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 %
ATC
5276
Advantage Trust Company
Kansas
$732K +$45.5K +108 +7%
SCM
5277
Sollinda Capital Management
Florida
$728K +$68.3K +162 +10%
PCM
5278
Piedmont Capital Management
Montana
$724K
CFP
5279
Cypress Financial Planning
New Jersey
$723K +$23.2K +55 +3%
GCWM
5280
Graham Capital Wealth Management
District of Columbia
$723K +$1.69K +4 +0.2%
PWM
5281
Puff Wealth Management
New Jersey
$720K +$720K +1,709 New
JAA
5282
Joel Adams & Associates
North Carolina
$720K +$720K +1,708 New
DFA
5283
DHJJ Financial Advisors
Illinois
$719K
TPW
5284
Tiller Private Wealth
Pennsylvania
$718K +$33.7K +80 +5%
KCM
5285
Kaye Capital Management
California
$718K -$70.8K -168 -9%
BGAI
5286
Bruce G. Allen Investments
Colorado
$717K +$12.6K +30 +2%
KIM
5287
Karpus Investment Management
New York
$717K
CCA
5288
Cypress Capital Advisors
Tennessee
$717K +$717K +1,700 New
GWM
5289
Global Wealth Management
New Jersey
$714K +$1.26K +3 +0.2%
TSS
5290
Thomas Story & Son
Indiana
$714K
TPW
5291
TL Private Wealth
Texas
$713K
UFA
5292
Uptown Financial Advisors
Texas
$713K +$713K +1,691 New
PP
5293
PFS Partners
New Jersey
$709K -$10.1K -24 -1%
ACM
5294
Avos Capital Management
Washington
$708K +$708K +1,592 New
CC
5295
Capstone Capital
Nevada
$703K
RFG
5296
REAP Financial Group
Texas
$701K -$54K -128 -7%
FWM
5297
FSR Wealth Management
Illinois
$701K +$701K +1,662 New
WWP
5298
Waypoint Wealth Partners
California
$700K -$166K -395 -19%
WW
5299
Winnow Wealth
Texas
$699K +$699K +1,861 New
DAL
5300
Delta Accumulation LLC
California
$698K +$1.29K +3 +0.2%