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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 %
CFC
4801
Coyle Financial Counsel
Illinois
$1.39M +$207K +491 +18%
HB
4802
Horizon Bancorp
Indiana
$1.38M -$4.22K -10 -0.3%
APC
4803
Asset Planning Corporation
Tennessee
$1.38M +$4.22K +10 +0.3%
SW
4804
SMART Wealth
Nebraska
$1.38M -$95.7K -227 -6%
BSTWA
4805
Blake Schutter Theil Wealth Advisors
Ohio
$1.38M -$2.34M -5,561 -63%
EW
4806
Element Wealth
Mississippi
$1.38M +$8.43K +20 +0.6%
BAM
4807
Blueshift Asset Management
New Jersey
$1.38M -$2.46M -5,831 -64%
TKP
4808
Tallon Kerry Patrick
$1.38M +$1.38M +3,285 New
PRTG
4809
Post Resch Tallon Group
New York
$1.38M +$1.38M +3,285 New
WCM
4810
Wallace Capital Management
Texas
$1.37M -$21.1K -50 -2%
TFM
4811
Trademark Financial Management
Minnesota
$1.37M +$282K +668 +26%
ELM
4812
Elite Life Management
Florida
$1.37M +$14.3K +34 +1%
PIA
4813
Pollock Investment Advisors
Michigan
$1.37M +$1.37M +3,248 New
KWM
4814
Koa Wealth Management
California
$1.37M -$14.3K -34 -1%
SP
4815
SWS Partners
Ohio
$1.36M +$449K +1,065 +49%
SRL
4816
Scientech Research LLC
New Jersey
$1.36M -$647K -1,536 -32%
NRD
4817
Nebula Research & Development
New York
$1.36M -$2.33M -5,529 -63%
FFO
4818
Fiduciary Family Office
Florida
$1.36M -$4.74M -11,236 -78%
NHFG
4819
New Harbor Financial Group
Massachusetts
$1.36M -$40.9K -97 -3%
PCM
4820
Presidio Capital Management
California
$1.36M +$57.7K +137 +4%
PFM
4821
Peak Financial Management
Massachusetts
$1.36M +$33.7K +80 +3%
UPS
4822
UHLMANN PRICE SECURITIES
Illinois
$1.36M +$63.3K +150 +5%
SC
4823
Soundwatch Capital
Connecticut
$1.36M +$27.8K +66 +2%
SWM
4824
Shelton Wealth Management
Texas
$1.36M +$7.16K +17 +0.5%
DWA
4825
Dougherty Wealth Advisers
Minnesota
$1.36M