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Microsoft
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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
FAT
1126
First American Trust
California
$47M +$1.47M +3,620 +3%
WAM
1127
Wilsey Asset Management
California
$46.9M +$40.5K +100 +0.1%
SCM
1128
Schnieders Capital Management
California
$46.9M -$98K -242 -0.2%
MWM
1129
Moran Wealth Management
Florida
$46.6M -$541K -1,337 -1%
WC
1130
Whitney & Co
New York
$46.6M -$496K -1,224 -1%
ETC
1131
Exchange Traded Concepts
Oklahoma
$46.6M +$8.66M +21,393 +24%
MOS
1132
MGO One Seven
Ohio
$46.5M +$372K +919 +0.8%
TF
1133
Tompkins Financial
New York
$46.5M -$354K -874 -0.8%
CCP
1134
Clarkston Capital Partners
Michigan
$46.4M -$935K -2,310 -2%
FNFDCM
1135
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$46.4M -$122K -301 -0.3%
WSCM
1136
Wellington Shields Capital Management
New York
$46.2M -$38.1K -94 -0.1%
KJWM
1137
Kiley Juergens Wealth Management
Washington
$46M -$1.38M -3,410 -3%
PCM
1138
Polaris Capital Management
Massachusetts
$45.8M -$5.18M -12,800 -11%
CT
1139
Coastline Trust
Rhode Island
$45.8M +$1.59M +3,931 +4%
IWM
1140
IHT Wealth Management
Illinois
$45.8M +$1.4M +3,461 +3%
LFAS
1141
Level Four Advisory Services
Texas
$45.7M +$1.33M +3,292 +3%
BCM
1142
BTC Capital Management
Iowa
$45.7M +$44M +108,636 New
LW
1143
Linscomb Wealth
Texas
$45.7M -$1.07M -2,655 -2%
PWP
1144
Principle Wealth Partners
Connecticut
$45.6M +$244K +602 +0.6%
HCM
1145
Hilton Capital Management
New York
$45.6M -$70K -173 -0.2%
CA
1146
CSM Advisors
Pennsylvania
$45.6M -$1.13M -2,792 -3%
BAM
1147
Bell Asset Management
Australia
$45.5M -$2.01M -4,959 -4%
CWM
1148
Circle Wealth Management
New Jersey
$45.4M +$535K +1,321 +1%
OA
1149
Oak Associates
Ohio
$45.3M +$64.8K +160 +0.1%
AOI
1150
Auto-Owners Insurance
Michigan
$45.2M – – –
44 45
46
47 48

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.