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 %
HG
5226
Harbor Group
New Hampshire
$781K
EAM
5227
Everstar Asset Management
North Carolina
$781K -$318K -755 -29%
BFG
5228
Baron Financial Group
New Jersey
$780K +$422 +1 +0.1%
SIA
5229
Summit Investment Advisors
Maryland
$779K +$779K +1,897 New
TR
5230
Tepp RIA
New Jersey
$778K +$778K +1,846 New
CFG
5231
Compton Financial Group
Maryland
$778K
NA
5232
Note Advisors
New York
$778K +$778K +1,846 New
FFP
5233
Forbes Financial Planning
Rhode Island
$778K
PFC
5234
Poplar Forest Capital
California
$777K -$10.5K -25 -1%
HPCM
5235
Hunter Perkins Capital Management
Illinois
$776K
SNWA
5236
Siligmueller & Norvid Wealth Advisors
Illinois
$776K +$776K +1,841 New
DFG
5237
Dupree Financial Group
Kentucky
$776K -$61.1K -145 -7%
KBG
5238
Kahn Brothers Group
New York
$775K
FWS
5239
FinDec Wealth Services
California
$773K -$663K -1,574 -46%
VFIC
5240
Valley Forge Investment Consultants
Pennsylvania
$771K +$169K +401 +28%
WAM
5241
Weinberger Asset Management
California
$768K +$75.5K +179 +11%
DWMS
5242
Dominguez Wealth Management Solutions
Virginia
$768K +$43.4K +103 +6%
VP
5243
Verisail Partners
Georgia
$767K +$767K +1,820 New
SF
5244
Strategent Financial
Virginia
$767K +$767K +1,819 New
GRA
5245
Golden Road Advisors
Florida
$765K +$3.37K +8 +0.4%
FG
5246
Fairman Group
Pennsylvania
$765K -$12.6K -30 -2%
SIM
5247
Synergy Investment Management
Florida
$764K +$764K +1,812 New
QC
5248
Quadrature Capital
United Kingdom
$763K -$127M -300,469 -99%
GFWA
5249
Grey Fox Wealth Advisors
Delaware
$763K +$42.6K +101 +6%
CCP
5250
Carmel Capital Partners
California
$760K +$35K +83 +5%