MSFT icon

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 %
IWM
3551
Iams Wealth Management
Nebraska
$4.67M +$282K +669 +6%
OPWM
3552
Oxinas Partners Wealth Management
Indiana
$4.66M +$301K +713 +7%
S
3553
Sachetta
Massachusetts
$4.66M -$125K -297 -3%
SPW
3554
Surience Private Wealth
Washington
$4.66M +$3.9M +9,249 +513%
OCA
3555
Otter Creek Advisors
Florida
$4.66M +$148K +351 +3%
PC
3556
Panoramic Capital
California
$4.65M +$4.65M +11,035 New
CMANY
3557
Capital Management Associates (New York)
New York
$4.63M -$584K -1,385 -11%
PG
3558
Proffitt & Goodson
Tennessee
$4.63M +$40K +95 +0.9%
GA
3559
GoalVest Advisory
New York
$4.62M -$3.79K -9 -0.1%
THCM
3560
Taylor Hoffman Capital Management
Virginia
$4.62M
MCM
3561
Mendel Capital Management
Arkansas
$4.62M -$151K -358 -3%
PW
3562
Peninsula Wealth
California
$4.62M +$133K +315 +3%
TCM
3563
Towercrest Capital Management
Pennsylvania
$4.61M +$10.5K +25 +0.2%
ACP
3564
Aveo Capital Partners
Colorado
$4.61M -$1.21M -2,882 -21%
EMB
3565
Elefante Mark B
$4.6M +$4.6M +10,909 New
MSCM
3566
McElhenny Sheffield Capital Management
Texas
$4.6M -$591K -1,402 -11%
PCMH
3567
Polymer Capital Management (HK)
Hong Kong
$4.59M +$547K +1,297 +14%
HP
3568
Holistic Planning
Texas
$4.59M +$101K +239 +2%
JSAM
3569
J. Safra Asset Management
New York
$4.59M +$1.2M +2,832 +35%
PIWA
3570
Prevail Innovative Wealth Advisors
Kansas
$4.58M +$775K +1,838 +20%
CL
3571
CLG LLC
California
$4.57M +$4.57M +10,844 New
CWM
3572
Castle Wealth Management
Florida
$4.57M +$258K +611 +6%
LGG
3573
Luts & Greenleigh Group
Maryland
$4.57M +$48.9K +116 +1%
AWA
3574
Alta Wealth Advisors
Massachusetts
$4.56M +$158K +375 +4%
TT
3575
TI-Trust
Illinois
$4.56M -$11.4K -27 -0.2%