Trust
California
$47M +$1.52M +3,620 +3%
WAM
1119
Wilsey Asset Management
California
$46.9M +$42.1K +100 +0.1%
SCM
1120
Schnieders Capital Management
California
$46.9M -$102K -242 -0.2%
MWM
1121
Moran Wealth Management
Florida
$46.6M -$563K -1,337 -1%
WC
1122
Whitney & Co
New York
$46.6M -$515K -1,224 -1%
ETC
1123
Exchange Traded Concepts
Oklahoma
$46.6M +$9M +21,393 +24%
MOS
1124
MGO One Seven
Ohio
$46.5M +$387K +919 +0.8%
TF
1125
Tompkins Financial
New York
$46.5M -$368K -874 -0.8%