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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 %
KIA
1251
Knollwood Investment Advisory
Maryland
$37.8M +$3.62M +8,600 +11%
IAS
1252
Insigneo Advisory Services
Florida
$37.7M +$2.97M +7,064 +9%
AAIM
1253
American Assets Investment Management
California
$37.7M
PWMAG
1254
Pinnacle Wealth Management Advisory Group
New Jersey
$37.7M +$65.2K +155 +0.2%
PIM
1255
Progressive Investment Management
Oregon
$37.6M -$620K -1,474 -2%
SW
1256
SlateStone Wealth
Florida
$37.5M +$5.95M +14,148 +19%
JIR
1257
James Investment Research
Ohio
$37.5M -$1.98M -4,702 -5%
WAP
1258
Wealthcare Advisory Partners
Pennsylvania
$37.5M +$10.3M +24,584 +38%
GLCM
1259
Greenlea Lane Capital Management
Connecticut
$37.5M
PIP
1260
Peachtree Investment Partners
Florida
$37.5M +$229K +545 +0.6%
KCM
1261
Kennedy Capital Management
Missouri
$37.5M +$26.2M +62,258 +233%
TFA
1262
Teamwork Financial Advisors
Texas
$37.4M -$11.3M -26,766 -23%
AWM
1263
Absher Wealth Management
North Carolina
$37.4M -$275K -654 -0.7%
SGK
1264
Steigerwald Gordon & Koch
Virginia
$37.4M -$404K -961 -1%
CPIG
1265
Chicago Partners Investment Group
Illinois
$37.3M +$1.35M +3,319 +4%
FC
1266
Franchise Capital
Cayman Islands
$37.2M -$9.47M -22,510 -20%
AO
1267
Allen Operations
New York
$37.2M
BFC
1268
Blue Fin Capital
Rhode Island
$37.2M -$20.6K -49 -0.1%
AWM
1269
Avitas Wealth Management
California
$37.1M +$1.56M +3,703 +4%
UAS
1270
United Asset Strategies
New York
$37.1M -$260K -617 -0.7%
CAM
1271
Columbia Asset Management
Michigan
$37M -$20.7K -55 -0.1%
MCM
1272
Mitchell Capital Management
Kansas
$37M -$431K -1,024 -1%
CJL
1273
Cyrus J. Lawrence
New York
$36.9M +$36.9M +87,655 New
PCM
1274
Pennsylvania Capital Management
Pennsylvania
$36.9M -$4.77M -11,335 -11%
BHWM
1275
Bar Harbor Wealth Management
New Hampshire
$36.8M +$687K +1,632 +2%