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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 %
XF
1501
XML Financial
Maryland
$27.6M -$4.06M -9,648 -13%
FHA
1502
Flagship Harbor Advisors
Massachusetts
$27.6M -$373K -886 -1%
CCM
1503
Copeland Capital Management
Pennsylvania
$27.5M +$2.05M +4,871 +8%
LPT
1504
Legacy Private Trust
Wisconsin
$27.5M -$626K -1,487 -2%
CCT
1505
Chemung Canal Trust
New York
$27.4M +$797K +1,895 +3%
PAMI
1506
Perseverance Asset Management International
Cayman Islands
$27.3M -$10.5M -25,000 -28%
BFM
1507
Boothbay Fund Management
New York
$27.3M -$2.61M -6,208 -9%
RCM
1508
RNC Capital Management
California
$27.3M -$1.8M -4,278 -6%
ZIG
1509
Zuckerman Investment Group
Illinois
$27.2M +$570K +1,355 +2%
SHGA
1510
Sand Hill Global Advisors
California
$27.2M +$722K +1,717 +3%
BP
1511
Broadleaf Partners
Ohio
$27.2M -$64.4K -153 -0.2%
JPWM
1512
Jamison Private Wealth Management
Georgia
$27.2M +$118K +280 +0.4%
VV
1513
Verity & Verity
South Carolina
$27.2M -$6.58M -15,633 -19%
SPC
1514
Spirepoint Private Client
Florida
$27.1M +$27.1M +64,475 New
AWM
1515
Avior Wealth Management
Nebraska
$27.1M +$5.88M +13,981 +28%
TAMH
1516
Taikang Asset Management (HK)
Hong Kong
$27.1M +$12.6M +30,001 +87%
CI
1517
CX Institutional
Indiana
$27M +$1.01M +2,395 +4%
1IA
1518
1834 Investment Advisors
Wisconsin
$27M -$2.52M -5,990 -9%
BCMO
1519
Buckingham Capital Management (Ohio)
Ohio
$26.9M -$801K -1,904 -3%
SWA
1520
Stratos Wealth Advisors
Ohio
$26.9M -$2.08M -4,938 -7%
SWS
1521
SYSTM Wealth Solutions
Illinois
$26.9M +$83.3K +198 +0.3%
TW
1522
TritonPoint Wealth
Maryland
$26.9M -$3M -8,323 -10%
SF
1523
Summit Financial
New Jersey
$26.8M -$109K -259 -0.4%
AAS
1524
Annex Advisory Services
Wisconsin
$26.8M -$350K -832 -1%
CB
1525
Community Bank
New York
$26.8M -$857K -2,036 -3%