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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 %
SIP
1901
Stoneridge Investment Partners
Pennsylvania
$17.8M -$365K -868 -2%
SWM
1902
Sendero Wealth Management
Texas
$17.8M -$1.26M -2,989 -7%
CCM
1903
Consolidated Capital Management
California
$17.8M -$302K -719 -2%
SIA
1904
SeaBridge Investment Advisors
New Jersey
$17.8M -$308K -733 -2%
RBC
1905
Romano Brothers & Co
Illinois
$17.7M -$50.1K -119 -0.3%
PAIM
1906
Punch & Associates Investment Management
Minnesota
$17.7M -$3.76M -8,928 -17%
CC
1907
Carlson Capital
Texas
$17.7M -$7.54M -17,928 -30%
SWA
1908
SOA Wealth Advisors
New York
$17.7M +$114K +270 +0.6%
SIM
1909
Sentry Investment Management
Wisconsin
$17.7M -$391K -930 -2%
KWM
1910
Keebeck Wealth Management
Illinois
$17.7M -$572K -1,360 -3%
GXJ
1911
Global X Japan
Japan
$17.7M +$15.4M +36,622 +685%
SAM
1912
Soditic Asset Management
United Kingdom
$17.6M -$16.7M -39,625 -49%
SCA
1913
Sage Capital Advisors
South Dakota
$17.6M -$199K -473 -1%
LC
1914
Lincoln Capital
Nebraska
$17.6M -$56K -133 -0.3%
PL
1915
Parkwood LLC
Ohio
$17.4M +$6.24M +14,831 +56%
BEI
1916
Benjamin Edwards Inc
Missouri
$17.4M +$590K +1,402 +4%
CI
1917
Cooper Investors
Australia
$17.4M +$84.1K +200 +0.5%
CBT
1918
Central Bank & Trust
Kentucky
$17.4M -$1.49M -3,553 -8%
NW
1919
Naviter Wealth
Arkansas
$17.3M +$3.55M +8,442 +26%
HCM
1920
Heathbridge Capital Management
Ontario, Canada
$17.3M -$77.8K -185 -0.4%
NCM
1921
Northwest Capital Management
Oregon
$17.3M -$336K -798 -2%
FHWM
1922
Fox Hill Wealth Management
Massachusetts
$17.3M +$1.26M +2,989 +8%
KFA
1923
Kelleher Financial Advisors
New York
$17.2M -$833K -1,979 -5%
MKA
1924
M. Kulyk & Associates
Georgia
$17.2M +$455K +1,082 +3%
TIP
1925
Torray Investment Partners
Maryland
$17.2M -$452K -1,074 -3%