MSFT icon

Microsoft

5,782 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, 2,477 increasing their positions, 2,194 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,782
Holders Change
+543
Holders Change %
+10.36%
% of All Funds
76.99%
Holding in Top 10
3,014
Holding in Top 10 Change
+182
Holding in Top 10 Change %
+6.43%
% of All Funds
40.13%
New
739
Increased
2,477
Reduced
2,194
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
5676
Altrius Capital Management
North Carolina
$251K -$166K -394 -40%
AAG
5677
Accordant Advisory Group
Maryland
$250K -$1.18M -2,802 -83%
KPPF
5678
Klein Pavlis & Peasley Financial
California
$249K -$46.8K -111 -16%
AIM
5679
Access Investment Management
Georgia
$249K
MHIP
5680
Mountain Hill Investment Partners
New Jersey
$248K +$248K +588 New
MM
5681
MQS Management
New York
$248K +$248K +588 New
FA
5682
FC Advisory
Pennsylvania
$248K -$2.11K -5 -0.8%
SA
5683
swisspartners Advisors
Switzerland
$245K
PCM
5684
Perritt Capital Management
Illinois
$243K +$14.3K +34 +6%
ALS
5685
Andrew L. Share
$242K
HAS
5686
Horizon Advisory Services
New York
$239K -$45.1K -107 -16%
LWP
5687
Laurel Wealth Planning
Minnesota
$239K
SW
5688
Schulz Wealth
Texas
$239K +$16.4K +39 +7%
RIA
5689
Retirement Investment Advisors
Oklahoma
$238K +$1.26K +3 +0.5%
CCG
5690
Capital CS Group
California
$238K +$1.69K +4 +0.7%
LAMNM
5691
Longview Asset Management (New Mexico)
New Mexico
$237K +$237K +563 New
TF
5692
Theory Financial
Colorado
$237K
BHWM
5693
Bay Harbor Wealth Management
Maryland
$236K -$843 -2 -0.4%
HPM
5694
Hudson Portfolio Management
New York
$235K -$16.9K -40 -7%
GVIC
5695
Global Value Investment Corporation
Wisconsin
$233K +$233K +552 New
WCWM
5696
Wooster Corthell Wealth Management
Connecticut
$231K +$421 +1 +0.2%
ADMI
5697
Albert D. Mason Inc
Massachusetts
$230K +$230K +545 New
MAG
5698
Mokosak Advisory Group
Iowa
$228K +$228K +542 New
WRM
5699
Weybosset Research & Management
Rhode Island
$228K
CAM
5700
Cobblestone Asset Management
Virginia
$228K