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 %
DF
4001
DecisionPoint Financial
Arizona
$3.19M -$5.06K -12 -0.2%
FA
4002
Fountainhead AM
New Jersey
$3.19M +$695K +1,648 +28%
MWP
4003
Meridian Wealth Partners
Pennsylvania
$3.18M +$33.3K +79 +1%
JBA
4004
Johnson Bixby & Associates
Washington
$3.18M -$550K -1,305 -15%
FNBSF
4005
First National Bank Sioux Falls
South Dakota
$3.18M +$506K +1,200 +19%
EWS
4006
Evergreen Wealth Solutions
Pennsylvania
$3.17M +$187K +444 +6%
TI
4007
Truepoint Inc
Ohio
$3.16M -$13.9K -33 -0.4%
SIC
4008
SJS Investment Consulting
Ohio
$3.16M -$155K -368 -5%
NAMNJ
4009
NorthStar Asset Management (New Jersey)
New Jersey
$3.16M -$109K -258 -3%
WLPWM
4010
Walled Lake Planning & Wealth Management
Illinois
$3.16M +$68.3K +162 +2%
WWM
4011
Whalen Wealth Management
Nevada
$3.16M -$698K -1,655 -18%
OIM
4012
Oder Investment Management
California
$3.16M -$46.8K -111 -1%
KFS
4013
Kaizen Financial Strategies
California
$3.15M +$37.1K +88 +1%
CGH
4014
CMG Global Holdings
Texas
$3.15M -$41.9K -94 -1%
GCP
4015
Gill Capital Partners
Colorado
$3.15M +$125K +296 +4%
HWP
4016
Heritage Wealth Partners
Ohio
$3.14M +$255K +604 +9%
HCP
4017
Holt Capital Partners
Texas
$3.14M +$14.8K +35 +0.5%
FP
4018
Fiduciary Planning
Florida
$3.14M -$32.9K -78 -1%
EMC
4019
Everest Management Corp
California
$3.14M +$3.14M +7,449 New
PBO
4020
Peoples Bank (Ohio)
Ohio
$3.14M -$890K -2,111 -22%
KTM
4021
Keeler Thomas Management
Utah
$3.14M +$60.3K +143 +2%
MWA
4022
Motive Wealth Advisors
Michigan
$3.13M +$325K +771 +12%
GCM
4023
Geneva Capital Management
Wisconsin
$3.12M -$223K -530 -7%
ARG
4024
Advisory Resource Group
Oklahoma
$3.12M +$112K +266 +4%
RA
4025
Riversedge Advisors
Delaware
$3.12M +$233K +552 +8%