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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 %
HCG
3826
Haven Capital Group
California
$3.65M +$3.65M +8,658 New
LCM
3827
Legato Capital Management
California
$3.65M -$2.99M -7,095 -45%
HFS
3828
Heritage Financial Services
Massachusetts
$3.65M +$208K +494 +6%
MF
3829
Montis Financial
Massachusetts
$3.64M +$437K +1,037 +14%
PW
3830
PUREfi Wealth
Massachusetts
$3.64M +$3.64M +8,643 New
IFS
3831
Ifrah Financial Services
Arkansas
$3.64M -$1.69K -4 -0%
BSAM
3832
Blue Square Asset Management
New York
$3.64M +$76.3K +181 +2%
NCTC
3833
New Covenant Trust Company
Indiana
$3.64M -$107K -253 -3%
CA
3834
Cannon Advisors
North Carolina
$3.64M -$322K -765 -8%
MAM
3835
Milestone Asset Management
Pennsylvania
$3.64M -$42.6K -101 -1%
AWP
3836
Abacus Wealth Partners
California
$3.64M -$205K -486 -5%
Legacy Financial Group (Iowa)
3837
Legacy Financial Group (Iowa)
Iowa
$3.64M +$3.64M +8,625 New
COLIM
3838
City of London Investment Management
United Kingdom
$3.64M -$3.46M -8,209 -49%
SSIM
3839
Sheets Smith Investment Management
Texas
$3.63M +$3.63M +8,621 New
RW
3840
Rede Wealth
Virginia
$3.63M -$5.48K -13 -0.2%
SFG
3841
Sunburst Financial Group
Alabama
$3.63M -$131K -310 -3%
SFWC
3842
Strategic Family Wealth Counselors
New Jersey
$3.63M +$388K +920 +12%
CCA
3843
Criterion Capital Advisors
Tennessee
$3.62M
AI
3844
Atom Investors
Texas
$3.61M -$11.7M -27,817 -76%
HP
3845
Hilltop Partners
Indiana
$3.6M +$276K +655 +8%
SFWA
3846
Summit Financial Wealth Advisors
Louisiana
$3.6M -$21.8K -53 -0.6%
PWM
3847
Partnership Wealth Management
Maryland
$3.6M +$143K +339 +4%
IA
3848
IAM Advisory
Pennsylvania
$3.6M -$32K -76 -0.9%
FCM
3849
Firestone Capital Management
Florida
$3.6M -$23.6K -56 -0.7%
FA
3850
Faithward Advisors
Pennsylvania
$3.6M -$880K -2,088 -20%