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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 %
EFM
626
E Fund Management
China
$139M +$36.3M +86,030 +35%
BSA
627
Braun Stacey Associates
New York
$138M -$3.06M -7,261 -2%
IAA
628
Independent Advisor Alliance
North Carolina
$137M +$10.8M +25,572 +9%
GT
629
Greenleaf Trust
Michigan
$137M -$2.04M -4,847 -1%
JLBC
630
J.L. Bainbridge & Co
Florida
$137M -$613K -1,454 -0.4%
KPWS
631
Kestra Private Wealth Services
Texas
$137M +$21.7M +51,576 +19%
CL
632
Choreo LLC
Illinois
$137M +$454K +1,072 +0.3%
ONB
633
Old National Bancorp
Indiana
$135M +$1.17M +2,783 +0.9%
AM
634
Atreides Management
Massachusetts
$135M +$135M +319,358 New
BEI
635
Benjamin Edwards Inc
Missouri
$134M +$3.94M +9,336 +3%
CA
636
Cornerstone Advisors
North Carolina
$134M -$11.3M -26,900 -8%
HW
637
Hancock Whitney
Mississippi
$134M +$1.24M +2,936 +0.9%
EWM
638
Elite Wealth Management
Washington
$134M -$3.43M -8,140 -3%
MFIM
639
Mesirow Financial Investment Management
Illinois
$133M +$8.67M +20,576 +7%
MTC
640
McDaniel Terry & Co
Texas
$133M +$7.61M +18,052 +6%
CIM
641
Confluence Investment Management
Missouri
$133M -$1.59M -3,777 -1%
GKIM
642
GW&K Investment Management
Massachusetts
$133M -$2.03M -4,827 -2%
SRIM
643
Saratoga Research & Investment Management
California
$132M -$19.4M -46,062 -13%
CGL
644
Clarius Group LLC
Washington
$132M +$1.37M +3,259 +1%
PA
645
Profund Advisors
Maryland
$131M +$10.9M +25,874 +9%
KIA
646
KCM Investment Advisors
California
$131M -$2.45M -5,820 -2%
CI
647
Capital International
California
$129M +$2.03M +4,818 +2%
CIA
648
Choate Investment Advisors
Massachusetts
$129M +$3.31M +7,848 +3%
SIA
649
Sit Investment Associates
Minnesota
$128M -$8.95M -21,232 -7%
HIMC
650
Heritage Investors Management Corp
Maryland
$128M +$326K +774 +0.3%