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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 %
CFG
3376
Chapman Financial Group
Hawaii
$5.37M +$5.37M +12,730 New
BOJHT
3377
Bank of Jackson Hole Trust
Wyoming
$5.36M +$5.36M +12,725 New
TPWA
3378
Twin Peaks Wealth Advisors
California
$5.36M +$30.8K +73 +0.6%
KSB
3379
Kennebec Savings Bank
Maine
$5.35M -$333K -798 -6%
PCA
3380
Purkiss Capital Advisors
Connecticut
$5.35M +$5.35M +12,690 New
TA
3381
Tectonic Advisors
Texas
$5.35M +$851K +2,020 +19%
SA
3382
SAM Advisors
California
$5.35M +$54.4K +129 +1%
PMA
3383
Prudent Man Advisors
Illinois
$5.35M -$341K -808 -6%
LRIA
3384
Leonard Rickey Investment Advisors
Washington
$5.34M -$14.3K -34 -0.3%
AWM
3385
Aberdeen Wealth Management
Illinois
$5.34M -$253K -601 -5%
WI
3386
Wedgewood Investors
Pennsylvania
$5.33M -$154K -366 -3%
TBNY
3387
Trustco Bank (New York)
New York
$5.33M -$342K -811 -6%
DI
3388
DAGCO Inc
Ohio
$5.33M +$497K +1,179 +10%
RI
3389
Redwood Investments
Massachusetts
$5.33M -$416K -986 -7%
NERM
3390
New England Research & Management
Illinois
$5.33M -$250K -593 -4%
SP
3391
Successful Portfolios
Florida
$5.31M -$20.2K -48 -0.4%
AFAS
3392
Acorn Financial Advisory Services
Virginia
$5.3M -$189K -448 -3%
NRI
3393
NFP Retirement Inc
California
$5.3M +$114K +271 +2%
PHIMC
3394
Private Harbour Investment Management & Counsel
Ohio
$5.29M -$311K -737 -6%
IWS
3395
Insight Wealth Strategies
California
$5.29M +$317K +752 +6%
ACL
3396
Applied Capital LLC
Florida
$5.29M -$29.5K -70 -0.6%
PWSG
3397
Pacific Wealth Strategies Group
California
$5.29M +$462K +1,096 +10%
CP
3398
Covenant Partners
Tennessee
$5.28M -$125K -296 -2%
EM
3399
ELCO Management
New York
$5.28M -$273K -647 -5%
WP
3400
Wealthspan Partners
Iowa
$5.27M -$331K -786 -6%