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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 %
VAS
1701
Valicenti Advisory Services
New York
$21.7M +$123K +292 +0.6%
LA
1702
Legacy Advisors
Pennsylvania
$21.7M +$405K +962 +2%
FC
1703
Farley Capital
New York
$21.7M
CICI
1704
Capital Investment Counsel Inc
North Carolina
$21.7M -$440K -1,045 -2%
MCM
1705
Monarch Capital Management
Indiana
$21.6M -$75.3K -179 -0.3%
GM
1706
GeoWealth Management
Illinois
$21.6M +$8.41M +19,979 +64%
MSAM
1707
Moloney Securities Asset Management
Missouri
$21.6M -$17.3K -41 -0.1%
FNB
1708
Farmers National Bank
Kentucky
$21.5M -$499K -1,186 -2%
VW
1709
Vantage Wealth
California
$21.5M -$2.8M -6,660 -12%
RP
1710
Rowlandmiller & Partners
Georgia
$21.4M +$47.5K +113 +0.2%
BMC
1711
Benin Management Corp
Connecticut
$21.4M -$684K -1,626 -3%
PPWP
1712
Premier Path Wealth Partners
New Jersey
$21.4M -$24.4K -58 -0.1%
BWAM
1713
Boyd Watterson Asset Management
Ohio
$21.3M +$60.2K +143 +0.3%
CCM
1714
Condor Capital Management
New Jersey
$21.3M +$21.5K +51 +0.1%
CA
1715
Crewe Advisors
Utah
$21.3M +$21.3M +50,584 New
CCPM
1716
Cooper Creek Partners Management
New York
$21.3M +$21.3M +50,583 New
CWA
1717
Canvas Wealth Advisors
Kansas
$21.3M +$569K +1,381 +3%
HCA
1718
Harbor Capital Advisors
Illinois
$21.3M -$2.56M -6,092 -11%
AC
1719
Apella Capital
Connecticut
$21.3M -$4.52M -10,592 -18%
HFM
1720
Hartford Financial Management
Connecticut
$21.3M -$32K -76 -0.2%
GA
1721
GFS Advisors
Texas
$21.3M -$918K -2,182 -4%
APSI
1722
Asset Planning Services Inc
Louisiana
$21.2M +$23.1K +55 +0.1%
PM
1723
Phraction Management
Connecticut
$21.2M -$617K -1,467 -3%
SGI
1724
Summit Global Investments
Utah
$21.1M -$25.6M -60,809 -55%
ACM
1725
Alight Capital Management
New York
$21M -$2.1M -5,000 -9%