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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 %
AIM
3226
Athena Investment Management
California
$5.95M -$13.1K -31 -0.2%
VIP
3227
Vista Investment Partners
Oklahoma
$5.95M -$49.7K -118 -0.8%
NRC
3228
New Republic Capital
North Carolina
$5.95M +$262K +622 +5%
SCM
3229
Steele Capital Management
Iowa
$5.94M -$113K -267 -2%
HWM
3230
Hemington Wealth Management
Virginia
$5.94M +$241K +572 +4%
PFG
3231
Putney Financial Group
California
$5.93M +$5.93M +14,058 New
WFAG
3232
Worth Financial Advisory Group
North Carolina
$5.92M -$486K -1,153 -8%
MSK
3233
Melissa S. Kampmann
$5.92M -$703K -1,667 -11%
CIAS
3234
CFS Investment Advisory Services
New Jersey
$5.92M +$37.9K +90 +0.6%
ARMT
3235
Amica Retiree Medical Trust
Rhode Island
$5.92M -$692K -1,641 -10%
ILI
3236
Invesco LLC (Illinois)
Illinois
$5.91M +$396K +939 +7%
CSB
3237
City State Bank
Iowa
$5.91M +$926K +2,197 +19%
CTC
3238
Cetera Trust Company
Minnesota
$5.91M -$27.4K -65 -0.5%
ONST
3239
Old North State Trust
North Carolina
$5.9M -$115K -274 -2%
BW
3240
BIP Wealth
Georgia
$5.9M -$267K -633 -4%
RF
3241
Roxbury Financial
New Jersey
$5.9M +$5.9M +13,930 New
OFA
3242
Oak Family Advisors
Illinois
$5.89M -$25.7K -61 -0.4%
JWM
3243
Jeppson Wealth Management
California
$5.88M +$1.69K +4 +0%
SA
3244
SoundView Advisors
Washington
$5.87M +$5.87M +13,933 New
LWM
3245
Lodestone Wealth Management
Washington
$5.87M -$12.6K -30 -0.2%
PA
3246
Paragon Advisors
Texas
$5.87M +$610K +1,447 +12%
LWP
3247
LeClair Wealth Partners
Ohio
$5.86M +$5.86M +13,905 New
GA
3248
GraniteShares Advisors
New York
$5.86M +$232K +551 +4%
RIM
3249
Redwood Investment Management
Arizona
$5.86M +$1.89M +4,481 +48%
AWM
3250
Ameliora Wealth Management
Switzerland
$5.85M +$458K +1,087 +8%