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 %
NL
4101
Navalign LLC
California
$2.89M +$2.95K +7 +0.1%
MMCM
4102
Murphy & Mullick Capital Management
New York
$2.89M +$2.89M +6,858 New
PWA
4103
PCG Wealth Advisors
Kansas
$2.89M +$79.2K +188 +3%
PCM
4104
Portolan Capital Management
Massachusetts
$2.89M +$552K +1,310 +24%
LGA
4105
Lebenthal Global Advisors
New York
$2.88M +$172K +409 +6%
WPW
4106
Watershed Private Wealth
Illinois
$2.88M -$236K -561 -8%
NWM
4107
NRI Wealth Management
California
$2.87M +$2.87M +6,816 New
KLWA
4108
Kelly Lawrence W & Associates
California
$2.87M
AIC
4109
Argus Investors Counsel
New York
$2.87M -$206K -488 -7%
NIA
4110
NIA Impact Advisors
California
$2.87M -$83.5K -198 -3%
WFA
4111
WestHill Financial Advisors
California
$2.87M -$40K -95 -1%
AWM
4112
AllSquare Wealth Management
New York
$2.87M +$42.2K +100 +1%
WF
4113
Whelan Financial
California
$2.86M +$1.14M +2,707 +66%
CHA
4114
Cooper/Haims Advisors
New York
$2.86M -$48.9K -116 -2%
WW
4115
Westshore Wealth
California
$2.86M +$1.69K +4 +0.1%
SWP
4116
Summit Wealth Partners
Florida
$2.86M +$339K +804 +13%
KHCM
4117
Kirtland Hills Capital Management
Ohio
$2.85M +$585K +1,387 +26%
SHJ
4118
Sharkey, Howes & Javer
Colorado
$2.85M +$111K +263 +4%
PA
4119
Parkside Advisors
California
$2.85M -$12.2K -29 -0.4%
FWA
4120
FOCUS Wealth Advisors
Texas
$2.85M -$5.06K -12 -0.2%
RW
4121
RVW Wealth
California
$2.85M +$34.1K +81 +1%
TBC
4122
Ted Buchan & Co
California
$2.85M +$329K +781 +13%
ACC
4123
Acorn Creek Capital
Colorado
$2.85M +$13.1K +31 +0.5%
UIA
4124
Ulland Investment Advisors
Minnesota
$2.84M +$199K +473 +8%
RCS
4125
Retirement Capital Strategies
California
$2.84M -$14.8K -35 -0.5%