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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 %
PSP
2326
Principal Street Partners
Tennessee
$11.5M +$125K +301 +1%
JC
2327
JB Capital
Connecticut
$11.5M +$20.6K +49 +0.2%
KAS
2328
KPP Advisory Services
Kentucky
$11.4M +$342K +813 +3%
WCM
2329
Westend Capital Management
California
$11.4M +$11.4M +27,161 New
MCCA
2330
Mill Creek Capital Advisors
Pennsylvania
$11.4M -$431K -1,025 -4%
GCM
2331
Gunderson Capital Management
South Carolina
$11.4M +$926K +2,200 +9%
BA
2332
Ballast Advisors
Minnesota
$11.4M -$62.3K -148 -0.5%
SCP
2333
Sandhill Capital Partners
New York
$11.4M -$331K -787 -3%
FCMT
2334
Founders Capital Management (Texas)
Texas
$11.4M -$105K -250 -0.9%
LF
2335
Lantz Financial
Illinois
$11.4M +$13K +31 +0.1%
EML
2336
Eos Management LP
New York
$11.4M
HIM
2337
Herald Investment Management
United Kingdom
$11.3M +$655K +1,558 +6%
JFA
2338
JNBA Financial Advisors
Minnesota
$11.3M -$229K -545 -2%
CCM
2339
Chickasaw Capital Management
Tennessee
$11.3M -$81.2K -193 -0.7%
KA
2340
Klingman & Associates
New York
$11.3M +$110K +261 +1%
GCM
2341
Gibraltar Capital Management
Oklahoma
$11.2M -$1.2M -2,856 -10%
HWMG
2342
Hurlow Wealth Management Group
Indiana
$11.2M +$421 +1 +0%
WWM
2343
Westwood Wealth Management
California
$11.2M +$1.02M +2,428 +10%
JSL
2344
JT Stratford LLC
Georgia
$11.2M +$265K +629 +2%
TCWA
2345
Turtle Creek Wealth Advisors
Texas
$11.2M +$585K +1,391 +6%
PAA
2346
Peregrine Asset Advisers
Oregon
$11.1M +$267K +645 +2%
OL
2347
Optas LLC
Texas
$11.1M +$146K +346 +1%
AWAU
2348
Alliance Wealth Advisors (Utah)
Utah
$11.1M +$525K +1,248 +5%
BA
2349
Bridgewater Advisors
New York
$11.1M +$242K +575 +2%
QWM
2350
Quadcap Wealth Management
Texas
$11.1M -$669K -1,591 -6%