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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 %
CWM
2151
Chronos Wealth Management
Florida
$13.3M -$80.4K -191 -0.6%
DIM
2152
DLK Investment Management
California
$13.3M -$235K -558 -2%
TA
2153
TFG Advisers
Michigan
$13.3M -$93.4K -222 -0.7%
CPC
2154
Consolidated Planning Corp
Georgia
$13.3M -$10.2M -24,277 -43%
DA
2155
Dover Advisors
Virginia
$13.3M +$8.74M +20,763 +193%
TCM
2156
Telos Capital Management
California
$13.3M -$719K -1,710 -5%
OPW
2157
Oxler Private Wealth
New York
$13.3M +$6.47M +15,389 +95%
TIM
2158
Tikehau Investment Management
France
$13.3M -$444K -1,055 -3%
CFP
2159
Catalyst Financial Partners
Massachusetts
$13.3M +$860K +2,089 +7%
CIM
2160
Chiron Investment Management
New York
$13.2M +$589K +1,401 +5%
CWC
2161
Carolinas Wealth Consulting
North Carolina
$13.2M -$31.8M -75,479 -71%
OIM
2162
Orca Investment Management
Oregon
$13.2M -$609K -1,448 -4%
FRA
2163
Front Row Advisors
California
$13.2M +$426K +1,013 +3%
DWA
2164
Delap Wealth Advisory
Oregon
$13.2M -$14.2M -33,706 -52%
AF
2165
Apollon Financial
South Carolina
$13.2M +$559K +1,329 +4%
NAMP
2166
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.2M -$27.8K -66 -0.2%
GLAM
2167
Gardner Lewis Asset Management
Pennsylvania
$13.2M -$260K -617 -2%
XI
2168
XXEC Inc
Oklahoma
$13.2M -$79.9K -190 -0.6%
CCG
2169
Chatham Capital Group
Georgia
$13.2M +$216K +513 +2%
BCM
2170
Birch Capital Management
Texas
$13.2M +$300K +713 +2%
EAM
2171
Evanson Asset Management
California
$13.1M +$182K +433 +1%
CAMV
2172
Concord Asset Management (Virginia)
Virginia
$13.1M +$1.8M +4,279 +16%
PCS
2173
Personal CFO Solutions
New Jersey
$13.1M +$311K +739 +2%
CHA
2174
Carmichael Hill & Associates
Maryland
$13.1M -$109K -258 -0.8%
RIM
2175
Redwood Investment Management
Arizona
$13.1M +$5.23M +12,422 +67%