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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 %
RIM
3926
Rockbridge Investment Management
New York
$3.38M -$22.8K -54 -0.7%
DQRIM
3927
Dale Q Rice Investment Management
Washington
$3.38M +$3.38M +8,008 New
DCM
3928
Davidson Capital Management
Texas
$3.37M +$157K +372 +5%
MLFP
3929
MPS Loria Financial Planners
Illinois
$3.37M +$166K +395 +5%
FHC
3930
Forest Hill Capital
Arkansas
$3.37M
GC
3931
Gruss & Co
Florida
$3.37M +$2.11M +5,000 +167%
MP
3932
Moment Partners
California
$3.37M +$3.37M +7,995 New
SAM
3933
Sherman Asset Management
California
$3.37M +$3.37M +7,991 New
CIA
3934
Compass Investment Advisers
Oregon
$3.37M +$3.37M +7,988 New
HIF
3935
Hill Island Financial
Michigan
$3.37M +$38.8K +92 +1%
NI
3936
NCP Inc
California
$3.37M +$84.3K +200 +3%
KBFS
3937
Kohmann Bosshard Financial Services
Ohio
$3.36M -$281K -666 -8%
GWI
3938
Grace & White Inc
New York
$3.36M
BF
3939
Baring Financial
Washington
$3.36M +$3.36M +7,964 New
WJA
3940
Willis Johnson & Associates
Texas
$3.36M -$614K -1,456 -15%
FNC
3941
First National Corp
Massachusetts
$3.36M +$89.4K +212 +3%
CCWM
3942
Correct Capital Wealth Management
Missouri
$3.35M +$60.7K +144 +2%
LB
3943
Legacy Bridge
Iowa
$3.35M
GFA
3944
Gallagher Fiduciary Advisors
Illinois
$3.34M +$929K +2,205 +39%
SRA
3945
Secured Retirement Advisors
Minnesota
$3.34M +$113K +269 +4%
HWA
3946
Heartwood Wealth Advisors
Virginia
$3.33M +$34.1K +81 +1%
M
3947
MATAURO
New York
$3.33M +$3.33M +7,898 New
ARA
3948
Alexander Randolph Advisory
Virginia
$3.33M -$115K -274 -3%
WWG
3949
West Wealth Group
California
$3.32M +$337K +800 +11%
NIWA
3950
New Insight Wealth Advisors
California
$3.32M +$132K +314 +4%