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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 %
APP
1601
Avantax Planning Partners
Iowa
$24.4M +$3.19M +7,587 +15%
FTC
1602
Farmers Trust Company
Ohio
$24.3M -$1.01M -2,403 -4%
B
1603
Bellecapital
Switzerland
$24.3M -$2.82M -6,702 -10%
DLCIG
1604
D.L. Carlson Investment Group
New Hampshire
$24.2M -$650K -1,544 -3%
AC
1605
Avestar Capital
New York
$24.2M +$3.81M +9,061 +19%
RWM
1606
RKL Wealth Management
Pennsylvania
$24.2M -$245K -582 -1%
CHC
1607
City Holding Co
West Virginia
$24.2M -$71.5K -170 -0.3%
PCP
1608
Proficio Capital Partners
Massachusetts
$24.2M +$274K +651 +1%
GI
1609
GAMMA Investing
California
$24.2M +$4.2M +9,978 +21%
CVM
1610
Cheviot Value Management
California
$24.2M -$569K -1,353 -2%
EBSAM
1611
Eubel Brady & Suttman Asset Management
Ohio
$24.2M -$380K -904 -2%
LSPW
1612
Lake Street Private Wealth
Illinois
$24.1M +$542K +1,289 +2%
OAG
1613
Orbis Allan Gray
Bermuda
$24.1M -$7.11M -16,895 -23%
KJHP
1614
K.J. Harrison & Partners
Ontario, Canada
$24.1M +$799K +1,899 +3%
ZF
1615
Zhang Financial
Michigan
$24.1M +$51.3K +122 +0.2%
LC
1616
Lindbrook Capital
California
$24M +$267K +635 +1%
PBC
1617
Pavion Blue Capital
California
$23.9M -$155K -369 -0.6%
IAS
1618
Investment Advisory Services
Texas
$23.9M -$403K -957 -2%
SB
1619
Strategic Blueprint
Georgia
$23.8M -$188K -446 -0.8%
HI
1620
Hendershot Investments
Virginia
$23.7M -$27.8K -66 -0.1%
BWP
1621
Balboa Wealth Partners
Arizona
$23.6M -$1.84M -4,379 -7%
WC
1622
Westwind Capital
New Mexico
$23.6M -$183K -435 -0.8%
PCM
1623
Princeton Capital Management
New Jersey
$23.6M -$512K -1,217 -2%
SFG
1624
SevenBridge Financial Group
Pennsylvania
$23.6M -$1.15M -2,824 -5%
SAM
1625
Smithbridge Asset Management
Pennsylvania
$23.6M -$1.16M -2,750 -5%