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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 %
BE
1926
Bonness Enterprises
District of Columbia
$17.2M -$42.1K -100 -0.2%
LJAC
1927
L.J. Altfest & Co
New York
$17.1M -$83.3K -198 -0.5%
UHC
1928
Union Heritage Capital
Michigan
$17.1M +$2.4M +5,696 +16%
TNBTD
1929
Trustmark National Bank Trust Department
Mississippi
$17.1M +$646K +1,535 +4%
CFS
1930
CRA Financial Services
New Jersey
$17.1M -$117K -278 -0.7%
SAM
1931
Shikiar Asset Management
New York
$17.1M -$724K -1,722 -4%
WCM
1932
Whitener Capital Management
North Carolina
$17.1M +$147K +349 +0.9%
KCPG
1933
Kavar Capital Partners Group
Kansas
$17M +$998K +2,372 +6%
BFA
1934
Bill Few Associates
Pennsylvania
$17M +$347K +824 +2%
FPGK
1935
Financial Partners Group (Kansas)
Kansas
$17M +$60.2K +143 +0.4%
SS
1936
Sunbelt Securities
Texas
$17M +$899K +2,138 +6%
SWM
1937
Silverlake Wealth Management
Vermont
$17M +$123K +292 +0.7%
SAA
1938
Southeast Asset Advisors
Georgia
$17M +$3.43M +8,155 +25%
TPA
1939
Trivium Point Advisory
Connecticut
$17M +$1.02M +2,426 +6%
HDIM
1940
Hanson & Doremus Investment Management
Vermont
$17M -$143K -339 -0.8%
MCM
1941
Manchester Capital Management
Vermont
$16.9M +$1.39M +3,311 +9%
JHCP
1942
Jackson Hole Capital Partners
Oklahoma
$16.9M +$1.67M +3,958 +11%
FP
1943
FFG Partners
Florida
$16.9M +$93.8K +223 +0.6%
MWA
1944
Moser Wealth Advisors
Washington
$16.9M -$58.9K -140 -0.3%
CD
1945
Chapin Davis
Maryland
$16.9M +$125K +296 +0.7%
MGM
1946
Miura Global Management
New York
$16.8M -$14.7M -35,000 -47%
TAM
1947
Telemark Asset Management
Massachusetts
$16.8M
LGWM
1948
Litman Gregory Wealth Management
California
$16.8M -$188K -446 -1%
CW
1949
CIC Wealth
Maryland
$16.8M -$151K -358 -0.9%
MJP
1950
Michael J. Puzo
$16.8M +$624K +1,483 +4%