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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 %
SIC
1676
Sigma Investment Counselors
Michigan
$22.2M -$714K -1,697 -3%
CF
1677
Clarity Financial
Texas
$22.2M -$1.74M -4,133 -7%
PT
1678
Plimoth Trust
Massachusetts
$22.2M -$93.4K -222 -0.4%
GAG
1679
GM Advisory Group
New York
$22.2M +$1.29M +3,074 +6%
HWM
1680
Heirloom Wealth Management
Colorado
$22.1M -$497K -1,181 -2%
CC
1681
Cadinha & Co
Hawaii
$22.1M -$698K -1,659 -3%
CAAS
1682
Capital Asset Advisory Services
Michigan
$22.1M +$543K +1,277 +3%
RIG
1683
Renaissance Investment Group
Massachusetts
$22.1M -$902K -2,144 -4%
BCB
1684
Brian C. Broderick
$22M +$539K +1,282 +3%
MSFP
1685
Mark Sheptoff Financial Planning
Connecticut
$22M -$199K -473 -0.9%
HC
1686
Hendley & Co
Ohio
$22M +$165K +393 +0.8%
RMSCM
1687
R.M. Sincerbeaux Capital Management
New York
$22M
BG
1688
BRX Global
New York
$22M
WPP
1689
Whalerock Point Partners
Rhode Island
$22M -$142K -337 -0.6%
AWA
1690
Aaron Wealth Advisors
Illinois
$22M -$165K -393 -0.7%
EP
1691
Edgestream Partners
New Jersey
$22M +$13.6M +32,315 +162%
RHDIC
1692
R.H. Dinel Investment Counsel
California
$21.9M
WCF
1693
West Coast Financial
California
$21.9M +$380K +904 +2%
CCMINC
1694
Cardinal Capital Management Inc (North Carolina)
North Carolina
$21.9M +$396K +942 +2%
ERWM
1695
Elk River Wealth Management
Colorado
$21.9M -$2M -4,765 -8%
MCM
1696
Makena Capital Management
California
$21.9M -$3.01M -7,148 -12%
MAM
1697
Mirabaud Asset Management
United Kingdom
$21.9M -$69K -164 -0.3%
BFG
1698
Berger Financial Group
Minnesota
$21.9M +$5.73M +13,610 +36%
BCM
1699
Bourgeon Capital Management
Connecticut
$21.8M +$7.57K +18 +0%
LIP
1700
Lighthouse Investment Partners
Florida
$21.8M -$5.08M -12,082 -19%