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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
ERIC
2001
Eagle Rock Investment Company
Georgia
$16.8M +$1.96M +4,385 +13%
ACP
2002
Aviance Capital Partners
Florida
$16.8M +$259K +580 +2%
SLG
2003
Stanley-Laman Group
Pennsylvania
$16.8M +$245K +549 +1%
PCA
2004
Providence Capital Advisors
North Carolina
$16.8M +$13K +29 +0.1%
HIP
2005
Harrell Investment Partners
Texas
$16.8M -$700K -1,567 -4%
BIP
2006
Blueprint Investment Partners
North Carolina
$16.8M +$1.09M +2,439 +7%
HCA
2007
Horan Capital Advisors
Ohio
$16.7M -$105K -235 -0.6%
WA
2008
WBH Advisory
Maryland
$16.7M -$32.2K -72 -0.2%
NL
2009
NVWM LLC
Pennsylvania
$16.7M -$7.6K -17 -0%
RCYC
2010
Richard C. Young & Co
Rhode Island
$16.7M +$30.8K +69 +0.2%
PAM
2011
Pegasus Asset Management
New York
$16.7M +$392K +876 +2%
CCS
2012
Concentric Capital Strategies
Connecticut
$16.6M -$9.68M -21,666 -37%
OAM
2013
Occidental Asset Management
California
$16.6M +$1.49M +3,339 +10%
RIA
2014
Realta Investment Advisors
Delaware
$16.6M +$306K +685 +2%
TWM
2015
TLW Wealth Management
Florida
$16.6M -$111K -249 -0.7%
MS
2016
Marshall & Sullivan
Washington
$16.6M -$391K -875 -2%
HCM
2017
Hall Capital Management
Rhode Island
$16.6M +$126K +283 +0.8%
EIM
2018
Ervin Investment Management
Washington
$16.6M -$819K -1,832 -5%
WCA
2019
Westover Capital Advisors
Delaware
$16.6M -$11.2K -25 -0.1%
PIM
2020
Parker Investment Management
California
$16.6M -$81.3K -182 -0.5%
AT
2021
American Trust
Kentucky
$16.5M -$376K -842 -2%
SCA
2022
Stokes Capital Advisors
South Carolina
$16.5M +$228K +510 +1%
PTP
2023
Platform Technology Partners
New York
$16.5M +$16.5M +36,911 New
PS
2024
Pensionfund Sabic
Netherlands
$16.5M
ACM
2025
AlphaStar Capital Management
North Carolina
$16.5M +$1.67M +3,732 +11%