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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 %
VEPM
1751
Vista Equity Partners Management
California
$20.5M +$8.55M +20,319 +72%
BAM
1752
Boyar Asset Management
New York
$20.5M +$1.3M +3,086 +7%
ACM
1753
Anabranch Capital Management
Connecticut
$20.4M
CWP
1754
CFM Wealth Partners
Texas
$20.4M +$566K +1,345 +3%
NC
1755
NBW Capital
Massachusetts
$20.4M +$236K +562 +1%
FIB
1756
First Interstate Bank
Montana
$20.3M -$842K -2,002 -4%
GCM
1757
Goldstream Capital Management
Hong Kong
$20.3M +$448K +1,066 +2%
RCAG
1758
Rehmann Capital Advisory Group
Michigan
$20.3M -$56.8K -135 -0.3%
LSA
1759
L & S Advisors
California
$20.3M -$5.54M -13,156 -21%
CPA
1760
Capital Planning Advisors
California
$20.3M +$120K +286 +0.6%
SCM
1761
Stonebridge Capital Management
California
$20.3M -$52.6K -125 -0.3%
IC
1762
Inscription Capital
Texas
$20.3M +$4.56M +10,849 +29%
CWA
1763
Consilio Wealth Advisors
Washington
$20.3M -$358K -852 -2%
SIG
1764
Sargent Investment Group
Maryland
$20.3M +$3.02M +7,189 +18%
EFG
1765
Embree Financial Group
Illinois
$20.3M -$916K -2,178 -4%
HRC
1766
Hoertkorn Richard Charles
$20.3M -$295K -700 -1%
SM
1767
STF Management
Texas
$20.2M -$165K -393 -0.8%
SSI
1768
Scott & Selber Inc
Texas
$20.2M +$37.4K +89 +0.2%
CNB
1769
Camden National Bank
Maine
$20.2M -$1.44M -3,422 -7%
FFM
1770
Forum Financial Management
Illinois
$20.2M -$5.89K -14 -0%
CCT
1771
Capital City Trust
Florida
$20.2M -$425K -1,010 -2%
BTWM
1772
Baker Tilly Wealth Management
Wisconsin
$20.2M -$905K -2,150 -4%
WTFG
1773
Wells Trecaso Financial Group
Ohio
$20.1M -$188K -446 -0.9%
PFU
1774
Parus Finance (UK)
United Kingdom
$20.1M -$1.65M -3,918 -8%
JGC
1775
J. Goldman & Co
New York
$20.1M -$47.5M -113,009 -70%