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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 %
CPBTD
1451
Central Pacific Bank - Trust Division
Hawaii
$29.4M +$29.4M +69,286 New
ZAM
1452
Zevin Asset Management
Massachusetts
$29.4M -$557K -1,323 -2%
CFSG
1453
Community Financial Services Group
Vermont
$29.4M +$29.4M +69,871 New
BL
1454
BFSG LLC
California
$29.3M +$143K +341 +0.5%
CAG
1455
Csenge Advisory Group
Florida
$29.2M +$733K +1,743 +3%
PCMC
1456
Paragon Capital Management (Colorado)
Colorado
$29.2M -$751K -1,785 -3%
FWTB
1457
First Western Trust Bank
Colorado
$29.2M -$1.92M -4,555 -6%
TIM
1458
Thompson Investment Management
Wisconsin
$29.1M -$1.06M -2,530 -4%
VST
1459
Van Strum & Towne
California
$29M -$298K -708 -1%
AWA
1460
Arkadios Wealth Advisors
Georgia
$29M +$191K +455 +0.7%
STA
1461
Summit Trail Advisors
New York
$29M +$2.03M +4,822 +8%
MCM
1462
McRae Capital Management
New Jersey
$28.9M -$885K -2,104 -3%
JIP
1463
Jaffetilchin Investment Partners
Florida
$28.9M -$258K -613 -0.9%
SWA
1464
SFMG Wealth Advisors
Texas
$28.9M +$568K +1,351 +2%
ANTB
1465
AMG National Trust Bank
Colorado
$28.8M +$14.3K +34 +0%
AAM
1466
Azzad Asset Management
Virginia
$28.8M +$50.1K +119 +0.2%
PCTC
1467
Perkins Coie Trust Company
Washington
$28.8M +$268K +636 +0.9%
RIA
1468
Regal Investment Advisors
Michigan
$28.7M +$568K +1,349 +2%
SWP
1469
Strategic Wealth Partners
Ohio
$28.7M +$1.78M +4,240 +7%
HR
1470
Howe & Rusling
New York
$28.6M +$855K +2,032 +3%
PAM
1471
Peak Asset Management
Colorado
$28.6M -$104K -247 -0.4%
WWA
1472
WCG Wealth Advisors
Nevada
$28.5M -$10.6M -25,156 -27%
1CP
1473
11 Capital Partners
Connecticut
$28.5M +$1.86M +4,430 +7%
LIM
1474
Lathrop Investment Management
Arkansas
$28.5M -$1.89M -4,504 -6%
SWM
1475
Segment Wealth Management
Texas
$28.5M +$775K +1,842 +3%