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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 %
IPW
1276
Invictus Private Wealth
Colorado
$36.8M +$1.18M +2,811 +3%
CMI
1277
Clare Market Investments
Texas
$36.8M +$684K +1,625 +2%
AG
1278
Ascent Group
Virginia
$36.7M +$947K +2,252 +3%
HSA
1279
HBK Sorce Advisory
Pennsylvania
$36.4M +$564K +1,340 +2%
ACM
1280
Atika Capital Management
New York
$36.4M +$6.94M +16,500 +24%
PJSIMP
1281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$36.4M -$631K -1,500 -2%
VWA
1282
Visionary Wealth Advisors
Illinois
$36.3M -$2.08M -4,945 -5%
1SB
1283
1ST Source Bank
Indiana
$36.2M -$448K -1,064 -1%
FFIC
1284
First Fiduciary Investment Counsel
Ohio
$36.2M -$1.55M -3,687 -4%
ILCM
1285
Ivy Lane Capital Management
Florida
$36.2M
HCM
1286
Horiko Capital Management
New York
$36.2M -$666K -1,583 -2%
TAM
1287
Trust Asset Management
Texas
$36.2M
CCA
1288
Checchi Capital Advisers
California
$36.1M +$268K +638 +0.7%
AUB
1289
Atlantic Union Bankshares
Virginia
$36M -$1.11M -2,630 -3%
PTC
1290
Private Trust Company
Ohio
$36M +$1.56M +3,699 +5%
SVCP
1291
Silicon Valley Capital Partners
California
$36M +$2.97M +7,065 +9%
PR
1292
Payden & Rygel
California
$36M -$421K -1,000 -1%
PRIG
1293
Payden & Rygel Investment Group
California
$36M +$36M +85,530 New
RC
1294
Randolph Company
Ohio
$36M
EWM
1295
Edge Wealth Management
New York
$35.9M -$466K -1,107 -1%
CCG
1296
Cypress Capital Group
Florida
$35.9M +$240K +571 +0.7%
LSAG
1297
Lake Street Advisors Group
New Hampshire
$35.8M +$578K +1,373 +2%
DJSG
1298
D.J. St. Germain
Massachusetts
$35.8M -$289K -687 -0.8%
RAM
1299
Rempart Asset Management
Canada
$35.6M -$199K -474 -0.6%
BP
1300
BBR Partners
New York
$35.5M +$1.46M +3,474 +4%