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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 %
SWM
2001
Soundmark Wealth Management
Washington
$15.8M +$1.1M +2,621 +8%
TWM
2002
TLW Wealth Management
Florida
$15.7M -$86.2K -205 -0.5%
NL
2003
NVWM LLC
Pennsylvania
$15.7M -$308K -731 -2%
CICC
2004
Capital Investment Counsel (Colorado)
Colorado
$15.7M +$6.77M +16,097 +76%
SFP
2005
Sandbox Financial Partners
Maryland
$15.7M +$821K +1,952 +6%
PIM
2006
Parker Investment Management
California
$15.7M -$9.58M -22,773 -38%
RCYC
2007
Richard C. Young & Co
Rhode Island
$15.7M +$14.8M +35,108 +1,671%
WCA
2008
Westover Capital Advisors
Delaware
$15.6M -$1.26K -3 -0%
UCMOK
2009
United Capital Management of KS
Kansas
$15.6M +$75.7K +180 +0.5%
ACP
2010
Aviance Capital Partners
Florida
$15.6M +$4.16M +9,893 +36%
SLG
2011
Stanley-Laman Group
Pennsylvania
$15.6M +$566K +1,345 +4%
RWA
2012
Roberts Wealth Advisors
California
$15.6M +$63.7K +154 +0.4%
AF
2013
Ally Financial
Michigan
$15.6M +$9.26M +22,000 +147%
PGA
2014
Portland Global Advisors
Maine
$15.5M -$1.5M -3,565 -9%
HCM
2015
Hall Capital Management
Rhode Island
$15.5M -$52.2K -124 -0.3%
PS
2016
Pensionfund Sabic
Netherlands
$15.5M -$631K -1,500 -4%
HCM
2017
Huber Capital Management
California
$15.4M -$463K -1,100 -3%
VBFG
2018
Vishria Bird Financial Group
Tennessee
$15.4M +$56.8K +135 +0.4%
NMG
2019
New Millennium Group
Utah
$15.4M -$112K -267 -0.7%
BONH
2020
Bank of New Hampshire
New Hampshire
$15.4M +$2.07M +4,913 +16%
RIA
2021
Realta Investment Advisors
Delaware
$15.4M -$486K -1,156 -3%
MPIM
2022
McGinn Penninger Investment Management
Virginia
$15.3M -$208K -495 -1%
SCA
2023
Stokes Capital Advisors
South Carolina
$15.3M +$193K +458 +1%
PAM
2024
Pegasus Asset Management
New York
$15.3M -$70.3K -167 -0.5%
LTI
2025
Laffer Tengler Investments
Tennessee
$15.3M +$16K +38 +0.1%