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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 %
CIC
1976
Concord Investment Counsel
California
$16.2M +$16.2M +38,622 New
AIM
1977
ARK Investment Management
Florida
$16.2M -$8.3M -19,724 -34%
NIP
1978
Nicholas Investment Partners
California
$16.2M
UOTTAIMCU
1979
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.2M +$9.83M +23,374 +154%
WGC
1980
Watts Gwilliam & Co
Arizona
$16.2M +$16.2M +38,864 New
TP
1981
Tranquility Partners
Tennessee
$16.2M -$48K -114 -0.3%
TCCM
1982
Timber Creek Capital Management
Massachusetts
$16.2M +$1.07M +2,535 +7%
APF
1983
Alaska Permanent Fund
Alaska
$16.2M +$873K +2,076 +6%
APWM
1984
Argonautica Private Wealth Management
Massachusetts
$16.1M +$1.93M +4,589 +14%
Koshinski Asset Management
1985
Koshinski Asset Management
Illinois
$16.1M +$4.34M +10,322 +37%
GLR
1986
Great Lakes Retirement
Ohio
$16.1M +$429K +1,019 +3%
WKWM
1987
Walter & Keenan Wealth Management
Indiana
$16M -$170K -403 -1%
MS
1988
Marshall & Sullivan
Washington
$16M -$151K -359 -0.9%
MA
1989
MONECO Advisors
Connecticut
$15.9M +$1M +2,382 +7%
AT
1990
American Trust
Kentucky
$15.9M -$536K -1,275 -3%
BMWM
1991
Brown Miller Wealth Management
Virginia
$15.9M +$212K +503 +1%
DTC
1992
Davidson Trust Company
Washington
$15.9M +$1.12M +2,672 +8%
HA
1993
Herold Advisors
New York
$15.9M -$285K -678 -2%
HCA
1994
Horan Capital Advisors
Ohio
$15.9M -$1.69M -4,007 -10%
FWP
1995
FAS Wealth Partners
Kansas
$15.8M -$79.9K -190 -0.5%
PCA
1996
Providence Capital Advisors
North Carolina
$15.8M -$106K -253 -0.7%
WA
1997
WBH Advisory
Maryland
$15.8M -$249K -591 -2%
CWP
1998
Concord Wealth Partners
Virginia
$15.8M +$2.57M +6,106 +19%
MMPW
1999
Mitchell McLeod Pugh & Williams
Alabama
$15.8M -$308K -731 -2%
SAM
2000
Selway Asset Management
$15.8M -$221K -525 -1%