MSFT icon

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 %
JWCA
1851
J.W. Coons Advisors
Ohio
$18.7M +$111K +263 +0.6%
JPMIA
1852
J.P. Marvel Investment Advisors
Massachusetts
$18.7M +$16.8K +40 +0.1%
SMA
1853
Sage Mountain Advisors
Georgia
$18.7M +$897K +2,131 +5%
RB
1854
Rodgers Brothers
Pennsylvania
$18.7M +$165K +391 +0.9%
IP
1855
Isthmus Partners
Wisconsin
$18.7M +$623K +1,481 +3%
LCM
1856
Lattice Capital Management
Washington
$18.7M
FVWA
1857
Foster Victor Wealth Advisors
South Carolina
$18.7M +$508K +1,186 +3%
WFG
1858
Wills Financial Group
Virginia
$18.7M -$47.5K -113 -0.3%
SNB
1859
Security National Bank
Nebraska
$18.7M +$4.21K +10 +0%
TCM
1860
Traynor Capital Management
Pennsylvania
$18.6M +$1.19M +2,832 +7%
HP
1861
Hosking Partners
United Kingdom
$18.6M -$54.3K -129 -0.3%
ACA
1862
Aspire Capital Advisors
Washington
$18.5M -$675K -1,605 -4%
EAMA
1863
EFG Asset Management (Americas)
Florida
$18.5M -$7.85M -18,660 -30%
PG
1864
Patten Group
Tennessee
$18.5M +$64.4K +153 +0.3%
MFA
1865
Mayflower Financial Advisors
Massachusetts
$18.5M +$26.5K +63 +0.1%
WIM
1866
Weitz Investment Management
Nebraska
$18.4M -$5.76M -13,700 -24%
WA
1867
Wealth Alliance
New York
$18.4M -$210K -498 -1%
TPWA
1868
TRUE Private Wealth Advisors
Oregon
$18.4M -$2.4M -5,696 -12%
SAM
1869
Stansberry Asset Management
Texas
$18.4M +$2.32M +5,514 +14%
QPW
1870
Quantum Private Wealth
Florida
$18.4M +$50.1K +119 +0.3%
NL
1871
NKCFO LLC
Illinois
$18.4M +$347K +825 +2%
GFP
1872
Gryphon Financial Partners
Ohio
$18.3M -$1.88M -4,473 -9%
BRM
1873
Boston Research & Management
Massachusetts
$18.3M -$650K -1,545 -3%
JFG
1874
Jefferies Financial Group
New York
$18.3M +$1.57M +3,728 +9%
SBWIC
1875
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.3M +$130K +309 +0.7%