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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 %
EWM
2876
Evermay Wealth Management
Virginia
$7.64M -$249K -591 -3%
BOM
2877
Bank of Marin
California
$7.63M +$223K +529 +3%
CCM
2878
Carlson Capital Management
Minnesota
$7.63M -$638K -1,514 -8%
CG
2879
Clarus Group
Texas
$7.6M -$776K -1,842 -9%
CNFG
2880
Creegan & Nassoura Financial Group
New Hampshire
$7.59M -$10.5K -25 -0.1%
KCM
2881
Kingdon Capital Management
New York
$7.59M
APWA
2882
Atlas Private Wealth Advisors
New Jersey
$7.58M +$96.1K +228 +1%
AIM
2883
AHL Investment Management
Florida
$7.58M -$123K -291 -2%
GITFIT
2884
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$7.57M +$826K +1,960 +12%
LAM
2885
Lynch Asset Management
Pennsylvania
$7.57M +$42.2K +100 +0.6%
DR
2886
Davis Rea
Ontario, Canada
$7.55M -$4.34M -10,291 -36%
OL
2887
Owen LaRue
Kentucky
$7.55M +$1.27M +3,012 +20%
ML
2888
McAdam LLC
Pennsylvania
$7.54M +$685K +1,625 +10%
MCA
2889
Magnolia Capital Advisors
Mississippi
$7.54M +$4.21M +9,989 +126%
FB
2890
Finward Bancorp
Indiana
$7.54M +$7.54M +17,890 New
WIC
2891
WealthBridge Investment Counsel
Alberta, Canada
$7.53M -$42.2K -100 -0.6%
ATIA
2892
American Trust Investment Advisors
New Hampshire
$7.52M +$101K +239 +1%
TF
2893
Trek Financial
Arizona
$7.52M -$1.21M -2,867 -14%
BZWA
2894
Blue Zone Wealth Advisors
California
$7.52M +$19.4K +46 +0.3%
TVWM
2895
Tower View Wealth Management
Wisconsin
$7.51M +$57.7K +137 +0.8%
AIM
2896
Aspen Investment Management
Michigan
$7.51M -$27.4K -65 -0.4%
EA
2897
Emerald Advisers
Pennsylvania
$7.51M -$160K -380 -2%
NBT
2898
Northwest Bank & Trust
Iowa
$7.51M -$99.1K -234 -1%
FM
2899
Freemont Management
Switzerland
$7.5M
SWM
2900
Scissortail Wealth Management
Oklahoma
$7.5M +$7.32M +17,368 +4,048%