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 %
DC
4776
Defender Capital
North Carolina
$1.43M -$2.53K -6 -0.2%
CCA
4777
Coign Capital Advisors
Utah
$1.43M +$1.43M +3,393 New
DM
4778
Diker Management
New York
$1.43M
BC
4779
Brio Consultants
California
$1.43M +$197K +468 +16%
DMBA
4780
Deseret Mutual Benefit Administrators
Utah
$1.43M +$56.1K +133 +4%
YWM
4781
Yoder Wealth Management
California
$1.42M +$218K +517 +18%
XPN
4782
XY Planning Network
Montana
$1.42M +$1.42M +3,375 New
FPW
4783
Flywheel Private Wealth
California
$1.42M +$1.42M +3,365 New
VWWMG
4784
Vermillion & White Wealth Management Group
Pennsylvania
$1.42M -$4.22K -10 -0.3%
FNWA
4785
Financial Network Wealth Advisors
Utah
$1.41M -$456K -1,083 -24%
HCA
4786
Heck Capital Advisors
Wisconsin
$1.41M -$1.69K -4 -0.1%
OFO
4787
OneAscent Family Office
Alabama
$1.41M +$1.41M +3,350 New
SIC
4788
Sage Investment Counsel
Tennessee
$1.41M +$1.41M +3,349 New
KA
4789
Kooman & Associates
Pennsylvania
$1.41M +$48.9K +116 +4%
FFWA
4790
Forthright Family Wealth Advisory
Texas
$1.41M -$15.6K -37 -1%
VW
4791
Veridan Wealth
Oregon
$1.4M +$1.4M +3,419 New
EWM
4792
Echo Wealth Management
Minnesota
$1.4M -$4.22K -10 -0.3%
RFG
4793
Range Financial Group
Oregon
$1.4M +$846K +2,007 +152%
SCM
4794
Spring Capital Management
Texas
$1.4M +$1.4M +3,326 New
RK
4795
Rather & Kittrell
Tennessee
$1.4M -$19.4K -46 -1%
HHWM
4796
Hiley Hunt Wealth Management
Nebraska
$1.4M +$294K +698 +27%
FWM
4797
FMB Wealth Management
California
$1.39M -$25.3K -60 -2%
FSWA
4798
Financial Synergies Wealth Advisors
Texas
$1.39M -$48K -114 -3%
PF
4799
Parker Financial
Washington
$1.39M +$19.8K +47 +1%
KCIC
4800
Kuhn & Co Investment Counsel
Illinois
$1.39M +$10.5K +25 +0.8%