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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 %
KNW
2026
Kesler Norman & Wride
Utah
$15.3M +$292K +695 +2%
PIMJS
2027
PKO Investment Management Joint-Stock
Poland
$15.2M -$8.88M -21,000 -37%
BOSSRA
2028
B.O.S.S. Retirement Advisors
Utah
$15.2M -$7.12M -18,947 -32%
CIAS
2029
Capital Investment Advisory Services
North Carolina
$15.2M -$723K -1,719 -5%
UWM
2030
Udine Wealth Management
Florida
$15.2M -$1.82M -4,327 -11%
P
2031
&Partners
Tennessee
$15.1M +$6.2M +14,691 +69%
TC
2032
Tenere Capital
New York
$15.1M -$13.2M -31,492 -47%
IWA
2033
IBEX Wealth Advisors
New Jersey
$15.1M +$15.1M +62,917 +88,615%
QC
2034
Quent Capital
New York
$15.1M +$617K +1,467 +4%
RRA
2035
Round Rock Advisors
Connecticut
$15.1M -$1.54M -3,661 -9%
SWK
2036
Stephen W. Kidder
$15.1M -$874K -2,077 -5%
EBT
2037
Enterprise Bank & Trust
Massachusetts
$15M -$445K -1,057 -3%
MAWA
2038
Moss Adams Wealth Advisors
Washington
$15M +$4.17M +9,917 +38%
SCP
2039
Seizert Capital Partners
Michigan
$15M -$115K -273 -0.8%
LFP
2040
Leeward Financial Partners
Washington
$15M +$2.05M +4,861 +16%
SF
2041
Symphony Financial
Texas
$15M -$2.59M -6,160 -15%
AT
2042
Arden Trust
Delaware
$14.9M -$240K -571 -2%
GWM
2043
GDS Wealth Management
Texas
$14.9M +$935K +2,222 +7%
HIC
2044
Hartline Investment Corp
Illinois
$14.9M -$23.6M -56,095 -61%
BCA
2045
Bay Colony Advisors
Massachusetts
$14.9M +$1.13M +2,692 +8%
SAM
2046
Smartleaf Asset Management
Massachusetts
$14.9M +$4.61M +10,932 +45%
AWCI
2047
Alpine Woods Capital Investors
New York
$14.9M -$2.88M -7,409 -16%
LFM
2048
LGT Fund Management
Liechtenstein
$14.9M +$193K +459 +1%
AO
2049
Advisor OS
Illinois
$14.8M +$989K +2,351 +7%
FBT
2050
First Bank & Trust
South Dakota
$14.8M +$90K +214 +0.6%