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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 %
TA
1301
TruWealth Advisors
Louisiana
$35.5M +$182K +433 +0.5%
LIM
1302
Leavell Investment Management
Alabama
$35.5M +$186K +442 +0.5%
QI
1303
Qtron Investments
Massachusetts
$35.4M +$2.98M +7,084 +9%
CGA
1304
Compound Global Advisors
Washington
$35.4M -$947K -2,250 -3%
GL
1305
Graypoint LLC
New York
$35.4M +$1.58M +3,752 +5%
GIA
1306
Gladstone Institutional Advisory
Florida
$35.3M -$4.34M -10,314 -11%
FHB
1307
First Hawaiian Bank
Hawaii
$35.1M -$2.44M -5,799 -6%
CGIM
1308
Capital Group Investment Management
Singapore
$35.1M -$33.2M -78,917 -49%
SAM
1309
SP Asset Management
California
$35M +$15.6K +37 +0%
MAM
1310
Mark Asset Management
New York
$35M -$206K -489 -0.6%
RCM
1311
Rings Capital Management
Illinois
$34.9M
KWA
1312
Kingswood Wealth Advisors
California
$34.9M -$5.16M -12,257 -13%
FFBTD
1313
First Financial Bank - Trust Division
Ohio
$34.9M -$1.89M -4,496 -5%
GCM
1314
Graham Capital Management
Connecticut
$34.9M +$8.27M +19,649 +31%
GAM
1315
Griffin Asset Management
New York
$34.8M +$452K +1,074 +1%
MWM
1316
Merriman Wealth Management
Washington
$34.8M +$191K +454 +0.6%
JAG
1317
Journey Advisory Group
Kentucky
$34.7M +$74K +176 +0.2%
AWAG
1318
ARS Wealth Advisors Group
Florida
$34.7M -$507K -1,206 -1%
SSA
1319
South Street Advisors
New York
$34.7M +$6.2M +14,740 +22%
NS
1320
NBC Securities
Alabama
$34.6M +$176K +418 +0.5%
QCG
1321
Quadrant Capital Group
Ohio
$34.6M -$133K -315 -0.4%
CFM
1322
Coronation Fund Managers
South Africa
$34.6M -$2.35M -5,597 -6%
CC
1323
Criteria Caixa
Spain
$34.6M -$276K -657 -0.8%
PAS
1324
Professional Advisory Services
Florida
$34.6M +$815K +1,937 +2%
PNAA
1325
Pictet North America Advisors
Switzerland
$34.5M -$865K -2,064 -2%