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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 %
SC
1626
Sepio Capital
Utah
$23.5M -$3.46M -8,216 -13%
TCA
1627
Trifecta Capital Advisors
Illinois
$23.5M +$568K +1,349 +2%
TPCM
1628
Two Point Capital Management
New York
$23.5M -$122K -290 -0.5%
KA
1629
Kozak & Associates
Colorado
$23.5M +$562K +1,336 +2%
GSC
1630
Grey Street Capital
Illinois
$23.5M +$17.7M +41,974 +304%
CAM
1631
Cozad Asset Management
Illinois
$23.4M +$69K +164 +0.3%
SWC
1632
Spectrum Wealth Counsel
Indiana
$23.2M +$744K +1,768 +3%
SC
1633
Scholtz & Company
Connecticut
$23.2M +$455K +1,082 +2%
CWS
1634
Confluence Wealth Services
Pennsylvania
$23.2M +$764K +1,817 +3%
MIP
1635
Marietta Investment Partners
Wisconsin
$23.2M -$74.5K -177 -0.3%
CFGS
1636
Concourse Financial Group Securities
Alabama
$23.2M +$1.15M +2,726 +5%
HFS
1637
Haverford Financial Services
Pennsylvania
$23.1M -$91.7K -218 -0.4%
HP
1638
Hound Partners
New York
$23.1M -$5.33M -12,658 -19%
WCM
1639
Weik Capital Management
Pennsylvania
$23.1M -$263K -625 -1%
VF
1640
Vest Financial
Virginia
$23.1M +$8.15M +19,361 +54%
PCG
1641
PFC Capital Group
California
$23.1M -$140K -333 -0.6%
CAM
1642
Cypress Asset Management
Texas
$23.1M +$1.21M +2,807 +6%
III
1643
Independent Investors Inc
New York
$23M
HPIA
1644
Hamilton Point Investment Advisors
North Carolina
$23M -$545K -1,296 -2%
AOWM
1645
Alpha Omega Wealth Management
Virginia
$23M -$762K -1,812 -3%
HW
1646
Hamilton Wealth
California
$23M +$865K +2,057 +4%
NIM
1647
Nicollet Investment Management
Minnesota
$23M -$1.39M -3,294 -6%
WAS
1648
WESPAC Advisors SoCal
California
$22.9M +$2.95K +7 +0%
DI
1649
Diligent Investors
California
$22.9M +$111K +264 +0.5%
CP
1650
Capital Planning
Washington
$22.9M -$2.1M -4,996 -8%