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Microsoft

5,785 hedge funds and large institutions have $2.27T invested in Microsoft in 2024 Q4 according to their latest regulatory filings, with 739 funds opening new positions, 2,478 increasing their positions, 2,196 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,785
Holders Change
+545
Holders Change %
+10.4%
% of All Funds
77%
Holding in Top 10
3,015
Holding in Top 10 Change
+183
Holding in Top 10 Change %
+6.46%
% of All Funds
40.13%
New
739
Increased
2,478
Reduced
2,196
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
2701
Dorchester Wealth Management
Quebec, Canada
$8.73M +$2.31M +5,482 +36%
NA
2702
Navellier & Associates
Nevada
$8.73M -$4.8M -11,395 -35%
TGAM
2703
TBH Global Asset Management
Tennessee
$8.72M -$129K -306 -1%
ATFA
2704
All Terrain Financial Advisors
Minnesota
$8.71M +$73.8K +175 +0.9%
LS
2705
Leelyn Smith
Illinois
$8.71M +$116K +275 +1%
PPP
2706
Private Portfolio Partners
New Jersey
$8.7M +$129K +306 +2%
SCP
2707
Sivia Capital Partners
California
$8.7M +$201K +477 +2%
EIM
2708
Essex Investment Management
Massachusetts
$8.69M -$211K -500 -2%
NA
2709
Nordwand Advisors
Pennsylvania
$8.68M
WP
2710
WealthPLAN Partners
Nebraska
$8.66M +$308K +730 +4%
DW30
2711
Drucker Wealth 3.0
New Jersey
$8.66M +$75.9K +180 +0.9%
SNBOSD
2712
Security National Bank of So Dak
Iowa
$8.66M +$117K +277 +1%
SIA
2713
SGL Investment Advisors
Montana
$8.65M +$212K +518 +3%
MFS
2714
Mattson Financial Services
Michigan
$8.64M +$204K +475 +2%
NGM
2715
North Growth Management
British Columbia, Canada
$8.64M -$1.23M -3,000 -13%
AFG
2716
Allegheny Financial Group
Pennsylvania
$8.63M -$403K -955 -4%
NF
2717
Nikulski Financial
Iowa
$8.63M -$32.5K -77 -0.4%
GA
2718
GSG Advisors
New Jersey
$8.61M +$62.8K +149 +0.7%
SW
2719
StrongBox Wealth
Missouri
$8.61M -$1.05M -2,501 -11%
RWM
2720
RBA Wealth Management
California
$8.61M -$35.8K -85 -0.4%
PS
2721
Pennant Select
New Jersey
$8.6M -$1.94M -4,600 -18%
EWM
2722
EPG Wealth Management
Georgia
$8.6M -$203K -481 -2%
FDS
2723
First Dallas Securities
Texas
$8.6M +$6.32K +15 +0.1%
CG
2724
Castellan Group
Kentucky
$8.58M -$333K -790 -4%
AW
2725
Alaethes Wealth
Nevada
$8.58M +$54.4K +129 +0.6%